Guideline
Hazel K. serves as an Account Coordinator at Guideline, where responsibilities include exceeding performance benchmarks in call volume, case resolution, and customer satisfaction metrics while managing high volumes of inquiries from 401(k) Plan Sponsors. Previous experience includes serving as an Account Executive at Stord, where client portfolio management resulted in $1.1M in ARR, and creating demand plans for successful negotiations. Hazel K. also achieved recognition as the 2021 BDR of the Year while working as a Business Development Representative at Stord, successfully sourcing $9.64M in ARR through effective prospecting strategies. Hazel K. holds a Bachelor of Science in Marketing from The Ohio State University Fisher College of Business.
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Guideline
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Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.