Kevin Maldonado
Sr. Operations Associate @ Guideline
- Role
- Retirement Operations - Terminations - Sr Associate at Gusto
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Kevin Maldonado
As an Sr. Offboarding Operations Associate at Guideline, I manage the process of terminating 401(k) accounts for clients who are leaving the platform. I ensure that the offboarding process is smooth, compliant, and timely, and that the clients are satisfied with the service. I also collaborate with the Customer Success team to provide feedback and insights on how to improve the product and reduce repetitive inquires by providing clarifying information.I have a Bachelor of Business Administration from San Jose State University, and I have over four years of experience in customer success roles at Guideline and other companies. I have developed strong skills in using various CRM tools, such as Zendesk, Taldesk, and Salesforce, to assist and resolve customer issues, handle escalations, and meet SLA metrics. I have also contributed to creating internal workflows and procedures to enhance the training and performance of new and future hires. I am always eager to learn new skills and take on new challenges, and I value hard work, collaboration, and excellence in everything I do.
Experience
Retirement Operations - Terminations - Sr Associate
Nov 2025 — Present
Education
San Jose State University
Bachelor of Business Administration - BBA
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