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.

Finance

Guideline

Guideline's headquarters in San Mateo, CA, United States

This department focuses on managing client relationships and ensuring customer satisfaction through effective communication and support.

Account Management

The Customer Success and Onboarding team at Guideline is dedicated to ensuring a seamless experience for clients as they navigate their retirement platform. This team supports new users through the onboarding process, providing personalized guidance and resources, while also fostering ongoing relationships to enhance client satisfaction and retention. Their goal is to empower small business owners and employees to confidently engage with their financial futures.

Customer Success and Onboarding

The Engineering and Technical Development team at Guideline is responsible for designing, building, and maintaining the robust technology infrastructure that supports the company’s retirement platform. This cross-functional team combines data science, software engineering, and product analytics to automate critical processes, enhance user experiences, and ensure data integrity and security. Through innovative development and continuous improvement, they empower small business owners and their employees to confidently invest in their financial futures.

Engineering and Technical Development

The Sales and Revenue Operations team at Guideline is responsible for driving revenue growth by managing client relationships, developing strategic partnerships, and optimizing the sales process. They work collaboratively to support enterprise and small business clients, ensuring a seamless experience from initial outreach to ongoing account management. This team also analyzes sales data and operations to enhance performance and efficiency, ultimately contributing to Guideline's mission of making retirement planning accessible and effective.

Sales and Revenue Operations

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department manages the onboarding and offboarding processes to enhance customer experience and ensure smooth transitions.

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People (12)

Jobs (0)

Other teams

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Software Development

Customer Onboarding

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People (12)

Jobs (0)

Other teams

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Software Development

Customer Onboarding

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