Full-Time

B2B Product Marketing Manager

Posted on 12/19/2024

Guideline

Guideline

201-500 employees

Affordable 401(k) and IRA retirement plans

Fintech
Financial Services

Compensation Overview

$124.5k - $156kAnnually

+ Equity (Incentive Stock Options)

Senior

No H1B Sponsorship

Remote in USA

Category
Product Marketing
Product
Required Skills
Amplitude
Data Analysis
Requirements
  • 5+ years of experience in marketing at a B2B2C or B2B product-led growth organization, with 3+ years in product marketing.
  • Experience in fintech, HR tech, payroll, or highly-regulated industries is a plus.
  • Excellent communication skills: You’re comfortable collaborating with partners and stakeholders across sales, marketing, product, and beyond.
  • Strong writing skills: You’re an effective storyteller, translating data and insights into compelling messaging and well-crafted collateral that resonates with our employer audience.
  • A keen eye for detail: Nothing slips past you – you’re always keeping yourself and your partners on track, organized, and accountable as you lead critical cross-functional efforts.
  • Cross-functional leadership: You excel at driving multi-channel go-to-market strategy in partnership with peers and leaders of all levels across an organization.
  • Data proficiency: Experience with tools like Looker, Amplitude, and customer research / insights platforms that inform decisions and measure success.
Responsibilities
  • Define strategic initiatives and product / feature launch priorities to evolve our market position in the 401(k) and workplace benefits ecosystem.
  • Dig into data and conduct research to understand and effectively advocate for our employer customers and prospects across SMB and enterprise verticals.
  • Collaborate with product, marketing, and sales to test new and existing messaging, ensuring that we continually strengthen our employer value proposition.
  • Partner closely with sales leadership to support sales enablement, competitive analysis, sharpening our pitch and developing collateral to drive sales efficacy.
  • Track industry trends, competitive best practices, and evolutions in the workplace benefits ecosystem to help us take advantage of emerging market trends.
  • Ensure all messaging is accurate, compliant, and upholds regulatory standards.

Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, featuring automatic enrollment, low monthly fees, and compliance testing. Guideline acts as a 3(38) fiduciary, managing investment options to prioritize employees' best interests. The company operates on a subscription model, charging a low monthly fee that covers essential services, with options for additional features like profit sharing and matching. They also offer Guideline Pro, a platform for financial professionals to assist clients in managing retirement plans effectively. The goal of Guideline is to make retirement savings more accessible and affordable, helping more individuals prepare for their financial future.

Company Stage

Series E

Total Funding

$329.8M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

1%

1 year growth

2%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • The SECURE Act 2.0 encourages small businesses to offer retirement plans, boosting Guideline's market.
  • Increased demand for digital financial services benefits Guideline's digital-first approach.
  • Guideline's subscription-based pricing aligns with popular industry trends, attracting more clients.

What critics are saying

  • Increased competition from fintech companies could erode Guideline's market share.
  • Reliance on Vanguard for mutual funds poses a risk if partnership terms change.
  • New product launches may strain resources and lead to operational challenges.

What makes Guideline unique

  • Guideline offers a flat fee per participant, unlike asset-based fee models.
  • Guideline acts as a 3(38) fiduciary, managing investment options for clients.
  • Guideline's platform supports automatic enrollment and comprehensive compliance testing.

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Benefits

Flexible vacation policy

Company equity

401(k) with matching contributions

100% paid employee insurance coverage

Annual learning & development stipend

Parental leave

Sabbatical after 5 years of employment