About the Role:

We’re looking for a passionate and innovative Lifecycle Marketing Manager who is eager to build and grow our Lifecycle Marketing team to nurture leads and enhance customer engagement and retention throughout their entire journey; at Guideline, we understand the power of effective lifecycle marketing and how it drives long-term customer relationships and business growth. The ideal candidate will have experience owning the end-to-end CRM and lifecycle marketing strategy to drive engagement, retention, and revenue.

Reporting to our Sr. Group Manager, Lifecycle Marketing, our Lifecycle Marketing Manager will own the strategy and execution of our lifecycle marketing initiatives, focusing on optimizing the customer journey from acquisition through retention. Since innovation is key at Guideline, we want you to help explore new marketing initiatives, lead process improvements, and continuously optimize customer journeys within our CRM ecosystem.

About Guideline:

Guideline was founded in 2015 with the mission to help everyone arrive at a secure retirement. We are transforming the retirement industry with more transparency, seamless technology integrations, accessibility and affordability. We are a fast-growing technology company looking for exceptionally motivated people who love to see their work’s impact daily, are driven to ensure the companies success, and want to be a part of the next generation of retirement planning.

What You’ll Do:

• Develop and launch new lead nurture campaigns: Oversee end-to-end execution of email campaigns and partner cross-functionally to drive down-funnel conversions
• Optimize and test existing campaigns: Identify areas for further audience segmentation, message personalization and A/B testing opportunities
• Harness data-driven insights: Analyze the impact of initiatives on conversion and email performance metrics and share relevant insights in weekly and monthly reporting forums 
• Strategize new ways to leverage platform capabilities: Explore APIs, machine-learning models, and behavioral data to drive more personalized experiences, increase convision and improve overall customer experience 
• Establish strong working relationships with cross-functional stakeholders: Including Product, Sales, RevOps, Analytics, Design, and Marketing
• Support customer advocacy and emerging cross-product adoption: Drive engagement by executing initiatives that increase customer satisfaction, accelerate product usage and frequency, and foster long-term loyalty throughout the customer lifecycle

What You’ll Bring:

• Minimum 5 years in lifecycle marketing (or a related role) with a track record of delivering strategies that drive engagement and growth
• Proficiency in managing and scaling marketing platforms, including complex workflows and audience targeting
• Expertise in lifecycle channel best practices, including CAN-SPAM, deliverability and copy and design approaches with email, push, and SMS
• Self-sufficient, detail-oriented, and results-driven mindset
• Strong copywriting experience with the ability to adapt to different customer profiles
• High technical competence around data, including CRM (Salesforce), Amplitude, lead scoring, HTML and SQL 
• Building lifecycle programs that align with lead scoring and routing systems
• Skilled in managing multiple projects and stakeholders
• A priority given to candidates with experience in fintech, HR tech, or payrole spaces
• A results-oriented approach to aligning content efforts with broader company goals and objectives.

Why Guideline:

Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.  Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement. Whatever type of work you choose, whatever the size of your business.  

We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your financial future.  It replaces doubt and fear with transparency, knowledge and understanding. It makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee or partner.  Because when you know how to safely, smartly invest today, you’ll be able to do more of what you love when the future arrives. And that is something everyone should be able to look forward to.

Guideline is regularly recognized for helping everyone save:  

• Fast Company, “Retirement-focused fintech Guideline reaches $100 million in recurring revenue”
• Fast Company, “The Starter 401(k) plan is empowering hourly workers” 
• Fast Company, “This app makes retirement planning as easy as scrolling through Instagram”

Compensation:

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.

Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy.

• Metro+:
• The base salary range for this position is $138,500—$156,000 annually.
• Metro:
• The base salary range for this position is $130,000—$147,500 annually.
• National: 
• The base salary range for this position is $124,500—$142,000 annually.

In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs). 

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Health
• Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
• Opt-out credit for waiving coverage
• Health Savings Account and Flexible Spending Account
• Company paid disability and life insurance
• Optional Voluntary life insurance
• Mental health benefit navigation with Rula for employees and dependents
• Parental Leave
• Paid parental leave for birthing and non-birthing parents
• Generous Time Off
• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) Plan
• We use our own platform and contribute 100% of employee contributions up to 5%
• Other Benefits
• 1-month paid Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline’s Privacy Policy for information about our privacy and security practices.

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