Full-Time

Head of Sales Enablement

Confirmed live in the last 24 hours

Guideline

Guideline

201-500 employees

Affordable 401(k) and IRA retirement plans

Fintech
Financial Services

Compensation Overview

$160k - $220kAnnually

+ Equity (ISOs)

Senior, Expert

Remote in USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • 8+ years of experience in Sales Enablement, Sales Training, or a similar role within the SaaS industry.
  • Proven track record of designing and implementing successful enablement programs that drive revenue growth and improve sales effectiveness.
  • Strong understanding of B2B SaaS sales processes, methodologies, and metrics.
  • Exceptional communication, collaboration, and project management skills.
  • Ability to analyze data and present actionable insights to leadership.
  • Familiarity with sales enablement platforms including Gong or basic LMSs is a plus.
Responsibilities
  • Develop and Execute Sales Enablement Strategy: Create a comprehensive enablement roadmap that supports sales teams with tools, training, and resources needed to achieve revenue targets.
  • Sales Training & Development: Design and deliver onboarding and continuous training programs on product and retirement domain knowledge, sales processes, and skills development to improve sales efficiency.
  • Content & Resources Management: Collaborate with marketing to develop and optimize sales content and ensure resources are easily accessible and align with customer journey stages.
  • Performance Measurement: Establish KPIs to measure the effectiveness of enablement programs, track improvements in sales productivity, and adjust strategies accordingly.
  • Cross-Functional Collaboration: Partner with product, customer success, and marketing teams to create sales-focused campaigns, insights, and product updates that empower the sales team.

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, which features automatic enrollment, low monthly fees, and compliance testing. As a 3(38) fiduciary, Guideline manages investment options to ensure they benefit employees. 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. Guideline also offers 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 facilitates small businesses offering retirement plans, expanding Guideline's market.
  • Guideline's mobile app launch aligns with the growing demand for mobile-first financial solutions.
  • Increased demand for digital financial services boosts Guideline's digital-first retirement planning tools.

What critics are saying

  • Increased competition from fintech companies may erode Guideline's market share.
  • Reliance on Vanguard for funds poses risks if partnership terms change.
  • Rapid expansion with new products and professionals may lead to operational challenges.

What makes Guideline unique

  • Guideline offers a flat-fee model, contrasting with industry-standard asset-based fees.
  • The company acts as a 3(38) fiduciary, managing investment options for clients.
  • Guideline provides end-to-end retirement plan management, including compliance and participant education.

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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