Full-Time

Head of Sales Enablement

Confirmed live in the last 24 hours

Guideline

Guideline

201-500 employees

Affordable, customizable 401(k) 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

You match the following Guideline's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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.
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.
Desired Qualifications
  • Familiarity with sales enablement platforms including Gong or basic LMSs is a plus.

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 Size

201-500

Company Stage

Series E

Total Funding

$329.8M

Headquarters

San Mateo, California

Founded

2015

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital financial services boosts Guideline's digital-first approach.
  • Partnership with QuickBooks Payroll enhances retirement benefits for small businesses.
  • Guideline's new mobile app increases accessibility and user engagement.

What critics are saying

  • Increased competition from QuickBooks Payroll could shift market share.
  • Reliance on Vanguard poses a risk if fee structures change.
  • New Starter plan and Enterprise tier may increase operational complexity.

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 provides end-to-end retirement plan management, including compliance and reporting.

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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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-4%
The Manila Times
Jan 8th, 2025
Best Payroll Software (2025): QuickBooks Payroll Named Top Payroll Service by Consumer365

Moreover, QuickBooks Payroll's partnership with Guideline for 401(k) management allows small businesses to offer retirement benefits with minimal administrative effort, enhancing employee retention and satisfaction.

IAB
Apr 25th, 2024
2024 Digital Video Ad Spend & Strategy Report

IAB partnered with Guideline, which leveraged ad billing data, other market estimates, and an IAB-commissioned Advertiser Perceptions quantitative survey of TV/digital video ad spend decision-makers to generate these results.

Gala Law
Feb 12th, 2024
Advertisement Board Issued New Principles for Preventing Misleading Loyalty Programs

The Advertisement Board ("Board") amended the "Guideline on Advertisements Containing Price Information, Discount Sale Advertisements and Commercial Practices" ("Guideline") in its meeting dated 09.01.2024 and numbered 341, introduced new principles for loyalty programs.

Guideline
Oct 2nd, 2023
Guideline launches new Starter plan, making 401(k)s even more accessible for millions of people

Guideline launches new Starter plan, making 401(k)s even more accessible for millions of people.

InvestmentNews
Aug 11th, 2023
Jeff Rosenberger And Guideline’S Mission To Provide 401(K)S To Small Businesses

Jeff Rosenberger is about as close to a “lifer” as one can get in the relatively new financial technology industry.Growing up just north of San Francisco in Marin County, Rosenberger was exposed to financial products at an early age by his father, a executive with FICO, and mother, a researcher with the Federal Reserve Bank of San Francisco. After earning a bachelor’s degree in statistics from the University of California, Berkeley — which allowed him to take classes in computer science on the side— and a master’s from Stanford, Rosenberger worked for big data companies, often for large bank customers. He moved fully into fintech in 2010 when he joined Wealthfront, then known as kaChing, as it was pivoting toward automated investing. In June, the company said it oversees $43 billion in assets. In 2015, Rosenberger got in early on Earnest, a digital lending company, that was acquired two years later by student loan servicer Navient for $155 million.