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 (Incentive Stock Options)

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.
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, which features automatic enrollment, low monthly fees, and compliance testing. Guideline acts as a 3(38) fiduciary, managing investment options to ensure they benefit employees. The company operates on a subscription-based 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. The goal of Guideline is to make retirement planning more accessible and affordable, helping more people save for their 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

-1%

2 year growth

-3%
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