Full-Time

Head of Sales Enablement

Posted on 11/19/2024

Guideline

Guideline

201-500 employees

Affordable 401(k) and IRA retirement plans

Fintech
Financial Services

Compensation Overview

$160k - $220kAnnually

+ Equity (Incentive Stock Options)

Senior

Remote in USA

Category
Inside Sales
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.com provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes. Their service simplifies the process of offering retirement benefits, making it accessible for small to medium-sized enterprises, including specific sectors like dental practices. Guideline manages retirement plans end-to-end, which includes automatic enrollment and compliance testing, while acting as a 3(38) fiduciary to ensure the best investment options for employees. The company operates on a subscription-based model with low monthly fees, allowing businesses to customize their plans with additional features like profit sharing and matching options. Guideline Pro is a platform designed for financial professionals, offering tools to help clients manage retirement plans effectively. The goal of Guideline is to make retirement savings easier and more affordable, helping more people prepare for their future.

Company Stage

Series E

Total Funding

$329.8M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

0%

1 year growth

3%

2 year growth

-6%
Simplify Jobs

Simplify's Take

What believers are saying

  • The launch of new products like the Starter plan and SEP IRA demonstrates Guideline's commitment to making retirement savings accessible to a broader audience.
  • Guideline's partnership with Vanguard to reduce fees by nearly 50% enhances its value proposition for cost-conscious clients.
  • The new mobile app and Enterprise tier offer a more seamless and customized user experience, likely increasing customer satisfaction and retention.

What critics are saying

  • The competitive landscape of fintech and retirement planning is crowded, requiring Guideline to continuously innovate to maintain its edge.
  • Managing a growing number of accounting professionals and advisors could strain resources and impact service quality.

What makes Guideline unique

  • Guideline's focus on affordable and customizable 401(k) plans for small to medium-sized businesses sets it apart from traditional retirement plan providers.
  • Acting as a 3(38) fiduciary, Guideline takes on the responsibility of managing investment options, ensuring they are in the best interest of employees, unlike many competitors.
  • The introduction of the Guideline Pro platform for financial and benefits professionals adds a layer of expertise and user-friendliness that is not commonly found in the market.

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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