guideline
Guideline is seeking a Senior Customer Success Manager to own strategic relationships with leading capital markets firms, including hedge funds and private equity, ensuring they derive maximum value from advertising and media intelligence data. The role involves driving adoption, managing renewals, and collaborating with internal teams to support client research workflows and product expansion. Success in this position requires a consultative approach, strong relationship-building skills, and familiarity with alternative data in the investment industry.
Headquarters
Burlingame, California, United States
Company Size
201-500 employees
Founded
2015
Guideline is a retirement plan provider that delivers affordable, payroll‑synced 401(k) plans for companies and self‑employed individuals, including a Gusto‑branded offering powered by Guideline. It emphasizes low, transparent fees, automated enrollment, and tight payroll integration with a quick online setup (as little as nine minutes) and typical first contributions within ~40 days. Plans start at $39/month plus $4 per active employee, and Guideline scales from solopreneurs and small teams to large employers while handling compliance and plan administration.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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