
201 - 500 employees
Founded 2015
💸 Finance
☁️ SaaS
🤝 B2B
💰 $200M Series E - Guideline on 2021-06
Finance • SaaS • B2B
Guideline is a provider of employer retirement plan services and online platform that delivers automated 401(k) plan administration, recordkeeping, and guided investment portfolios. It offers investment advisory services through Guideline Investments, an SEC-registered adviser, and integrates tightly with payroll systems (notably Gusto) to automate deductions, contributions, compliance, and reporting. The company targets employers with a self-serve SaaS portal and B2B offerings to simplify retirement benefits for small and mid-sized businesses.
🕒 June 2
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201 - 500 employees
Founded 2015
💸 Finance
☁️ SaaS
🤝 B2B
💰 $200M Series E - Guideline on 2021-06
Finance • SaaS • B2B
Guideline is a provider of employer retirement plan services and online platform that delivers automated 401(k) plan administration, recordkeeping, and guided investment portfolios. It offers investment advisory services through Guideline Investments, an SEC-registered adviser, and integrates tightly with payroll systems (notably Gusto) to automate deductions, contributions, compliance, and reporting. The company targets employers with a self-serve SaaS portal and B2B offerings to simplify retirement benefits for small and mid-sized businesses.
• Drive the product roadmap for the contributor vertical and the ad intelligence products within scope — the analytics products and query agent that turn Guideline's spend data into intelligence agencies and media companies act on. • Own the contributor vertical as a product problem — understand what creates onboarding friction, what drives attrition, and what makes a contributor expand their relationship with Guideline. • Build to address all three. • Own the scalability of the contributor stack — the ingestion infrastructure and data quality gates that determine whether Guideline can grow the contributor pool without compounding the problems that come with it. • Set the data quality standard — define what clean contributor data looks like, build the mechanisms that catch problems before they reach downstream products, and hold that bar as a product commitment. • Make it dramatically easier to become a Guideline contributor — the portal experience, onboarding workflows, and partner processes should turn a drawn-out integration into a competitive advantage. • Work directly with the CPO on ad intelligence product strategy and contributor growth; bring the client and market insight that connects platform decisions to product outcomes. • Build and deploy AI agents and skills as a routine part of the job.
• 10–14 years in product management with real depth in ad intelligence products — media measurement, spend data, or data products in ad tech or media. • Has owned a product that external clients build workflows around — understands what quality commitments mean for retention and what delivery failures cost. • Has the platform depth to own a major infrastructure build — can engage credibly with engineering on data architecture, ingestion design, and quality methodology without being an engineer. • Experience with contributor, supplier, or data partner relationships — knows that network quality is a product problem, not a business development problem. • Operates at Director scope as an IC — earns influence through quality of thinking and earned credibility, not authority. • Builds and deploys AI agents and skills as part of everyday work; a baseline at this level, not a differentiator.
• Medical, Dental, Vision, Health Savings Account, Flexible Spending Account • STD, Life, LTD and AD&D • 401(k) with a company match program • Unlimited Paid Time Off (PTO) • Paid Parental Leave • Commuter Benefits • Employee Recognition Program • Referral Bonus Program
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