
201 - 500 employees
Founded 2015
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $200M Series E - Guideline on 2021-06
Consulting • Insurance • Finance
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.
🕒 August 11
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201 - 500 employees
Founded 2015
💼 Consulting
🛡️ Insurance
💸 Finance
💰 $200M Series E - Guideline on 2021-06
Consulting • Insurance • Finance
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.
• Define how each core use case should work across Media Plan Management solutions. • Prioritize delivery of media plans, flights, approvals, briefs, and budgets across Mediatools and Lumina. • Own commercial outcomes, including expansion, retention, and revenue impact of capabilities and pricing changes. • Use Guideline’s AI and MCP Server infrastructure to develop capabilities beyond feature parity. • Bring client and market evidence into leadership decisions. • Work directly with agencies and brands to build needed workflows and solutions. • Build and ship using AI-, API-, and MCP-first approaches, including agents and skills. • Report directly to the SVP of Media Plan Management.
• 10–14 years in product management with depth in media planning, buying, or agency workflow tools • Experience owning workflows or capabilities across more than one product or platform • Experience owning a product with direct commercial accountability • Understanding of expansion, retention, revenue, and product adoption • Experience building for both brand and agency users • Ability to own use cases across two platforms with different architectures and constraints • Director-level scope as an individual contributor • Ability to build and deploy AI agents and skills and work with APIs and MCP as core design primitives • Direct experience with media planning platforms such as Camphouse, Mediaocean/Prisma, MINT, or similar (preferred) • Familiarity with agentic AI in planning workflows (preferred) • Experience expanding usage within agency or brand accounts (preferred) • Experience with shared design systems or component libraries (preferred) • Familiarity with multi-market governance or global agency/brand account structures (preferred)
• 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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