Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.

Finance

Guideline

Guideline's headquarters in San Mateo, CA, United States

Kevin Busque

Lucas Huizar

Tatiana Petelina

Jeff Rosenberger

Steven Wu

Jeremy Caballero

Qian Liu

The Customer Success and Onboarding team at Guideline is dedicated to ensuring a seamless experience for clients as they navigate their retirement platform. This team supports new users through the onboarding process, providing personalized guidance and resources, while also fostering ongoing relationships to enhance client satisfaction and retention. Their goal is to empower small business owners and employees to confidently engage with their financial futures.

Customer Success and Onboarding

The Engineering and Technical Development team at Guideline is responsible for designing, building, and maintaining the robust technology infrastructure that supports the company’s retirement platform. This cross-functional team combines data science, software engineering, and product analytics to automate critical processes, enhance user experiences, and ensure data integrity and security. Through innovative development and continuous improvement, they empower small business owners and their employees to confidently invest in their financial futures.

Engineering and Technical Development

The Sales and Revenue Operations team at Guideline is responsible for driving revenue growth by managing client relationships, developing strategic partnerships, and optimizing the sales process. They work collaboratively to support enterprise and small business clients, ensuring a seamless experience from initial outreach to ongoing account management. This team also analyzes sales data and operations to enhance performance and efficiency, ultimately contributing to Guideline's mission of making retirement planning accessible and effective.

Sales and Revenue Operations

The Leadership Team at Guideline is responsible for setting the strategic direction and vision of the company, ensuring operational excellence, and fostering a culture of innovation and compliance. Comprising key executives across various functions such as revenue, finance, operations, product development, compliance, and technology, this team collaborates to drive growth, enhance the user experience, and maintain the highest standards of service for small business clients and their employees.

Leadership Team

The Legal and Compliance team at Guideline is responsible for ensuring that the company's retirement platform adheres to all legal regulations and industry standards. This team provides legal guidance, manages compliance risks, and oversees regulatory filings, helping to protect the company while facilitating smooth operations and instilling confidence in their clients.

Guideline

Org chart

Teams

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Leadership Team

Legal and Compliance

Offices

Guideline

Org chart

Teams

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Leadership Team

Legal and Compliance

Offices

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