Customer Success and Onboarding
About
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.
Team members
Alisa Katsman
Client Relationship Manager
Allison Conley
Onboarding Manager
Andrew Joseph
Client Success
Annie Cutting
Operations Manager
Drew Carrington
Customer Success Operations Ma...
Maddie Wiedemeier
Senior Manager, Onboarding
Nicole T.
Content Manager, Customer Succ...
Rudy Chun
Manager, Customer Onboarding
Tori Murphy
Client Relationship Manager
Virginia M.
Client Relationship Manager