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Compliance Program Manager - Customer Operations

Guideline, Inc.

in Remote / Austin TX / Solana Beach CA / Portland ME / San Mateo CA / CO / FL / GA

Logo for Guideline, Inc.

Guideline is seeking a Compliance Program Manager to join the Customer Operations organization. This role is available in all locations with a strong preference for office access to either Portland, ME; Austin, TX; San Diego, CA; San Mateo, CA; or Atlanta, GA.

What You Will Be Working On

You will lead the end-to-end, cross-functional workstreams across product, engineering, Customer Operations and Compliance teams to ensure we are delivering timely and accurate, 401(k) compliance testing for our small business customers. This role will report to the Director of Program Management and Enablement in the Customer Operations organization. 

  • Lead the end-to-end, cross-functional workstreams across product, engineering, Customer Operations and Compliance teams to ensure we are delivering timely and accurate 401(k) compliance testing for our small business customers.  
  • Lead the cross-functional and leadership team through decisions balancing short term solutions to execute required testing and corrections in the current quarter while driving longer term solutions with product to continuously improve our customers’ experience.
  • Establish a framework and playbook for annual preparedness from planning through execution to deliver on-time, on-scope, on-quality compliance results including ADP/ACP, Top Heavy, 401(a)(4), 402(g), 410(b), and 415. 
  • Define, measure, monitor and communicate program management plans, metrics, status, risks, roadmap and schedules at the right altitude and cadence for the audience
  • Drive a continuous improvement program for workflow efficiency for our customers and employees through process improvements, product improvements and business systems

What We’re Looking For

  • 5+ years experience in program management leading complex, cross-functional strategic initiatives including customer success, customer support, operations, product development in a fast-paced, rapid-growth SaaS-based portfolio/platform business
  • 2+ years experience in the 401(k) space with a strong understanding of Annual 401(k) Compliance testing ERISA and IRS regulations. QKA, APA or similar designations preferred.
  • A strategic planner with the ability to take a bird’s eye view to ensure the puzzle pieces come together while capable of diving into the details to diagnosis roadblocks and drive decisions and execution
  • An accountable, results-oriented driver who works backwards from outcome to deliver results in a fast-paced environment by prioritizing scope, quality, time and resources
  • A builder of high-performing, cross-functional teams who drives aligned objectives, key strategies and measures of success to deliver outstanding customer results as #OneTeam
  • An exceptional verbal and oral communicator with the ability to articulate complex programs such as retirement industry seasonal readiness and incident management at right altitude for the audience
  • A systems thinker with experience scaling results by improving workflows through business system and process improvements including Asana, BigQuery, Salesforce, Jira, Confluence and admin tools with a passion for single source of truth documentation 
  • A collaborative, organized, confident, pragmatic, analytical influencer who loves the idea of building meaningful retirement solutions to help small business owners and their employees 
  • Experience in a highly regulated industry such as in fintech, regtech, or HR-tech

More about Guideline

At Guideline, we're helping people save for a better future. In an industry full of complicated pricing and excessive fees, we offer affordable 401(k) plans with no transaction fees.

With over 25,000 clients and 5 billion dollars in assets under management, in just a few years of operations, we're well on our way to making smart retirement planning easy for everyone.

We have raised $344M to date with top-tier investors, including our most recent $200 million dollar Series E round with General Atlantic.

Offer Package

  • Competitive Salary + Equity in the Company
  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to Apply

Apply Now

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