Program Manager, Guideline

• 5+ years experience in program management leading complex, cross-functional strategic initiatives including government filings, customer success, customer support, operations, product development in a fast-paced, rapid-growth SaaS-based portfolio/platform business
• 3+ years experience in the retirement/financial services industry preferred, with a strong understanding of 401(k) retirement plans, DOL and IRS regulations
• Strategic thinker with not only the ability to see the big picture and drive towards a long term vision, but also drill down into the details of tactical program management
• An accountable driver who works backwards from outcome to achieve by prioritizing scope, quality, time and resources
• Strong analytical skills with the ability to evaluate data, see trends, and take action (collecting metrics and building visualizations). Familiarity with building dashboards and experience with Looker is a plus
• A builder of motivated teams who drives aligned goals, strategies and measures of success to achieve outstanding customer results as #OneTeam

• Lead the end-to-end, cross-functional workstreams to ensure we are delivering on the filings program within regulatory deadlines: annual Form 5500 filings, annual Form 5330 project, annual Form 5558 filings, and annual 8955-SSA filings
• Lead the cross-functional and leadership team through decisions, balancing short-term solutions for required filings, audits, and tasks in the current year while driving longer term solutions with product to continually improve our customers' experience
• Establish a framework and strategy for annual preparedness from planning through execution so we can deliver on-time, on-scope, quality audit and filing results for the filings program
• Define, measure, 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

• Comprehensive medical, dental and vision plans—100% for employees, 70% for dependents
• Generous 401(k) match
• Paid time off + unlimited vacation days
• Paid parental leave
• Mental health coaching and therapy
• Learning and development stipend
• Cash referral bonus
• Commuter benefits

Total funding: $339m

When businesses offer a 401(K) plan, a message is sent to employees and potential employees that their future is valued by their employer. However, small businesses are often left behind, being charged extortionate fees or ignored by 401(K) providers altogether, leaving many American families with no retirement savings and the potential of retiring into poverty.