Guideline

Customer Success Manager

• Own the end-to-end customer relationship: Take ownership of the customer lifecycle, focusing on driving adoption and usage, product engagement, best practices and satisfaction of Guideline solutions.
• Account Management: Build and nurture strong, long-term relationships with customers, ensuring they maximize the value of our solutions.
• Alliance & Channel Partner Development: Develop and manage relationships with alliance and channel partners Support business development efforts working with leaders and senior individual performers. Serve as the primary relationship owner for these partners, ensuring mutual value and sustainable growth.
• Renewal and Expansion: Own the customer renewal process, proactively managing timelines, and engaging with customers throughout the year to ensure exceptional service and seamless contract renewals. Introduce new and existing products to benefit customers and grow accounts.
• Customer Retention: Drive customer satisfaction by regularly engaging with customers to understand their business goals and identifying opportunities for upselling or expanding service offerings.
• Success Planning: Develop and implement tailored success plans for each customer, aligning solutions with their evolving needs to increase the likelihood of renewal and long-term growth.
• Data-Driven Engagement: Track customer health metrics and usage patterns, and utilize this data to address risks or challenges that could impact renewal outcomes.
• Collaboration: Work closely with sales, product, and support teams to address any obstacles to renewal and ensure customers’ expectations are met or exceeded.
• Identify opportunities for product expansion: Work cross-functionally with product and sales teams to identify opportunities where alliance and channel partners can extend Guideline's value proposition — whether through data contributions that strengthen our platform or derivative products that serve our customers' evolving needs.
• Provide guidance on product functionality: Offer guidance on product functionality and workflows, based on the specific business needs and goals of each client. At the same time, understanding client needs and objectives and provide guidance on how to leverage guideline solutions (software) to achieve these goals.
• Conduct consultations, demos, trainings and QBRs: Engage clients in consultations, demos, trainings, and Quarterly Business Reviews (QBRs). Educate users on product features, utilization, and drive value realization.
• Stay abreast of product and market changes: Stay informed about product and market changes, ensuring clients are equipped to leverage new offerings effectively and stay ahead of industry trends.

Senior Customer Success Manager

Sales

• Represent Guideline's powerful data solutions to media owners, publishers, platforms, and consulting firms.
• Proactively reach out to (and engage) high-value prospects, cultivating a robust pipeline of fresh opportunities.
• Navigate diverse sales cycles with finesse, confidently steering intricate negotiations.
• Employ MEDDICC and Value-Selling methodologies to forge profound partnerships and enduring relationships.
• Embrace a cross-functional approach, demonstrating a keen grasp of the omni-channel advertising landscape, market needs, and the unique value Guideline brings.
• Offer precise forecasts and weekly insights, leveraging Salesforce and Gong to manage and enhance your business strategies.

Sales Director – Ad Intelligence

Data Scientist

• Analyze structured and unstructured data to generate actionable insights for clients.
• Build and maintain client facing products including but not limited to predictive models for market trends and revenue forecasts for publicly traded companies.
• Create visuals and narratives around data to shape conversations around trends within the data.
• Work with domain experts to develop features and test hypotheses relevant to equities and the overall advertising market.
• Partner with product, data engineering and sales teams to embed insights into solutions that align with customer needs.
• Ensure data integrity, quality, and governance in all analytical work.
• Stay informed of market trends, financial regulations, and modeling advancements relevant to advertising.

Data Scientist, Insights

• Articulate the value of how our data and the rich insights around the market can help solve a challenge or offer a solution the client might be facing.
• The role will be primarily tasked with lead generating so prospecting new business will be a significant amount of time spent.
• Build and manage a robust pipeline of inbound and self-sourced leads, nurturing relationships and advancing potential buyers through each stage with discipline and rigor.
• Educate and guide prospects through the buyer’s journey, demonstrating how our insight specific solutions can fuel their business growth, identify white space and generally educate them about the market.
• Close new business and existing customer upsell deals, consistently meeting or exceeding quota targets.
• Work closely with marketing, technology, and sales development teams to execute the sales strategy, keeping pace with a fast cadence of product enhancements and new releases.
• Build strong partnerships with sales development representatives to collectively develop pipeline opportunities.
• Bring unique perspectives, strategies, and ideas that contribute to our culture and future vision.

Sales Director, Insights

Product Manager

• Drive the product roadmap for the contributor vertical and the ad intelligence products within scope — the analytics products and query agent that turn Guideline's spend data into intelligence agencies and media companies act on.
• Own the contributor vertical as a product problem — understand what creates onboarding friction, what drives attrition, and what makes a contributor expand their relationship with Guideline.
• Build to address all three.
• Own the scalability of the contributor stack — the ingestion infrastructure and data quality gates that determine whether Guideline can grow the contributor pool without compounding the problems that come with it.
• Set the data quality standard — define what clean contributor data looks like, build the mechanisms that catch problems before they reach downstream products, and hold that bar as a product commitment.
• Make it dramatically easier to become a Guideline contributor — the portal experience, onboarding workflows, and partner processes should turn a drawn-out integration into a competitive advantage.
• Work directly with the CPO on ad intelligence product strategy and contributor growth; bring the client and market insight that connects platform decisions to product outcomes.
• Build and deploy AI agents and skills as a routine part of the job.

Head of Product, Ad Intelligence

• Set the strategy and roadmap for the ALD suite — make the hard calls about what gets built, what gets deferred, and why.
• Own the relationships with ALD's most important clients — hedge fund analysts, quant researchers, mutual fund PMs. Their workflows drive the roadmap; you're in the room to hear them.
• Take new opportunities from concept to client-validated conviction — Engineering engages after the evidence is in, not before.
• Hold the quality commitments that differentiate Guideline in the market — coverage consistency and forecast accuracy are product promises, and you're accountable for keeping them.
• Define how ALD data reaches clients — through data cloud marketplaces, direct API, flat file, or integration — and own the experience and reliability of each channel.
• Be the most informed voice in the building on the competitive landscape; know where Guideline wins, where it doesn't, and what product decisions change the calculus.
• Work directly with the CPO on domain strategy; bring the ground-level client and market insight that makes those conversations worth having.
• Build and deploy AI agents and skills as a routine part of the job.

Senior Customer Success Manager

Sales Director – Ad Intelligence

Data Scientist, Insights

Sales Director, Insights

Head of Product, Ad Intelligence

Head of Product, Alternative Data Suite