Director, Broker Channel Sales at Candidly

, , United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Closing Experience, SaaS Sales, Broker Relationships, Pipeline Building, Outbound Sales, Employer Benefits, Negotiation Skills, Executive Communication, Salesforce, Financial Wellness, Contracting Workflows, CRM Hygiene, Deal Strategy, Organizational Skills, Resilience, Action Bias

Industry

Financial Services

Description

Company Description Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we’re the category leader with the market’s most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans. We’re already achieving incredible results — to date, we’ve helped our users get on track to eliminate more than $1.8B in student debt and pay off their loans 175,000 years quicker — and we’re seeking movers, shakers, innovators, and problem solvers to help take our mission even further. Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more. Job Description Director-level Account Executives at Candidly are elite, hands-on closers responsible for building pipeline and closing the most complex, high-impact deals in the business. The Broker Channel Director AE owns revenue generation through the broker ecosystem. This is not a strategy-only role and not an enablement-only role. This role carries a quota and is responsible for sourcing and closing ARR through broker relationships. You will personally develop broker relationships, generate broker-sourced pipeline, and run disciplined sales cycles with employer sponsors influenced or introduced by brokers. This role carries significant autonomy—and equally significant accountability—especially as we build the broker channel into a repeatable upstream demand engine. What You'll Do Broker Channel Pipeline Creation Personally source and build pipeline through broker relationships and broker-led opportunities Prospect, recruit, and activate new broker partners Execute targeted outbound motions to brokers and broker-led employer opportunities Partner with Marketing and Partnerships, but do not rely on inbound Maintain sufficient broker-sourced pipeline coverage to support predictable closes Deal Execution & Closing Lead broker-influenced and broker-sourced sales cycles from first touch through close Run discovery, demos, and deal strategy with brokers and employer sponsors Navigate multi-stakeholder buying committees (brokers, HR, finance, legal, and leadership) Build clear business cases and ROI narratives Own procurement, legal, security, and contracting workflows end-to-end Close complex broker-led deals with discipline and follow-through Broker Relationship Ownership Build trusted, long-term relationships with brokers and producing advisors Position Candidly as a core solution within brokers’ financial wellness and benefits portfolios Drive co-selling motions and ensure brokers consistently bring Candidly into active deals Identify high-performing brokers and deepen those relationships Influence broker behavior through credibility and results, not enablement alone Operating Excellence Maintain exceptional CRM hygiene, broker attribution, pipeline visibility, and forecast accuracy Run structured deal processes with clear next steps and accountability Collaborate cross-functionally to move broker deals forward Model best-in-class execution and professionalism What Success Looks Like A consistently rebuilt, broker-sourced pipeline Predictable quota attainment driven by broker-influenced and broker-sourced opportunities High close rates on complex, multi-threaded broker-led deals Brokers proactively and consistently bringing Candidly into employer conversations A repeatable broker motion that scales into a durable revenue channel What We're Looking For 7–10+ years of closing experience in enterprise or mid-market SaaS Direct experience selling through benefits brokers (required) Proven track record of carrying and exceeding quota Demonstrated success building pipeline via outbound and channel motions (not inbound only) Strong understanding of employer benefits (required) Understanding of educational financing benefits (highly desired) Experience running full sales cycles: prospecting → discovery → demo → close Exceptional organizational skills with experience tracking performance against commitments Comfort leading product demos, handling objections, and engaging in deal strategy Strong negotiation and executive communication skills High accountability, resilience, and bias toward action No-attitude mindset—focused on outcomes over titles Experience in financial wellness, retirement, or employee benefits Familiarity with broker-led or institutional distribution models Experience with Salesforce and modern GTM tooling Willingness to travel (50%+) Background and EEOC Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints). Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

Responsibilities

The Director, Broker Channel Sales is responsible for building pipeline and closing high-impact deals through broker relationships. This includes sourcing broker partners, executing sales cycles, and maintaining strong relationships with brokers.