
51 - 200 employees
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Candidly is a company that provides innovative financial wellness solutions for managing student debt and promoting savings. The platform offers various tools and services, such as student debt solutions, emergency savings, tuition reimbursement, and student loan retirement matching. Candidly partners with employers, record keepers, financial institutions, and advisors to offer these benefits, aiming to enhance employee engagement and retention by supporting their financial wellbeing. The company is recognized for its impact in helping users reduce their student loan burden and improve financial confidence.
🔥 0 minutes ago
Where this job comes from
Posted on Candidly's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

51 - 200 employees
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Candidly is a company that provides innovative financial wellness solutions for managing student debt and promoting savings. The platform offers various tools and services, such as student debt solutions, emergency savings, tuition reimbursement, and student loan retirement matching. Candidly partners with employers, record keepers, financial institutions, and advisors to offer these benefits, aiming to enhance employee engagement and retention by supporting their financial wellbeing. The company is recognized for its impact in helping users reduce their student loan burden and improve financial confidence.
• Own a new-business quota across Candidly's existing products and new product • Generate pipeline through targeted outbound to employers, alongside partner-referred and inbound opportunities • Co-sell with financial institutions, retirement recordkeepers, and benefits brokers to move referred opportunities to close • Run structured discovery and tailored demos tied to buyer metrics • Run multi-threaded deals across HR, Finance, and executive stakeholders • Feed field learnings into messaging, pricing, packaging, and the product roadmap • Work with product and customer success on demos, implementation, and post-close handoff • Maintain accurate Salesforce records and forecast honestly • Build consistent pipeline through personal outreach and follow through on partner and inbound leads • Achieve early wins on the new product that become repeatable plays and reference customers
• 4–7 years of B2B SaaS closing experience with a consistent record of quota attainment • Experience building your own pipeline, not only working inbound • Experience closing multi-stakeholder deals with HR, Benefits, or Finance buyers • Comfort selling a mix of established and brand-new products, including a product with limited references and a playbook still being written • Strong discovery, demo, and storytelling skills • Discipline with CRM hygiene, pipeline reviews, and forecasting • A self-starter who works independently and raises problems early • Satisfactory completion of the employment screening process, including review of past employment and education records, background investigation, and/or credit check and fingerprints
• Fully remote work arrangement • Employment screening process, including review of past employment and education records, background investigation, and/or credit check and fingerprints
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