Candidly · 1 day ago
Senior Product Manager, Cait
United States
Full-time
Remote
Mid, Senior Level
3+ years expCandidly is a high-growth startup focused on transforming financial wellness through AI-driven solutions. They are seeking a Senior Product Manager to lead the development of Cait, an AI-powered financial assistant that helps users manage student debt and benefits, by defining product vision and driving execution.
Artificial Intelligence (AI)Financial ServicesFinTechPersonal Finance
Responsibilities
Define and own the vision, strategy, and roadmap for Cait across student debt, college planning, and benefits guidance for our enterprise customers
Partner with engineering, design, and data science to ship enterprise-ready features iteratively
Write clear briefs, specs, and user stories that align teams and reduce ambiguity
Lead discovery and research—user interviews, data analysis, competitive landscape—to inform prioritization
Collaborate with the AI/ML team on agent engineering, tool design, RAG content strategy, and conversational design
Design conversation flows, guardrails, and fallback logic for an LLM-powered assistant
Use AI tools daily to accelerate your own workflows—drafting docs, analyzing metrics, synthesizing research, prototyping ideas
Own the evals process: Define what 'good' looks like for Cait's responses—accuracy, tone, compliance, actionability. Build and maintain test sets that catch regressions, measure quality over time, and give the team confidence to ship. You'll work with engineering to integrate evals into CI/CD so we can iterate on prompts and models without breaking things
Define KPIs and build dashboards to measure engagement, conversion, and user outcomes
Run experiments (A/B tests, feature flags) and drive data-informed iterations
Conduct funnel analysis and identify opportunities to improve activation, retention, and value delivery
Work closely with Customer Success, Support, and Compliance to incorporate feedback and ensure quality
Partner with Sales and Marketing on positioning, demos, and go-to-market for new capabilities
Communicate roadmap progress, launch results, and learnings across the org
Prioritize and manage the backlog; lead sprint ceremonies and release coordination
Test releases, triage bugs, and maintain product quality standards
Contribute to evolving our product culture, processes, and best practices
Qualification
Required
3-5 years as a Product Manager in B2C or B2B SaaS, with demonstrable experience shipping and iterating on successful AI-based products
Experience with AI/ML-powered products—conversational AI, LLMs, recommendation systems, or similar
Background in FinTech, ideally in financial wellness, lending, benefits, or personal finance
Proven ability to define metrics, run experiments, and use data to drive decisions
AI-enabled: You actively use AI tools to multiply your productivity and expect the same from your teams. You're curious about what's possible and quick to adopt new capabilities
Strong analytical skills—comfortable with SQL, dashboards, and funnel/conversion analysis
Excellent written and verbal communication; can write a crisp spec or tell a compelling product story
Pragmatic decision-maker who balances user needs, technical feasibility, and business priorities
Ownership mentality—you drive outcomes, not just outputs
Collaborative and low-ego; you build trust across functions
Preferred
Hands-on experience with AI evals—building test sets, defining rubrics, running automated and human evaluations, using tools like Braintrust, Langsmith, or custom frameworks
Experience with prompt engineering, agentic, and RAG architectures
Familiarity with student loans, IDR plans, PSLF, 529s, or employer benefits (SLRM, tuition reimbursement, etc.)
Experience working directly with enterprise clients or B2B2C models
Company
Candidly
Candidly is an AI-driven platform for student debt and savings optimization.
51-200 employees
H1B Sponsorship
Candidly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
$46.27MKey Investors
Altos VenturesUBSRethink Impact
2023-03-07Series B· $20.5M
2021-03-03Series A· $10M
2019-03-06Series A· $11.2M
Leadership Team
Kevin Walker
President & Co-Founder
Laurel Taylor
Chairwoman of the Board
Recent News
2025-06-24
Company data provided by crunchbase