Candidly · 4 days ago
SDR - Contract
United States
Contract
Remote
Entry Level
1+ years expCandidly is a fast-scaling, Series B fintech company focused on optimizing student debt and savings. They are seeking a contract Sales Development Representative (SDR) to drive outbound pipeline through high-volume prospecting and generate Sales Qualified Leads (SQLs).
Artificial Intelligence (AI)Financial ServicesFinTechPersonal Finance
Responsibilities
Execute high-volume outbound prospecting with a primary focus on:
Phone calls
LinkedIn outreach
Consistently hit or exceed:
600+ outbound dials per week
Defined LinkedIn connection, message, and follow-up targets
Prospect into accounts ranging from SMB employers to Fortune 50 enterprise and institutional partners
Target HR, benefits, finance, and operations decision-makers with urgency-driven messaging
Qualify outbound-sourced prospects into Sales Qualified Leads (SQLs)
Book discovery calls and demos that meet clear qualification criteria
Be held accountable to weekly SQL creation targets
Ensure SQLs are clean, well-qualified, and positioned to convert downstream
Use GTM tools to research accounts, identify intent signals, and map buying committees
Personalize outreach for priority accounts and strategic verticals
Tailor messaging to resonate with benefits, financial wellness, and compliance-driven buyers
Partner closely with Account Executives and Partner Enablement Managers on:
Target account lists
Account penetration strategies
Strategic outbound plays
Deliver high-quality handoffs with strong notes, context, and qualification
Maintain exceptional Salesforce hygiene, including:
Accurate activity logging
Clean lead and SQL statuses
Detailed call notes and summaries
Operate in a metrics-first environment with tight feedback loops
Consistently exceed:
600-1,000 touches (inclusive of emails, linkedin, calling)
Qualified Meetings:
20–25/month = solid
25–30/month = strong
30–35/month = top-quartile
35+ consistently = elite
Consistent weekly creation of high-quality SQLs
Strong SQL → opportunity conversion
High outbound productivity across calls and LinkedIn
Trusted partnership with AEs and Partner teams
Qualification
Required
1–3 years experience in an SDR, BDR, or high-activity outbound sales role
Proven comfort with high-volume cold calling
Strong LinkedIn prospecting experience
Confident, clear communicator on the phone and in writing
Highly resilient — comfortable with rejection and pressure
Competitive, coachable, and hungry to win
Data-driven mindset; thrives in a metrics-first environment
Experience using CRM and sales engagement tools (Salesforce and Apollo required)
Highly organized with strong follow-through
Preferred
SaaS, fintech, or HR tech experience
SalesNav experience
Experience prospecting into HR, benefits, fintech, or Enterprise
Familiarity with employee benefits, financial wellness, or retirement ecosystems
Startup or high-growth company experience
Company
Candidly
Candidly is an AI-driven platform for student debt and savings optimization.
51-200 employees
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