Candidly · 13 hours ago
Director, Broker Channel Sales
United States
Full-time
Remote
Mid, Senior Level
7+ years expCandidly is a high-growth startup focused on optimizing student debt and savings. The Director of Broker Channel Sales is responsible for building and managing broker relationships to drive revenue generation through the broker ecosystem, including sourcing and closing deals.
Artificial Intelligence (AI)Financial ServicesFinTechPersonal Finance
Responsibilities
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
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
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
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
Qualification
Required
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)
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%+)
Preferred
Understanding of educational financing benefits (highly desired)
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