Account Executive Director, Candidly
Broker Channel
More information about location
Student debt solutions
Be an early applicant
Student debt solutions
101-200 employees
Be an early applicant
More information about location
101-200 employees
Company mission
To make trusted, intelligent and comprehensive solutions that enable Americans to reap the rewards of that investment so they can build financial wellness and wealth.
Role
Who you are
- 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%+)
What the job involves
- 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
- 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
Application process
- 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)
Our take
A lack of access to affordable higher education is causing increasing numbers of students to fall into debt. Common advice is to simply save money incrementally, but that is easier said than done. Today, over 48M Americans struggle with over $1.75M of student debt. Candidly, rebranded from FutureFuel.io, offers payment management services for student loans in the form of employee benefits.
The company collaborates with employers to make loan repayment processes easier. Candidly claims that these services help students save between $15,000 to $40,000 and reduce loan repayment time by up to 5 years. Other companies such as Tuition.io also provide employer-paid student benefits to help contribute to debt repayments. However, Candidly's unique set of digital money saving tools provide an edge over competitors by helping students make small savings that can accumulate to big debt payments.
With increasing nationwide interest in reducing student debt, the company experienced 10x revenue growth and a 3,600% increase in payments flowing through its platform through 2022. With a fresh injection of funding in March 2023, Candidly is well-positioned to shake up this field and it will be exciting to see what it does next.
Freddie
Company Specialist at Welcome to the Jungle
Insights
51% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Mar 2023
$20.5m
SERIES B
Mar 2021
$10m
SERIES A
Total funding: $49.8m
Company HQ
Midtown Manhattan, New York, NY
Leadership
Laurel Taylor
(Founder, CEO & Chairwoman of the Board)Majored in Organizational Behaviour and Spanish at Texas State, before studying for an MBA at MIT's Sloan School. Was VP Sales at Systems Integrations Companies, and then CRO & Executive VP at TEECOM. Joined Google as Head of Industry, Health in 2013. Is a member of philanthropic organization SheGives and the Student Debt Task Force. Founded Candidly in 2016.
Share this job
View 2 more jobs at Candidly