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Broker Channel Pipeline Creation:
- Personally source and build pipeline through broker relationships and broker-led opportunities
- Prospect, recruit, and activate new broker partners
- 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
- Own procurement, legal, security, and contracting workflows end-to-end
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
Candidly
Candidly, founded in 2016, aims to revolutionize college planning, borrowing, repayment, and saving. They are a Series B startup with a fully remote, international team of 70+ alumni from companies like Google, UBS, and Twitter, offering an AI-driven student debt and savings optimization platform.