Candidly

Sales

• 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
• Lead broker-influenced and broker-sourced sales cycles from first touch through close
• Run discovery, demos, and deal strategy with brokers and employer sponsors
• Build trusted, long-term relationships with brokers and producing advisors
• Maintain exceptional CRM hygiene, broker attribution, pipeline visibility, and forecast accuracy

Director, Broker Channel Sales

Sales Development Rep

• 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

SDR – Contract

Data Scientist

• Design, build, and deploy AI Agents including custom tools, prompt engineering, orchestration workflows, and agent design patterns.
• Design evaluation strategies and metrics for assessing the efficacy of AI agents as well as identifying common failure modes. Ensure AI agents and systems are reliable and provide a good user experience.
• Contribute to the backend infrastructure powering Candidly's AI capabilities, including API development, data integrations, and data pipelines.
• Stay on the cutting edge of advancements in Generative AI space and evaluate new techniques for application within the Candidly AI platform.
• Work closely with stakeholders across product, design, engineering, and leadership to translate complex AI concepts into actionable strategies and features.
• Present findings and insights in a compelling way to both technical and non-technical audiences, contributing to strategic decision-making.

Data Scientist, AI Engineering

Product Manager

• Define and own the vision, strategy, and roadmap for Cait
• Collaborate with engineering, design, and data science to ship features
• Execute experiments and drive data-informed iterations
• Design conversation flows and define KPIs

Director, Broker Channel Sales

SDR – Contract

Data Scientist, AI Engineering

Senior Product Manager