Candidly

Director, Broker Channel Sales

Candidly

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • 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

Requirements

  • 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%+)
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
closing experienceselling through benefits brokersbuilding pipelinerunning full sales cyclesprospectingdiscoverydemonegotiationexecutive communication
Soft Skills
organizational skillsaccountabilityresiliencebias toward actionno-attitude mindset