Candidly

Compensation

Full Description

Company Description Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we’re the category leader with the market’s most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans. We’re already achieving incredible results — to date, we’ve helped our users get on track to eliminate more than $1.8B in student debt and pay off their loans 175,000 years quicker — and we’re seeking movers, shakers, innovators, and problem solvers to help take our mission even further. Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more. Job Description We're looking for a Senior Product Manager to lead our Delivery pod, the team responsible for getting the Candidly platform into the hands of employers and their employees as quickly and cost-efficiently as possible. This team owns the core infrastructure that powers employer onboarding, census management, HRIS integrations, SSO configurations, and partner-specific platform delivery. You'll define how we scale our delivery engine from high-touch enterprise implementations to streamlined, self-service SMB launches — all while maintaining the reliability and compliance our financial institution partners require. This is a B2B2C role. Our partners are large financial institutions and retirement recordkeepers (think Vanguard, Bank of America, Lincoln Financial, Empower). They distribute Candidly to their employer clients, who in turn serve their employees. You need to understand that full chain and build systems that work at every layer. This role requires someone who is AI-enabled — you actively use AI tools (Claude Code, ChatGPT, Cursor, etc.) to accelerate your work, from writing specs to analyzing data to prototyping solutions. We expect you to bring a force-multiplier mindset: leveraging AI to move faster, think deeper, and ship better products. What You'll Do Product Strategy & Execution Own the vision, strategy, and roadmap for how Candidly delivers its platform to employers at scale — from enterprise partners like Bank of America to SMB customers launching through self-service flows Define and improve the systems that power employer onboarding: census file processing, SFTP/API configurations, HRIS integrations, SSO deployment, and program design templates Partner with engineering to build scalable, repeatable delivery infrastructure that reduces implementation time and manual effort Write clear briefs, specs, and user stories that align teams and reduce ambiguity Process & Systems Thinking Design and optimize delivery workflows end-to-end — from signed contract to live employer, identifying bottlenecks and eliminating manual handoffs Build and maintain delivery playbooks that enable Customer Success to activate new employers with minimal engineering involvement Establish SLAs, tracking, and reporting for delivery timelines across partner channels (enterprise, mid-market, SMB) Drive continuous improvement in delivery velocity: measure cycle times, identify failure points, and implement systemic fixes AI-First Product Development Identify and ship AI-driven capabilities that accelerate delivery — census verification, automated configuration, onboarding assistants Use AI tools daily to accelerate your own workflows and collaborate with engineering to build AI into the delivery pipeline Metrics & Iteration Define and track delivery KPIs: time-to-launch, on-time delivery rate, employer satisfaction, cost per implementation Run experiments to improve onboarding conversion, activation rates, and employer NPS Cross-Functional Collaboration Coordinate across Customer Success, Partner Success, Sales, and Compliance to manage concurrent partner launches and meet financial institution security standards Continuous Improvement Prioritize and manage the backlog; lead sprint ceremonies, release coordination, and product quality standards What We're Looking For Experience 3-5 years as a Product Manager in B2B or B2B2C SaaS, ideally at a platform that serves enterprise financial institutions Demonstrated experience building and scaling operational systems, delivery pipelines, or implementation infrastructure Track record of reducing manual processes through automation, tooling, and workflow design Experience managing complex, multi-stakeholder delivery timelines with external partner dependencies Background in FinTech, benefits administration, HR tech, or financial services preferred Skills & Mindset AI-enabled: You actively use AI tools to multiply your and your team’s productivity. You're curious about what's possible and quick to adopt new capabilities. Process-oriented: You see messy workflows and can't help but systematize them. You think in terms of throughput, cycle time, and scalability. Strong analytical skills — comfortable with SQL, dashboards, and operational metrics Excellent written and verbal communication; can write a crisp spec or present delivery status to a partner executive Pragmatic decision-maker who balances partner needs, technical feasibility, and business priorities Ownership mentality — you drive outcomes, not just outputs Collaborative and low-ego; you build trust across functions Bonus Experience with census/employee data management, HRIS integrations (Workday, ADP, BambooHR), or SFTP/API-based data pipelines Familiarity with employer benefits platforms, student loans, or SECURE 2.0 retirement matching Experience with self-service onboarding or product-led implementation motions Hands-on experience applying AI to operational workflows (not just consumer-facing features) Experience working directly with enterprise financial institution partners or in regulated environments Why Candidly? We're building the future of financial wellness — helping people tackle student debt, plan for college, and maximize their benefits. The Delivery pod is the engine that makes it all real: every employer we launch, every employee we reach, starts here. If you want to build systems that scale impact and move fast in a mission-driven company, this is the role. Background and EEOC 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). Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.