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 Summary
We’re looking for a hands-on Salesforce and GTM systems leader to rebuild, optimize, and scale our revenue infrastructure from the ground up. This is not a “keep-the-lights-on” admin role—it’s a strategic, high-visibility position where you’ll transform Salesforce into the operational backbone of our AI-driven go-to-market engine.
In this role, you’ll act as our primary Salesforce authority while also serving as a thought partner in vendor evaluation, systems design, and the buildout of an AI-centric GTM tech stack. In close collaboration with Marketing and Sales, you’ll ensure seamless integration across inbound and outbound tools—so every lead, campaign, and signal flows smoothly through Salesforce and into our revenue processes. You’ll own the design of clean, automated workflows that drive how we capture, score, route, and close deals, while giving leadership the clarity they need to scale a high-growth Series B company.
If you’re passionate about Salesforce, love building future-proof systems, and want to influence company-wide decisions on how we leverage AI and automation, this role is for you.
Key Responsibilities
- Design, own, and maintain Salesforce architecture (objects, fields, rules, layouts, permissions, security, compliance).
- Build and optimize CRM logic and automation to support GTM strategy, including stage progression, lead routing, attribution, and ICP scoring.
- Enforce sales process discipline through stage gates, locked fields, and duplicate-prevention routines.
- Drive adoption of CRM tools and processes through training, documentation, and enablement.
- Collaborate with Sales and Marketing to manage the full lead lifecycle (inbound → MQL → SQL → Proposal → Win) and optimize funnel conversion.
- Ensure seamless integration of inbound campaigns, ABM programs, partner activities, and GTM systems into Salesforce.
- Partner with leadership to design and scale the GTM tech stack, including Salesforce integrations and new revenue channels.
- Build executive and role-specific dashboards, automate recurring reports, and deliver actionable insights to leadership.
- Monitor and analyze funnel metrics, forecast accuracy, and revenue trends to identify gaps and recommend improvements.
- Continuously evaluate, pilot and implement where needed emerging technologies (AI, predictive forecasting, automated outreach) to improve efficiency and scalability.
- 3–5+ years as a Salesforce Admin, RevOps Manager, or similar in SaaS.
- Salesforce Administrator certification (Advanced Admin or Platform App Builder preferred).
- Proven track record of rebuilding or optimizing Salesforce in a scaling startup.
- Deep understanding of SaaS funnel metrics and GTM processes (MRR, CAC, LTV, churn, etc.).
- Experience integrating Salesforce with marketing automation and ABM/intent tools.
- Strong analytical and technical skills; proficiency with Salesforce automation, workflows, and reporting.
- Excellent communication skills — able to translate technical builds into business impact.
- Comfortable working cross-functionally in a fast-paced, high-growth environment.
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.
Top Skills
What We Do
Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap capacity. Candidly supports multiple branding options including white labeling and co-branding. Candidly understands that education is one of the largest investments most people will make in a lifetime — whether for themselves or their children. Candidly brings compassion, authenticity, and confidence to Americans as they navigate their higher education pursuits — past, present and future. Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit www.getcandidly.com
