Senior Product Manager



Posted on Wednesday, May 31, 2023

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 $650 million in student debt and pay off their loans 68,000 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.


We support our Can-doers with comprehensive healthcare plans (medical, dental and vision), retirement plans, a co-working allowance, life and disability insurance, and paid vacation time, parental leave, and volunteer days. Of course, we also offer a student loan repayment benefit!


Our team is fully remote and is made up of leaders, creators, visionaries, parents, partners, cycling enthusiasts, winemakers, and champion jugglers (yes, really!) living and working all around the world. This role is open to candidates based in the US.

Job Description

  • You will define and evolve the vision, roadmap, and impact for the product offerings.
  • You will work with our internal and external stakeholders to establish key objectives, milestones, deliverables, schedules and measures of success for partner implementations and client on-boarding efforts.
  • You will be responsible for being our external client-facing expert and leading implementation workshops with key clients and prospects to ensure that we are integrating in frictionless manner within the larger ecosystem of retirement and payroll providers.
  • You will proactively stay current with new student loan and retirement industry trends and regulatory changes and serve as internal owner to research and resolve any potential questions.
  • Partner and serve as a resource to internal stakeholders with other cross functional teams and work directly with clients to ensure the product vision is aligned with their needs.
  • Help evolve our product culture, discipline, and practices.
  • Lead brief/specifications/tickets to get started on new projects.
  • Participate in all aspects of our product development lifecycle from discovery, research, user journeys, sprint ceremonies, feedback from support/customer success, to building with engineering, and shipping features often and iteratively.
  • Analyze and create KPI dashboards, and gain meaningful insights to drive successful iterations and identify opportunities.
  • Coordinate on the release management on testing and rollout plans.
  • Communicate across teams regarding the status of projects and the results post launch.
  • Competitive analysis and feature breakdowns.
  • Collaborate with Sales on overall market strategy with new opportunities and advise on new client engagements.
  • Do something that you haven't done before and have fun learning a new skill.

What We Are Looking For

  • 10+ years hands-on experience within the financial services industry
  • Experience leading technical and product projects in a software development environment.

What Excites Us

  • Experience working as a Product Manager in a B2C or B2B SaaS software company.
  • Qualified plan industry, defined contribution plan design and ERISA knowledge (ie. 401(k), 403(b), 457).
  • Demonstrable experience driving growth with B2B platforms with launching & iterating on successful products.
  • Ability to leveraging research and data to create hypotheses into solutions and outcomes.
  • Work with sales and marketing on the go-to-market strategy, helping them understand the product positioning, key benefits, and target customers.
  • Open mind and flexibility, new approaches and information are opportunities to evolve original spec into a better experience.
  • You are pragmatic and decisive with product development decisions in the context of business realities.
  • Acts as an owner and strives to make it better regardless of current role.
  • Passion to innovate and invent tomorrow, we are building the future of financial wellness and dare to dream big!
  • Self-motivated, does not seek perfection but makes improvements to our products, company, and way we work.

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.