Candidly is a high-growth startup focused on optimizing student debt and savings solutions through an AI-driven platform. They are seeking a Senior Product Manager to lead the Delivery team responsible for efficiently onboarding employers and enhancing the delivery infrastructure to support their platform's scalability.
Responsibilities:
- 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
- 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
- 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
- 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
- Coordinate across Customer Success, Partner Success, Sales, and Compliance to manage concurrent partner launches and meet financial institution security standards
- Prioritize and manage the backlog; lead sprint ceremonies, release coordination, and product quality standards
Requirements:
- 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
- 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
- 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