Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
Director, Assisted Banking Strategies
About Candescent
Candescent is the leading cloud-based digital banking solutions provider for financial institutions. We are transforming digital banking with intelligent, cloud-powered solutions that connect account opening, digital banking, and branch experiences for financial institutions. Our advanced technology and developer tools enable seamless, differentiated customer journeys that elevate trust, service, and innovation. Success here requires flexibility in a fast-paced environment, a client-first mindset, and a commitment to delivering consistent, reliable results as part of a performance-driven, values-led team.
Job Summary
The Director, Assisted Banking Strategies operates as a highly analytical, commercially minded business partner and strategic advisor to the President. Acting as a strategic orchestrator, this individual possesses the macro-level business acumen required to look holistically across the Assisted Banking ecosystem and to bring together the various facets of the business to serve the commercial motions that define success in Assisted Banking at Candescent.
The Director ensures cross-functional visibility, bridges internal corporate execution with external market realities, and synthesizes end-to-end performance metrics for ELT, Board, and investor reporting. The ideal candidate brings an investor-minded approach to evaluating business data, possesses the executive presence to maintain cross-functional alignment, and is highly effective in front of clients actively participating in strategic accounts and helping accelerate high-value deal cycles alongside the President.
Key Responsibilities and Deliverables
Assisted Banking Partner Sales Leadership
Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the strategic priorities established by the President into field-level execution.
Develop strong working relationships with Assisted Banking leadership, sellers, Professional Services leaders, and key channel partners.
Establish clear engagement models between Candescent and the Assisted Banking organization and identify areas where executive intervention from the President is required.
Ensure the Assisted Banking sales organization and channel understand how and when to position Candescent software and services as part of their solutions to financial institutions.
Team Leadership
Lead and develop Candescent’s dedicated Assisted Banking partner-sales team, including the partner-sales resources supporting the organization.
Provide direction and prioritization to the Solution Consultant supporting the channel and deploy technical resources against the highest-value opportunities.
Establish clear objectives, accountabilities, coverage models, and performance expectations for the team.
Pipeline, Opportunity & Revenue Management
Own the Assisted Banking channel pipeline, bookings execution, ARR growth, renewals, expansion, and new-logo opportunities.
Establish disciplined opportunity-management and funnel-review processes with Assisted Banking and its key channel partners.
Engage directly in significant opportunities and ensure the right Candescent sales, technical, services, product, and…