- Experience
- 5+ yrs
- Salary
- USD 90,000 – USD 110,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Eligibility
- Candidates should have at least 5 years of relevant experience and be comfortable operating in a startup-style, ambiguous environment while managing multiple partner accounts.
- Resume
- Required to apply
Job description
About the Company
Silvur is rethinking how Americans make retirement-related decisions. The company works with financial institutions to give account holders practical tools and learning resources, including personalized content, calculators, and access to healthcare and financial services that support major choices for people in their 50s, 60s, and retirement years. Its insurance-focused technology platform helps members navigate important health and wealth decisions.
The company’s white-label online platform reaches millions of credit union members and has been recognized by Forbes as one of the Fintech 50 Most Innovative Companies. Silvur has also been covered by The New York Times, Fortune, CNBC, and Yahoo! Finance, and is supported by investors such as Anthemis, along with strategic partners including Curql, Reseda Group, Idaho Central Credit Union, Maps, WESECU, and Mission Federal Credit Union.
About the Role
Silvur is hiring a Client Success Specialist to act as the main authority for its Insurance platform across a large and expanding group of credit union partners. The role is focused on driving product adoption, partner enablement, and long-term account health.
You will oversee more than 16 active credit union partners, so success in this position depends on strong relationship management as well as the ability to create repeatable processes, scalable training, and engagement strategies backed by data.
Key Responsibilities
The role covers partner enablement, account management, onboarding, analytics, and collaboration across teams.
Product Adoption and Enablement
- Act as the main subject-matter expert for Silvur’s Insurance platform for all active credit union partners.
- Create and run scalable training for credit union employees, branch teams, and executive leaders in coordination with local Silver Insurance agents.
- Develop reusable enablement assets, playbooks, and support materials that can be rolled out efficiently across a broad partner base.
Partner Relationship Management
- Manage the ongoing relationship for 16+ credit union partners and serve as the primary contact for product questions, escalation support, and optimization opportunities.
- Lead quarterly business reviews and regular check-ins to identify adoption issues, highlight successes, and align on objectives.
- Spot and pursue opportunities to increase product usage within current accounts.
Onboarding and Implementation
- Own the full onboarding journey for new partners, from kickoff through complete program launch, using a structured and education-first approach.
- Coordinate schedules, training delivery, and onboarding documents across internal teams and partner organizations.
Technology and AI
- Help shape an AI-first delivery model for partner support and enablement.
- Use tools such as Claude and ChatGPT confidently, including building automations that help scale partner-facing deliverables.
Data, Reporting, and Cross-Functional Work
- Set up and monitor referral tracking, engagement metrics, and platform usage data across the partner portfolio.
- Share trends and findings with internal teams and turn partner feedback into practical product and process recommendations.
- Work closely with operations, product, and marketing teams to improve member outcomes and contribute to the product roadmap.
What the Role Requires
- Comfort working in a 0 to 1 environment where many processes are still being built.
- Ability to solve problems independently in an ambiguous setting without relying on executives for every answer.
- At least 5 years of experience in partner success, client onboarding, account management, or product specialist roles, ideally with portfolios of 10+ accounts.
- Startup experience and ease working in situations where structure is limited and processes must be created from scratch.
- Exposure to insurance, financial services, or B2B2C platform partnerships.
- Experience gathering and interpreting data to support decision-making.
- Comfort using a modern AI-first tool stack, including Claude, Google Workspace, HubSpot, Asana, and Canva.
- Strong communication, relationship-building, and project management abilities.
- Experience leading cross-functional initiatives with both internal teams and external stakeholders.
Benefits and Compensation
- Total compensation includes salary, equity/options, healthcare coverage, vision, dental, paid time off, holidays, and a 401(k) with employer contribution.
- Employees may choose the technology needed to perform well in the role.
- The team offers a flexible, mission-driven environment within a high-growth company focused on the future of retirement healthcare.
- Base salary is $90,000 to $110,000 per year, depending on experience.
- This position is also eligible for incentive pay with a target of up to $40,000 based on results.
Equal Opportunity
Silvur Technology Services is an equal opportunity employer and is committed to building an inclusive workplace that reflects the communities it serves.