Client Success Specialist, Platform Partnerships

Summary

Silvur is modernizing retirement decision-making by partnering with financial institutions to provide digital tools and educational resources for their account holders. The Client Success Specialist will support credit union partners through product adoption, enablement, onboarding, relationship management, data reporting, and cross-functional collaboration.

Responsibilities

• Serve as a partner contact for Silvur’s digital education & data platform across all active credit union partners
• Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders in collaboration with local Silver Insurance agents
• Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio
• Support 30+ credit union partners, serving as a point of contact for product questions, support escalations, and program optimization
• Build quarterly business reviews and provide the team with the materials that support proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• Help the team Identify and act on opportunities to deepen product usage within existing accounts
• Launch and support new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach
• Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams
• Excitement to build AI-first delivery model
• Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables
• Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio
• Surface insights and trends to internal teams; translate partner feedback into actionable product and process recommendations
• Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap

Skills

• * 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
• * Experience collecting and analyzing data to make informed decisions
• * Comfort across a modern, AI first lightweight tech stack — Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva+.  We use Claude all day!
• * Excellent relationship-building, communication, and project-management skills
• * Comfort leading cross-functional initiatives with internal and external stakeholders
• * Startup experience preferred; you're comfortable with ambiguity and building process where none exists

Qualifications

Must Haves

• * 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
• * Experience collecting and analyzing data to make informed decisions
• * Comfort across a modern, AI first lightweight tech stack — Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva+.  We use Claude all day!
• * Excellent relationship-building, communication, and project-management skills
• * Comfort leading cross-functional initiatives with internal and external stakeholders

Nice to Haves

• * Startup experience preferred; you're comfortable with ambiguity and building process where none exists

Benefits

• Options
• Health benefits, including healthcare, vision, and dental
• Paid time off and holidays
• 401k with employer contribution
• You may choose the technology you need to help you excel in your role
• Flexible environment