Client Success Specialist, Insurance Partnerships

Summary

Silvur is modernizing retirement decision-making by providing financial institutions with technology-powered tools, educational resources, and insurance services. The Client Success Specialist will manage credit union partner relationships, drive program adoption, deliver training, use data to guide engagement, and support onboarding and implementation as the partner network grows.

Responsibilities

• Serve as a day-to-day point of contact for a group of credit union partners — answering product questions, resolving escalations, and keeping programs on track
• Manage the ongoing health of your partner relationships: proactive check-ins, quick response, and a great partner experience
• Help run recurring meetings and executive business reviews to surface adoption gaps, celebrate wins, and align on goals
• Spot and act on opportunities to deepen product usage and referral volume within your accounts
• Become a product expert on Silvur's Insurance platform and the go-to resource for your partners
• Design and deliver training for credit union staff and in-branch teams, in collaboration with local Silvur Insurance agents
• Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio
• Track referral activity, engagement, and product utilization across your partners, and use the data to guide where you focus
• 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 client and member outcomes
• Support onboarding of new partners from kickoff through deployment with a structured, education-first approach. As our partner network expands in the coming year, this becomes a larger part of the role

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
• Travel is expected. In-branch training, executive business reviews, and partner relationship-building mean regular time on-site across our credit union footprint
• 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
• Travel is expected. In-branch training, executive business reviews, and partner relationship-building mean regular time on-site across our credit union footprint

Nice to Haves

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

Benefits

• Options
• Health benefits (healthcare, vision, and dental)
• Paid time off + holidays
• 401k with employer contribution
• You may choose the technology you need to help you excel in your role.
• You will work in a flexible environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.