Client Success Specialist, Insurance Partnerships
About The Position
Silvur is modernizing retirement decision-making by partnering with financial institutions to provide tools and resources to their account holders. Their tech-powered insurance platform assists members with health and wealth decisions during retirement. The company has experienced significant growth, doubling its partner network and is seeking a Client Success Specialist to manage day-to-day relationships with credit union partners, drive adoption, deliver training, and build scalable support systems. This role emphasizes building repeatable playbooks, scalable training, and data-informed engagement, with an increasing focus on AI-driven workflows.
Requirements
- Travel is expected for in-branch training, executive business reviews, and partner relationship-building.
- 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles.
- Startup experience preferred; comfort with ambiguity and building process where none exists.
- Experience collecting and analyzing data to make informed decisions.
- Comfort with a modern, AI-first lightweight tech stack including Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva+.
- Excellent relationship-building, communication, and project-management skills.
- Comfort leading cross-functional initiatives with internal and external stakeholders.
Nice To Haves
- You'll build the plane while flying it.
- There will be lots of unknowns and processes to figure out.
- The ideal teammate thrives in ambiguity, builds process where none exists, and doesn't wait for executives to hand over the answers.
- You'll grow with the company.
- This is a launchpad, not a holding pattern.
- You'll help reinvent the work itself.
- We're building everything AI-native.
- You'll design AI-first workflows and automations that let one person do what used to take a team.
Responsibilities
- Serve as a day-to-day point of contact for credit union partners, addressing product questions, resolving escalations, and ensuring program progress.
- Manage the ongoing health of partner relationships through proactive check-ins, prompt responses, and ensuring a positive partner experience.
- Conduct recurring meetings and executive business reviews to identify adoption gaps, highlight successes, and align on objectives.
- Identify and capitalize on opportunities to increase product usage and referral volume within assigned accounts.
- Become an expert on Silvur's Insurance platform and serve as the primary resource for partners.
- Design and deliver training for credit union staff and in-branch teams, in coordination with local Silvur Insurance agents.
- Develop and deploy repeatable enablement materials, playbooks, and resources for a large partner portfolio.
- Track referral activity, engagement, and product utilization across partners to guide focus areas.
- Surface insights and trends to internal teams and translate partner feedback into actionable product and process recommendations.
- Collaborate with operations, product, and marketing teams to enhance client and member outcomes.
- Support the onboarding of new partners from kickoff to deployment with a structured, education-first approach.
Benefits
- Total compensation package including salary and options.
- Health benefits (healthcare, vision, and dental).
- Paid time off + holidays.
- 401k with employer contribution.
- Choice of technology needed to excel in the role.
- In-person environment with an impact-driven, high-growth team.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
