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 significant health and wealth decisions. The company has experienced rapid 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 help build scalable processes. This role is crucial for supporting a growing partner network with a lean team, emphasizing repeatable playbooks, scalable training, and data-informed engagement, increasingly leveraging AI. The position involves managing partner health, designing and delivering training, tracking data, collaborating cross-functionally, and supporting new partner onboarding. Success will be measured by partner satisfaction, retention, program adoption, and engagement. The role requires comfort with ambiguity, building processes, and a desire to grow with the company. It involves working in an AI-native environment, utilizing tools like Claude, and requires travel for in-branch training and business reviews.
Requirements
- 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
- Startup experience preferred; you're comfortable with ambiguity and building process where none exists
- 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
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.
Benefits
- salary
- options
- health benefits (healthcare, vision, and dental)
- paid time off + holidays
- 401k with employer contribution
- technology you need to help you excel in your role
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
