Client Success Specialist, Insurance Partnerships

Silvur

15h•$70,000 - $80,000•Hybrid

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 guides members through 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 Client Success Specialist will manage partner relationships, ensuring partners are engaged, supported, and deriving value from the Silvur program. This involves serving as a primary point of contact, managing relationship health through proactive communication, and conducting meetings and business reviews. The role also focuses on increasing product usage and referral volume. A key aspect is product adoption and enablement, requiring the specialist to become a product expert and deliver training to credit union staff and agents, while also creating reusable enablement materials. Data analysis and cross-functional collaboration are essential for tracking program success, identifying trends, and providing feedback to internal teams. The role will also involve supporting new partner onboarding and implementation, which is expected to grow over time.

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.