Client Success Specialist, Platform Partnerships

Silvur

15h•$70,000 - $80,000•Remote

About The Position

Silvur is modernizing retirement decision-making by partnering with financial institutions to provide account holders with tools and resources like personalized content, calculators, and connections to healthcare and financial services. Their tech-powered insurance platform guides members through significant health and wealth decisions. The company's white-labeled online platform is accessible to millions of credit union members and has received recognition as a Forbes Fintech 50 Most Innovative Company. Silvur has been featured in major publications and is supported by prominent VCs and strategic investors. This role focuses on serving as a partner point of contact for a growing portfolio of credit union partners. The Client Success Specialist will be responsible for supporting product adoption, enablement, and ensuring long-term partner health. The role involves supporting over 30 active credit union partners, requiring strong relationship management skills, the ability to develop repeatable playbooks, scalable training programs, and data-driven engagement strategies.

Requirements

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+.
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.
Excitement to build AI-first delivery model.
Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables.

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 materials that support proactive check-ins to surface adoption gaps, celebrate wins, and align on goals.
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.
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.