Client Success Specialist, Platform Partnerships
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, with features in major publications and backing from 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 long-term partner health for over 30 active credit union partners. Success in this role relies on relationship quality, building repeatable playbooks, scalable training programs, and data-informed 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.
Benefits
- Salary: $70-80,000 per year, depending upon experience.
- Options (stock options).
- Health benefits (healthcare, vision, and dental).
- Paid time off + holidays.
- 401k with employer contribution.
- Technology to help you excel in your role.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
