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, has been recognized on the Forbes Fintech 50, and has been featured in major financial publications. Silvur is backed 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 driving product adoption, enablement, and ensuring long-term partner health across over 30 active credit union partners. Success in this role relies on strong relationship management, the ability to develop repeatable playbooks and scalable training programs, and data-informed engagement strategies suitable for a large client base.
Requirements
- 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles.
- Startup experience preferred; 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+.
- Excellent relationship-building, communication, and project-management skills.
- Comfort leading cross-functional initiatives with internal and external stakeholders.
Nice To Haves
- Excitement to build AI-first delivery model.
- Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables.
- Ability to 'Thrive in 0→1’ environment, excelling in ambiguous situations and figuring out processes from scratch.
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 materials for proactive check-ins to identify adoption gaps, celebrate successes, 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, using 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
- 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 work environment.
- Opportunity to work 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
