Client Success - Insurance Partnerships

Silvur

4d•$90,000 - $110,000•Remote

About The Position

Silvur is modernizing retirement decision-making by partnering with financial institutions to deliver tools and resources to their account holders. Their tech-powered insurance platform guides members through significant health and wealth decisions. The company's white-labeled online platform is available to millions of credit union members and has received recognition as a Forbes Fintech 50 Most Innovative Company. Silvur is backed by leading VCs and strategic investors. This role is for a Client Success Specialist who will be the central expert on Silvur's Insurance platform for a large portfolio of credit union partners. The specialist will be responsible for product adoption, enablement, and long-term partner health. The role involves managing over 16 credit union partners, requiring the ability to build repeatable playbooks, scalable training programs, and data-informed engagement strategies.

Requirements

Ability to 'Thrive in 0→1’ environment with lots of unknowns and things to figure out.
Excel working in an ambiguous environment where you have to figure out processes from scratch and not rely on Executives to provide all the answers.
Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables.
Excellent relationship-building, communication, and project-management skills.
Comfort leading cross-functional initiatives with internal and external stakeholders.

Nice To Haves

5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts).
Startup experience required; you're comfortable with ambiguity and building process where none exists.
Background in insurance, financial services, or B2B2C platform partnerships.
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+.

Responsibilities

Serve as the primary product expert for Silvur’s Insurance 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.
Own the ongoing relationship for 16+ credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization.
Manage quarterly business reviews and 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.
Lead 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.