Client Success Specialist

About Us:

Silvur is modernizing what retirement decision-making in America looks like. We partner with financial institutions to deliver world-class tools and educational resources to their account holders—including personalized content, calculators, and connections to healthcare and financial services—to support the critical decisions their members make in their 50s, 60s, and through retirement.  Our tech powered insurance platform guides these members through the biggest health and wealth decisions of their life.

Our white-labeled online platform is available to millions of credit union members and has been named to the Forbes Fintech 50 Most Innovative Companies. We’ve been featured in The New York Times, Fortune, CNBC, and Yahoo! Finance, and are backed by leading VCs like Anthemis and strategic investors including Curql, Reseda Group, Idaho Central Credit Union, Maps, WESECU, and Mission Federal Credit Union.

About the Role

Silvur is looking for a Client Success Specialist to serve as the central expert on our Insurance platform across a large and growing portfolio of credit union partners. In this role you will be accountable for product adoption, enablement, and long-term partner health.

You’ll manage 16+ active credit union partners, which means your success depends not just on relationship quality but on your ability to build repeatable playbooks, scalable training programs, and data-informed engagement strategies that work across a large book of business.

What You’ll Own

Product Adoption & Partner Enablement

• 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

Partner Relationship Management

• 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

Onboarding & Implementation

• 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

Tech and AI Curiosity 

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

Data, Reporting & Cross-Functional Collaboration

• 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

We want to be transparent so you can self-select accurately:

• This role requires the ability to 'Thrive in 0→1’ environment.  There will be lots of unknowns, things to figure out.  Ideal teammate will 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

Preferred Qualifications

• 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+.  We use Claude all day!
• Excellent relationship-building, communication, and project-management skills
• Comfort leading cross-functional initiatives with internal and external stakeholders

You will be an employee of Silvur Technology Services. Employees receive a total compensation package including salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution. You may choose the technology you need to help you excel in your role. You will work in a flexible environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.

Base Salary: $90,000 – $110,000 per year, depending upon experience.

Incentive: This role is eligible for incentive with a target of up to $40,000 depending on results.

Silvur Technology Services is an equal opportunity employer. We’re committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.