Silvur

• Serve as the primary product expert for Silvur’s Medicare 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 Silvur Medicare agents • Translate complex Medicare product features into clear, actionable guidance tailored to each partner’s member base and operational context • 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 • Ability to lead with executive presence. Teammate will be interacting daily with the C-suite at credit unions. Knowing how to serve and engage them will be critical to your success • Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals • Customize referral workflows and program configurations to match each partner’s systems and preferences • 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 • Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur’s internal 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

Role Description Silvur is looking for a Product Specialist to serve as the central expert on our Medicare platform across a large and growing portfolio of credit union partners. This is a consolidated role that brings together what was previously split across two positions — partner success and operational partnership management — into a single, senior owner accountable for product adoption, enablement, and long-term partner health. This is not a sales or business development role. You will not be sourcing or closing new credit union partnerships. Instead, you will go deep with our existing and newly onboarded partners — driving real product utilization, building staff capability, and ensuring Silvur’s Medicare solutions are genuinely embedded in the credit union member experience at scale. 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 Medicare 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 Silvur Medicare agents. - Translate complex Medicare product features into clear, actionable guidance tailored to each partner’s member base and operational context. - 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. - Ability to lead with executive presence. Teammate will be interacting daily with the C-suite at credit unions. Knowing how to serve and engage them will be critical to your success. - Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals. - Customize referral workflows and program configurations to match each partner’s systems and preferences. - 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. - Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur’s internal 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. - Replace Powerpoint & Excel with Google suite. Add Hubspot, Asana, Canva to the tech stack to streamline 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. Requirements - 5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts). - Prior start-up experience required; comfort with ambiguity and building processes from scratch. - Background in insurance, Medicare, financial services, or B2B2C platform partnerships; ability to quickly become a credible product expert. - Proven ability to build and deliver training programs or enablement materials for non-technical audiences. - Experience using data to identify adoption gaps, measure engagement, and drive program improvements. - Strong PowerPoint and Excel skills; prior experience with project management tools such as Asana; comfortable with Google Suite, Zoom, Teams, and similar platforms. - Excellent communication and consultative skills; confident leading cross-functional projects with stakeholders at all levels. - Genuine passion for helping people navigate retirement and healthcare decisions. Benefits - 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. Company Description 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.

• Own Medicare sales performance across the territory (appointments, conversions, enrollments, retention) • Lead and coach agents across virtual and in-person channels • Step in to sell during peak demand or coverage gaps • Ensure consistent execution of the sales process and high-quality member experience • Design and build sales reporting, dashboards, and KPI frameworks • Develop and standardize sales processes, workflows, and operating rhythms • Create job aids, templates, and training resources to drive consistency and scale • Identify inefficiencies and implement process improvements across the sales org • Partner with operations, marketing, and technology to improve systems and automation • Coach agents on consultative sales, compliance, and performance improvement • Support recruiting, hiring, onboarding, and ramp of new agents • Drive accountability to performance standards and KPIs • Serve as a subject matter expert on Medicare products, compliance, and carrier processes • Support agent certification, contracting, and ongoing readiness • Support onboarding and success of credit union partners • Drive member engagement through events, webinars, and branch activity • Ensure operational readiness for new market and partner launches • Lead cross-functional initiatives and special projects (process, tools, launches) • Act as an escalation point for complex agent or operational issues • Own key SME areas (e.g., analytics, onboarding, training, recruiting) that support broader organizational scale

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 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. We believe health and wealth are inseparable in retirement—and we’re reimagining how credit union members are educated and supported during their Medicare journey. The introduction of our full-service, concierge Medicare agency, Silvur Insurance, in 2024 allows us to extend our services to provide members with much-needed one-on-one guidance led by licensed insurance agents. Our education-first model ensures trust, clarity, and personalized care. About the Role The Medicare Sales Manager – Territory Lead is responsible for driving Medicare sales performance while leading, coaching, and enabling a team of Medicare agents within an assigned territory. This role is a player-coach leader who balances direct sales leadership with operational ownership. The Sales Manager is responsible for helping agents achieve enrollment goals while also building the tools, processes, and reporting needed to scale the Medicare sales organization. The ideal candidate thrives in lean, fast-moving environments and has experience working with smaller teams with limited resources, where leaders are expected to take ownership and build infrastructure that enables growth. This includes developing reporting dashboards, job aids, training materials, operational templates, and process improvements. In addition to managing agent performance, Sales Managers serve as subject matter experts (SMEs) in key operational areas and lead cross-functional initiatives that support agent development, partner onboarding, and organizational growth. We are looking for leaders who enjoy building and scaling sales organizations—not simply managing established ones. Key Responsibilities Sales Leadership & Execution - Own Medicare sales performance across the territory (appointments, conversions, enrollments, retention) - Lead and coach agents across virtual and in-person channels - Step in to sell during peak demand or coverage gaps - Ensure consistent execution of the sales process and high-quality member experience Build & Scale Sales Systems (Core to Role) - Design and build sales reporting, dashboards, and KPI frameworks - Develop and standardize sales processes, workflows, and operating rhythms - Create job aids, templates, and training resources to drive consistency and scale - Identify inefficiencies and implement process improvements across the sales org - Partner with operations, marketing, and technology to improve systems and automation Coaching, Talent & Team Development - Coach agents on consultative sales, compliance, and performance improvement - Support recruiting, hiring, onboarding, and ramp of new agents - Drive accountability to performance standards and KPIs Medicare & Operational Expertise - Serve as a subject matter expert on Medicare products, compliance, and carrier processes - Support agent certification, contracting, and ongoing readiness Territory Growth & Partner Execution - Support onboarding and success of credit union partners - Drive member engagement through events, webinars, and branch activity - Ensure operational readiness for new market and partner launches Organizational Leadership - Lead cross-functional initiatives and special projects (process, tools, launches) - Act as an escalation point for complex agent or operational issues - Own key SME areas (e.g., analytics, onboarding, training, recruiting) that support broader organizational scale Travel - Up to 50% travel may be required to support agents, credit union branches, and member engagement events within the territory. - Occasional overnight travel should be expected. - Must live in Mid-Atlantic / Northeast Regions. Driving distance to airport less than 1 hour and/or (direct flights to Boston, NY, Baltimore) What Success Looks Like - Consistent achievement of territory enrollment and revenue targets - Clear, scalable sales processes adopted across the team - Strong agent performance, productivity, and retention - Operational systems (reporting, tools, training) that enable growth beyond the current team

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 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. We believe health and wealth are inseparable in retirement—and we’re reimagining how credit union members are educated and supported during their Medicare journey. The introduction of our full-service, concierge Medicare agency, Silvur Insurance, in 2024 allows us to extend our services to provide members with much-needed one-on-one guidance led by licensed insurance agents. Our education-first model ensures trust, clarity, and personalized care. About the Role We're looking for a contract Data Engineer to partner with our Principal Data Scientist in maintaining and improving our legacy reporting infrastructure. This is a hands-on, execution-focused role — you'll spend most of your time writing and optimizing SQL, working within Equals for reporting, and ensuring our data pipelines from HubSpot and postgres remain accurate and reliable. What You'll Do - Write, debug, and optimize SQL queries that power legacy dashboards and recurring reports. - Work in Equals to build, maintain, and troubleshoot reporting workflows. - Navigate and document existing database schemas, identifying data quality issues or inconsistencies. - Extract, transform, and validate data from HubSpot (contacts, deals, campaigns, and custom objects) and Postgres databases to support business reporting needs. - Collaborate closely with our Principal Data Scientist to prioritize work and ensure continuity of reporting during the engagement.

• Define product vision, success metrics, and prioritized roadmaps for agent-facing and consumer-facing Medicare products • Partner with stakeholders across Operations, Compliance, Engineering, and Design to identify needs and translate them into clear product requirements • Lead discovery, user research, and workflow analysis to optimize agent efficiency and deliver a high-quality enrollment experience • Drive iterative product development, ensuring features are delivered on time and with measurable impact • Monitor product performance, analyze data, and refine solutions to improve conversion, customer satisfaction, and operational outcomes • Ensure products meet Medicare regulatory requirements and internal compliance standards