• Serve as the main point of contact for your accounts, ensuring they are getting the maximum value out of the WorkWave platform while partnering with the Account Manager to gain a 360 view of the customer and assist with upsell opportunities. • Move beyond reactive support by anticipating client needs, identifying opportunities for expansion, and aligning our solutions with their business goals. • Become well versed in our solutions. You will be the internal expert for your clients, helping them to understand the features and benefits available to support their business needs. • Feed your insights back to our Product and Engineering teams. You are on the front lines; your observations about feature usage (or lack thereof) will directly influence our roadmap. Being an advocate who thinks outside the box. • Manage the nuances and complexities of our customer’s needs, their workforce and the people they provide services to. Providing our customers with data and insights to help them grow and overcome challenges.

Role Description 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. 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+. - Excellent relationship-building, communication, and project-management skills. - Comfort leading cross-functional initiatives with internal and external stakeholders. Requirements - 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. Benefits - Total compensation package including salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution. - Choose the technology you need to help you excel in your role. - 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.

• Support mortgage brokers by managing the end-to-end loan processing cycle • Liaise internally with Directors, Mortgage Brokers, and Broker Support Team • Manage and maintain Mercury CRM to keep pipelines accurate • Conduct initial credit pre-assessments and prepare credit proposals • Package and prepare mortgage applications for submission • Follow up with lenders, solicitors, and conveyancers to keep files on track toward settlement • Serve as a key point of contact for clients from pre-assessment to settlement • Maintain up-to-date knowledge of lender policies, products, and industry regulations

• Beratung und Betreuung von B2B-Kunden • Konzeption und Ausführung Marketing und Sales Automation Strategien sowie Kampagnen • Planung und Setup von Marketing Automation und CRM Systemen • Analyse und Optimierung des Marketing Automation-Setups (z.B. HubSpot, Salesforce, Dynamics) • Setup, Testing und Optimierung von Automation Maßnahmen in verschiedenen Systemen • Training und Onboarding von Kunden im Marketing Automation Setup • Mitwirkung am Ausbau des Geschäftsbereiches und der Technologiepartnerschaften