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.

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