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Silvur

The only retirement planning platform exclusively built for those over 50. Get your Retirement Score.

Client Success – Insurance Partnerships

Location

United States

Posted

4 days ago

Salary

$90K - $110K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Client Success – Insurance Partnerships

Silvur

• 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. • Lead new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach. • 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.

Job Requirements

  • This role requires the ability to 'Thrive in 0→1’ environment.
  • 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.

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.

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