Role Description Silvur is looking for a Product 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. Company Description 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.

• Serve as Subject Matter Expert for the Beckman Coulter and non-Beckman Coulter Hematology and Urinalysis product lines as well as our workflow-based product portfolio • Collaborate closely with Sales Executives on account and campaign strategies to advance sales opportunities and ensure line of site to any obstacles or systemic issues that would prevent us becoming technical vendor of choice • Provide support through peer level expertise with highly technical customers; engaging with an account when further product differentiation is required to advance the sale at a highly technical level, involving side-by-side evaluations or case study reviews as needed • Act as Business Unit liaison for new and future product introductions • Conduct customer workflow optimization analysis, technical customer presentations, VIP and demo van demonstrations as appropriate and run wet and dry demonstrations of Hematology and/or Urinalysis instrumentation at customer sites

Role Description Candidate must reside in Western IA. This Engagement Specialist (ES) role focuses on the following areas of accountabilities to support the work of the Engagement Team: - Event Execution: Implements the activity plans of the Thrivent Member Network (TMN) and Engagement Team. - Communication Plan: Implements the internal and external communication plan of the TMN they support in alignment with Thrivent brand and enterprise communication strategies and plans. - Data and Analytics: Leverages outcomes and participant experience data from the Membership programs and engagement activities implemented to inform future plans and to provide relevant outcomes reporting for their respective Engagement Team, Advisor Group leaders and TMN Board. - Secretary to TMN Board: Serves as Secretary to the Thrivent Member Network board(s) in the Advisor Group they serve. DUTIES & RESPONSIBILITIES: - TMN and Engagement Event Execution: - Create, plan, execute and manage a cadence of events within the TMN based on membership data, expressed needs and passions of members and aligned to the growth strategy of the Advisor Group. - Coordinate all event logistics, including venue, catering, and contracts. - Support execution of virtual, hybrid and in-person engagement activities including workshops, events and webinars. - When appropriate, be present at planned events. - Engagement Communication Plan: - Collaborate with stakeholders and teams within Membership and Thrivent enterprise to bring relevant communication to clients and prospective clients. - Develop and execute a strategic internal and external communication plan to support the engagement activities of the Thrivent Member Networks served. - Manage all aspects of TMN projects, events and partnerships with identified Christian organizations, non-profits and churches as assigned. - Data and Analytics: - Develop expert knowledge of Thrivent programs and resources, and the demographics of the region and markets the position serves. - Complete all required activity reporting and analysis for engagement activities and provide reports to leadership, team members and TMN boards. - Secretary to the TMN Board: - Make logistics plans for quarterly TMN board meetings and communicate with TMN board members about the quarterly TMN board meetings. - Arrange hotel lodging, meals, speakers, etc. for quarterly TMN board meetings. - Take meeting minutes for board meetings, send those to the Governance Team at Thrivent for review and add them to Board Effect. - Add meeting materials to Board Effect in advance of board meetings. In addition to the functional focus of the role above, the role demonstrates these leadership behaviors in how they conduct their work: - Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. - Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. - Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients. This role may interact with: - Membership and Engagement Leaders - Thrivent enterprise leaders (Growth and Generosity, Marketing, Communications, PR, etc.) - Field leaders - Advisors - External vendors - Media, community leaders, local government officials Qualifications - Bachelor’s degree or commensurate experience - 3+ years’ experience utilizing social media platforms to deliver results - Strong project management and organizational skills - Ability to analyze data for business purposes - Effective communication skills, including written, verbal and presentation skills - Ability to leverage the technical tools of the job, including Microsoft Suite, Salesforce, Social Media Platforms and Digital Client Engagement and Insights Platforms - Strong collaboration and relationship building skills - Ability to work evenings, weekends, and travel to events - Must have proper home office environment to conduct remote work, including suitable high-speed internet Requirements - Strong preference for candidates located in Des Moines/Johnston - Ability to work independently and effectively to manage multiple projects simultaneously - Ability to navigate change and transforming business practices - Knowledge of financial services industry, fraternal benefit societies, or membership organizations - Bi-Lingual (English/Spanish) preferred in specific markets Benefits - Various bonuses (including, for example, annual or long-term incentives) - Medical, dental, and vision insurance - Health savings account - Flexible spending account - 401k - Pension - Life and accidental death and dismemberment insurance - Disability insurance - Supplemental protection insurance - 20 days of Paid Time Off each year - Sick and Safe Time - 10 paid company holidays - Volunteer Time Off - Paid parental leave - EAP - Well-being benefits - Other employee benefits

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Associate Managing Consultant, Customer Success, Product Specialist, Advisors Client Services Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation and delivers better business results. All About Us The Advisors Client Services team is a key differentiator for Mastercard, providing cutting-edge services that help our customers grow. Focused on thinking big and scaling fast around the globe, this agile team is responsible for end-to-end solutions for a diverse global customer base. We combine traditional management consulting with our rich data assets and in-house technology to provide our clients with powerful strategic insights and recommendations. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business needs. Within Data and Services, the Business & Market Intelligence (B&MI) suite of products, aims to bring to market innovative solutions combing the power of consulting and technology. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end. The role will lead initiatives to support the growth and scalability of the B&MI product suite business in the region All About the Role Make an impact as an Associate Managing Consultant, Customer Success Product Specialist, Advisors Client Services Advisors CS-SPD is an execution-oriented client facing competency that applies proven, accredited change skills and domain experience to partner with clients and help them drive measurable value by: • Project management and delivery of new and complex products, platforms and services to market smoothly and efficiently • Building strong credible relationships with our clients and internal stakeholders • Act as 'voice of the customer' internally and use these valuable feedback / insights to drive customer experience• Pro-actively engaging with customers to strengthen their internal skills, knowledge, and experience for Mastercard products and solutions• Acting as the knowledge expert on products and solutions and the most effective means of implementation As an Associate Managing Consultant, you will develop a deep understanding of our product features & functionalities and be responsible for the successful delivery of our analytics solutions (where required) that drives value for our clients. Your Responsibilities• You will act as a coach for our customers. Your coaching efforts will support our customers in implementing our products and solutions in ways that add value for their businesses, derive insights and ultimately support our customers in their strategic goals • Conduct platform demonstration, training and hosting webinars. • Leads assigned delivery projects to ensure contractual objectives and delivery on-time goals are met.• Research and deliver solutions for complex problems and respond to inquiries • Identify areas of improvement, track project & task updates, and identify clients at risk of churning • Act as a liaison between the client and product development teams and assist with prioritization of client requested platform enhancements, customization, and/or client specific features.• Realise operational efficiencies in the way solutions are delivered to customers• Demonstrate a commercial mindset in identifying cross-sell and up-sell of solutions• Drive license retention and identify new logos to support commercial goals• Manage user-onboarding process and effectively partner with users to improve their ability to leverage insights and data to drive business decisions. • Develops and maintains strong working relationships, with partners in other business functions to complete delivery and customer support tasks. All About You• Experience in delivery of SaaS solutions or data products • Proven experience working in Customer Delivery or Consulting fostering strong customer engagement, demonstrating value add to customers, and leading to successful product / project deliverables• Execute a data-driven approach to defining priorities and tracking success• Demonstrating a customer success mindset focused on delivering solutions that are scalable, leverage innovative technologies, and delightful for end-users• Proven ability to work with both business and technology stakeholders; strong writer, presenter, and speaker. • Exceptional analytical and quantitative problem-solving skills • Enthusiastic with the ability to inspire others and create a collaborative culture of teamwork.• Demonstrated ability to develop relationships with both mid- and executive-level customer contacts. All About Your Education & Skills • Bachelor's degree or equivalent qualification. • English required; other languages is an advantage. • Comfortable with significant customer interaction and excited to build executive-level relationships. • Advanced Word, Excel, and PowerPoint skills required. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: - Abide by Mastercard's security policies and practices; - Ensure the confidentiality and integrity of the information being accessed; - Report any suspected information security violation or breach, and - Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.