• Serve as the primary product expert for Silvur's retirement planning platform across all active credit union partners • Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders • Translate the platform's retirement-education tools — Social Security, Medicare, housing, and the Retirement Score — 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 a portfolio of credit union platform partners, serving as the primary point of contact for product questions, support escalations, and program optimization • Lead with executive presence — you'll be interacting daily with the C-suite at credit unions, and 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 — including introducing the Medicare program, which platform partners can adopt with no additional platform sale required • 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

• Assess and optimize client sales and service processes across various industries, including new business and customer retention sales processes and channel and self-service sales processes. • Design and implement scalable sales and go-to-market strategies to achieve client goals. • Deliver best-in-class consultancy on sales, revenue, and service operations. • Stay updated on sales/service methodologies to provide recommendations for various industries. • Develop and implement comprehensive training plans for process and technology adoption. • Serve as a knowledgeable resource for fellow consultants, demonstrating internal value.

• Build and convert a strong pipeline within Financial Services by actively engaging with the wider innovation ecosystem. • Establish and nurture relationships across emerging FinTech communities, partners, and industry bodies. • Understand client priorities and market disruption trends, translating these into innovative solutions. • Win professional services contracts and consistently meet or exceed sales targets. • Take full accountability for opportunity creation and pursuit from early-stage qualification through to close. • Lead compelling presentations, workshops, and negotiations with senior stakeholders.

• Owning and executing a portfolio of renewal contracts in an assigned territory • Ensuring all renewals occur on time • Identifying growth opportunities and providing insights to the business that improve future business outcomes • Identifying and escalating risk within customer portfolio • Partner with Account Executives to develop and execute win/win negotiation strategies for account contract renewals that maximize long term contract value while protecting and enhancing customer trust • Own, drive and manage the renewal process with customers, including renewal quotes and renewal opportunities, in collaboration with Customer Success, Finance, Legal, Deal Desk and Sales teams to ensure all contracts are timely and accurate • Maximize account growth opportunities by playing an active role on the account team and helping to identify incremental opportunities aligned to activities within the renewal playbook • Identify customer requirements, uncover roadblocks, and demonstrate strong account management and commercial capabilities to drive renewal to on-time closure (OTRR: On Time Renewal Rate & Revenue Retention will be a KPI) • Provide Customer Success Management and Sales with complete visibility to renewals and involve Algolia Leadership as required • Accurately maintain/update and provide renewal forecast of your territory and communicate any renewal risk to internal resources to develop resolution strategies • Follow and adhere to best practices for all internal processes, including, but not limited to, Opportunity Management, Data Quality and accuracy, Quotations and Forecasting • Achieve financial and strategic targets for minimizing attrition, positioning favorable terms, boosting incremental revenue via up-sells, cross-sells and add-ons, and maximizing customer value • Accurately forecast and manage pipeline on a monthly and quarterly basis