Client Success Specialist, Platform Partnerships

Silvur; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401k with employer contribution

In-person team environment

Job summary

Silvur is seeking a Client Success specialist to manage a large portfolio of credit union partners, driving product adoption, enablement, and long-term health. You will support 30+ partners, crafting repeatable playbooks, scalable training, and data-informed engagement strategies to scale impact across the book of business.

You will coordinate onboarding end-to-end, build cross-functional collaboration with product, operations, and marketing, and leverage an AI-first delivery model (Claude,

Qualifications

• 1-2+ years of experience in partner success, onboarding, account management, marketing or product roles.
• Startup experience preferred; comfortable with ambiguity and building processes from scratch.
• Experience collecting and analyzing data to inform decisions.
• Comfort with an AI-first lightweight tech stack (Claude, Google Workspace, HubSpot, Asana, Canva).
• Excellent relationship-building, communication, and project-management skills.

Responsibilities

• Serve as partner contact for Silvur's digital education & data platform across active credit union partners.
• Design and deliver scalable training programs for staff, in-branch teams, and exec stakeholders with partners.
• Build repeatable enablement materials, playbooks, and resources for deployment across a large portfolio.
• Support 30+ credit union partners with product questions, escalations, and program optimization.
• Lead onboarding end-to-end from kickoff through full deployment with a structured approach.

Skills

Partner success

Onboarding

Account management

Data analysis

Relationship building

Tools

Claude AI

Google Workspace

HubSpot

Asana

Canva

Job description

About Us:

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.

About The Role

Silvur is looking for a Client Success specialist to serve as a partner point of contact across a large and growing portfolio of credit union partners. In this role you will be accountable for supporting the team driving product adoption, enablement, and long-term partner health.

You'll support 30+ 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 a partner contact for Silvur's digital education & data 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

• Support 30+ credit union partners, serving as a point of contact for product questions, support escalations, and program optimization
• Build quarterly business reviews and provide the team with the materials that support proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• Help the team Identify and act on opportunities to deepen product usage within existing accounts

Onboarding & Implementation

• Launch and support 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

What This Role Is

• This role requires the ability to 'Thrive in 0-1' environment. There will be lots of unknowns, things to figure out. Ideal teammates 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

Requirements

• 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
• Startup experience preferred; you're comfortable with ambiguity and building process where none exists
• 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+. We use Claude all day!
• Excellent relationship-building, communication, and project-management skills
• Comfort leading cross-functional initiatives with internal and external stakeholders

Benefits

You will be an employee of Silvur Technology Services. 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 an in-person environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.

Base Salary: $70-80,000 per year, depending upon experience.

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.