Partner Success Specialist - Insurance Partnerships

Silvur; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Salary $70–$80k per year

Health benefits

Paid time off

401k with employer contribution

Job summary

Silvur is seeking a Client Success Specialist to manage day-to-day partnerships with credit unions, drive adoption of the Insurance platform, and deliver scalable training and playbooks. You will develop repeatable processes, monitor engagement, and collaborate with operations, product, and marketing to improve outcomes.

The role emphasizes AI-native workflows, building scalable solutions, and working in a lean, high-growth environment with on-site travel across the partnership footprint.

Qualifications

• 1-2+ years experience in partner success, client onboarding, account management, marketing or product specialist roles.
• Startup experience and comfort with ambiguity are valued.
• Experience collecting and analyzing data to inform decisions.
• Strong relationship-building and communication skills.
• Familiarity with AI-first workflows and modern lightweight tech stacks.

Responsibilities

• Own day-to-day relationships with credit union partners and drive adoption.
• Design and deliver training for staff and in-branch teams.
• Build repeatable enablement materials and playbooks for scale.
• Track engagement and product utilization to guide focus and improvements.
• Collaborate cross-functionally with operations, product, and marketing.

Skills

Partner success

Account management

Data analysis

Relationship building

Project management

Tools

Claude AI

Google Workspace

HubSpot

Asana

Canva+

Job description

Silvur is seeking a Client Success Specialist to manage day-to-day partnerships with credit unions, drive adoption of the Insurance platform, and deliver scalable training and playbooks. You will develop repeatable processes, monitor engagement, and collaborate with operations, product, and marketing to improve outcomes.

The role emphasizes AI-native workflows, building scalable solutions, and working in a lean, high-growth environment with on-site travel across the partnership footprint.