Client Success - Insurance Partnerships

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 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