Account Executive – Platform Partnerships

🕒 Junho 26

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Silvur

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💳 Fintech

📚 Educação

💰 Venture Round em 2019-01

Finance • Fintech • Education

A Silvur é uma empresa que fornece uma solução de Bem-Estar Financeiro para Aposentadoria, especificamente para cooperativas de crédito e instituições financeiras. Seus serviços incluem ferramentas financeiras exclusivas, como o Retirement Score, e recursos educacionais para ajudar membros e clientes a navegar pela aposentadoria e se adaptar às mudanças na Previdência Social, Medicare e Contas de Poupança para Aposentadoria. Ao aproveitar a tecnologia exclusiva e plataformas de dados, a Silvur permite um engajamento personalizado para aprimorar o processo de planejamento de aposentadoria e fortalecer os laços comunitários. Eles oferecem uma configuração simplificada que permite que as instituições lancem rapidamente e de forma eficaz seus sites customizados Retirement Simplified.

Descrição

• 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

🎯 Requisitos

• 5+ years in client onboarding, partner success, or account management • Startup experience required; you're comfortable with ambiguity and building process where none exists • Background in insurance, Medicare, 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+, and Zoom — and the AI forward digital collaboration tools that keep deliverables moving. We use Claude all day! • Excellent relationship-building, communication, and project-management skills • Comfort leading cross-functional initiatives with internal and external stakeholders • Genuine passion for helping people navigate big life decisions like retirement and healthcare

🏖️ Benefícios

• health benefits (healthcare, vision, and dental) • paid time off plus holidays • 401(k) with employer contribution