Client Success – Insurance Partnerships

🕒 Junho 17

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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 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. • 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. • Lead new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach. • 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.

🎯 Requisitos

• This role requires the ability to 'Thrive in 0→1’ environment. • 5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts). • Startup experience required; you're comfortable with ambiguity and building process where none exists. • Background in insurance, 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+. • Excellent relationship-building, communication, and project-management skills. • Comfort leading cross-functional initiatives with internal and external stakeholders.

🏖️ Benefícios

• 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 a flexible environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.