Client Success – Insurance Partnerships

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Silvur

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

📚 Education

💰 Venture Round on 2019-01

Finance • Fintech • Education

Silvur is a company that provides a Retirement Financial Wellness solution specifically for credit unions and financial institutions. Their services include patent-pending financial tools like the Retirement Score, and educational resources to help members and customers navigate retirement and adapt to changes in Social Security, Medicare, and Retirement Savings Accounts. By leveraging exclusive technology and data platforms, Silvur enables personalized engagement to enhance the retirement planning process and strengthen community ties. They offer a streamlined setup that allows institutions to launch their branded Retirement Simplified sites quickly and effectively.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.