Account Executive – Platform Partnerships

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Silvur

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

💸 Finanzen

💳 Fintech

📚 Bildung

💰 Venture Round im 2019-01

Finance • Fintech • Education

Silvur ist ein Unternehmen, das eine Lösung für finanzielle Wellness im Ruhestand speziell für Kreditgenossenschaften und Finanzinstitute bietet. Zu ihren Dienstleistungen gehören patentierte Finanzinstrumente wie der Retirement Score sowie Bildungsressourcen, die Mitgliedern und Kunden dabei helfen, den Ruhestand zu navigieren und sich an Änderungen bei der Sozialversicherung, Medicare und Altersvorsorgekonten anzupassen. Durch den Einsatz exklusiver Technologie- und Datenplattformen ermöglicht Silvur eine personalisierte Interaktion, um den Ruhestandsplanungsprozess zu verbessern und die Bindungen in der Gemeinschaft zu stärken. Sie bieten eine schlanke Einrichtung, die es Institutionen ermöglicht, ihre maßgeschneiderten Retirement Simplified Sites schnell und effektiv zu starten.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

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