Client Success – Insurance Partnerships

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Silvur

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

💳 Fintech

📚 Éducation

💰 Venture Round en 2019-01

Finance • Fintech • Education

Silvur est une entreprise qui propose une solution de bien-être financier à la retraite spécifiquement pour les coopératives de crédit et les institutions financières. Leurs services incluent des outils financiers en instance de brevet tels que le Score de Retraite, et des ressources éducatives pour aider les membres et les clients à naviguer à travers la retraite et s'adapter aux changements dans la Sécurité Sociale, Medicare, et les Comptes d'Épargne Retraite. En s'appuyant sur une technologie exclusive et des plateformes de données, Silvur permet un engagement personnalisé pour améliorer le processus de planification de la retraite et renforcer les liens communautaires. Ils offrent une configuration simplifiée qui permet aux institutions de lancer rapidement et efficacement leurs sites de Retraite Simplifiée sous leur propre marque.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.