Client Success Specialist, Platform Partnerships

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 a partner contact for Silvur’s digital education and data platform across active credit union partners • Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders • Build repeatable enablement materials, playbooks, and resources for a large partner portfolio • Support 30+ credit union partners with product questions, support escalations, and program optimization • Build quarterly business reviews and materials for proactive partner check-ins • Identify opportunities to deepen product usage within existing accounts • Launch and support new partner onboarding from kickoff through full program deployment • Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams • Build an AI-first delivery model and automations using Claude and ChatGPT • Establish and monitor referral tracking, engagement metrics, and product utilization data • Surface insights and trends and translate partner feedback into product and process recommendations • Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap • Thrive in a 0→1 environment by developing processes in ambiguous situations

🎯 Requirements

• 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles • Startup experience preferred; comfort with ambiguity and building processes from scratch • Experience collecting and analyzing data to make informed decisions • Comfort with a modern, AI-first lightweight tech stack including Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, and Canva+ • Excellent relationship-building, communication, and project-management skills • Comfort leading cross-functional initiatives with internal and external stakeholders

🏖️ Benefits

• Salary and stock options • Health benefits including healthcare, vision, and dental • Paid time off and holidays • 401k with employer contribution • Choice of technology needed to excel in the role • Flexible work environment • Impact-driven, high-growth team environment