Client Success - Insurance Partnerships

About the role

Serve as the central expert on our Insurance platform across a large and growing portfolio of credit union partners. In this role you will be accountable for product adoption, enablement, and long-term partner health. Manage 16+ active credit union partners, which means your success depends not just on relationship quality but on your ability to build repeatable playbooks, scalable training programs, and data-informed engagement strategies that work across a large book of business.

Responsibilities

• 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
• Identify and act on opportunities to deepen product usage within existing accounts
• Lead new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach
• Cook up project timelines, training delivery, and onboarding documentation across internal and partner teams
• Curious about tech? Thrive in a 0→1 environment. Build an AI-first delivery model. Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables
• Data, reporting, and cross-functional collaboration. 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

Requirements

• 5+ years of experience in partner success, client onboarding, account management, or product specialist roles — ideally managing large portfolios (10+ accounts)
• Preferred qualifications include startup experience, 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

You will be an employee of Silvur Technology Services. 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. Base Salary: $90,000 - $110,000 per year, depending upon experience. Incentive: This role is eligible for incentive with a target of up to $40,000 depending on results. Silvur Technology Services is an equal opportunity employer. We're committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.