Client Success Specialist, Platform Partnerships

About the role

About Our Client: The organization operates in the retirement decision-making industry, addressing the challenge of providing individuals in their 50s, 60s, and beyond with tools and education to make informed health and financial decisions. It partners with financial institutions to offer a white-labeled digital platform that delivers personalized content, calculators, and connections to healthcare and financial services. This platform reaches millions of credit union members and supports critical retirement planning and healthcare decisions.

About the Opportunity: The CLIENT SUCCESS SPECIALIST, PLATFORM PARTNERSHIPS role is responsible for managing relationships with a large portfolio of credit union partners, focusing on driving product adoption, enablement, and sustained partner engagement. This position contributes by developing scalable training and engagement strategies, supporting onboarding, and using data insights to optimize partner success and product utilization.

Responsibilities

• Serve as the main contact for the organization’s digital education and data platform across credit union partners
• Design and deliver scalable training programs for credit union staff and stakeholders
• Create repeatable enablement materials and playbooks for efficient partner support
• Manage 30+ credit union partner relationships, including product support and program optimization
• Develop quarterly business reviews and materials to drive proactive engagement
• Identify opportunities to increase product usage within existing accounts
• Lead onboarding and implementation of new partners with a structured education-first approach
• Coordinate project timelines and training across internal and partner teams
• Build automation and AI-supported delivery models using tools such as Claude and ChatGPT
• Track referral, engagement, and utilization metrics
• Provide insights and translate partner feedback into product and process improvements
• Collaborate cross-functionally with operations, product, and marketing teams

Requirements

• 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles
• Ability to work effectively in a startup-like, ambiguous environment and build processes from scratch
• Experience with data collection and analysis for decision-making
• Proficiency with AI-first and modern tech tools such as Claude, Google Workspace, HubSpot, Asana, and Canva
• Strong relationship-building, communication, and project management skills
• Experience leading cross-functional initiatives with internal and external stakeholders

Pay

Base salary of $70,000 to $80,000 per year, depending on experience

Benefits

• Healthcare coverage including medical, vision, and dental insurance
• Paid time off and holidays
• 401(k) plan with employer contribution