Client Success Specialist, Platform Partnerships

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications?, Skills?, Benefits, Pay, Schedule. Use

for each section heading. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO etc. Also remove navigation, cookie, legal, duplicated lines, application instructions. We need to parse the posting. Content: - About Us: description of company. Should we include as a section? The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "About the role" as example, not "About Us". Probably we should not include "About Us" as a heading unless it's part of the role description. The posting includes "About Us" then "About The Role". Likely we should treat "About The Role" as the section heading. The "About Us" could be considered company overview; maybe we can include as a paragraph before sections? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use

for section headings (e.g. those). Probably we should include only those headings that have content. The "About Us" could be considered part of the role description? Might be better to include as a

before sections, not as a heading. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So we can include a short paragraph for About Us. Thus output:

About Us: Silvur is modernizing what retirement decision-making in America looks like. ... (the whole About Us paragraph).

Then

About The Role

with description. Then responsibilities: The bullet points under "What You'll Own" etc. Those are responsibilities. We'll create a

• list. Then Requirements: list under "Requirements". Also maybe "What This Role Is" includes description about thriving in 0->1 environment; could be part of responsibilities or a separate section? Might be considered "What This Role Is" describing expectations; could be part of responsibilities or a separate "Expectations". But we only have set headings; we could put that under Responsibilities as a paragraph. Then Benefits: list under "Benefits". Also Pay: Base Salary: $70-80,000 per year. So we need a Pay section. Schedule: Not mentioned; so we should not create Schedule section. Qualifications and Skills: Not explicitly separate; we could combine Requirements and Skills? The posting includes requirements list; we could treat that as Requirements. Skills maybe not separate; we could omit Skills section if no specific skills list beyond what's in requirements. But we have tech stack etc. Could treat as Skills. However instruction: Prefer a few substantive sections over many thin ones. So we could combine Requirements and Skills into one Requirements section. But we have separate headings possible; we need to decide. We have content for: About Us (paragraph), About The Role (paragraph), Responsibilities (list), Requirements (list), Benefits (list), Pay (paragraph). That's enough. We must not include boilerplate like "Silvur Technology Services is an equal opportunity employer." Remove that. Also remove duplicated lines. Let's extract About Us text: "About Us: Silvur is modernizing what retirement decision-making in America looks like. We partner with financial institutions to deliver world-class tools and educational resources to their account holders—including personalized content, calculators, and connections to healthcare and financial services—to support the critical decisions their members make in their 50s, 60s, and through retirement. Our tech powered insurance platform guides these members through the biggest health and wealth decisions of their life. Our white-labeled online platform is available to millions of credit union members and has been named to the Forbes Fintech 50 Most Innovative Companies. We've been featured in The New York Times, Fortune, CNBC, and Yahoo! Finance, and are backed by leading VCs like Anthemis and strategic investors including Curql, Reseda Group, Idaho Central Credit Union, Maps, WESECU, and Mission Federal Credit Union." We'll output as a paragraph. About The Role: The paragraph after "About The Role Silvur is looking for a Client Success specialist to serve as a partner point of contact across a large and growing portfolio of credit union partners. In this role you will be accountable for supporting the team driving product adoption, enablement, and long-term partner health. You'll support 30+ 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." We'll output as paragraph. Responsibilities: The bullet points under "What You'll Own" etc. Let's gather: - Product Adoption & Partner Enablement - Serve as a partner contact for Silvur's digital education & data 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 - Partner Relationship Management - Support 30+ credit union partners, serving as a point of contact for product questions, support escalations, and program optimization - Build quarterly business reviews and provide the team with the materials that support proactive check-ins to surface adoption gaps, celebrate wins, and align on goals - Help the team Identify and act on opportunities to deepen product usage within existing accounts - Onboarding & Implementation - Launch and support 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 - Tech and AI Curiosity - Excitement to build AI-first delivery model - Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables - Data, Reporting & 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 We can flatten into a single list of responsibilities. Requirements: list: - 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles - Startup experience preferred; you're comfortable with ambiguity and building process where none exists - 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+. We use Claude all day! - Excellent relationship-building, communication, and project-management skills - Comfort leading cross-functional initiatives with internal and external stakeholders Also "What This Role Is" includes: "This role requires the ability to 'Thrive in 0→1' environment. There will be lots of unknowns, things to figure out. Ideal teammates will excel working in an ambiguous environment where you have to figure out processes from scratch and not rely on Executives to provide all the answers". This could be part of Requirements or a separate Expectations. We'll incorporate into Requirements as a bullet. Benefits: list: - 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. Pay: "Base Salary: $70-80,000 per year, depending upon experience." We should not include EEO line. Now produce HTML. We must not include or . Just fragment. We'll output:

  About Us: Silvur is modernizing what retirement decision-making in America looks like. We partner with financial institutions to deliver world-class tools and educational resources to their account holders—including personalized content, calculators, and connections to healthcare and financial services—to support the critical decisions their members make in their 50s, 60s, and through retirement. Our tech powered insurance platform guides these members through the biggest health and wealth decisions of their life. Our white-labeled online platform is available to millions of credit union members and has been named to the Forbes Fintech 50 Most Innovative Companies. We've been featured in The New York Times, Fortune, CNBC, and Yahoo! Finance, and are backed by leading VCs like Anthemis and strategic investors including Curql, Reseda Group, Idaho Central Credit Union, Maps, WESECU, and Mission Federal Credit Union.

  About The Role

  Silvur is looking for a Client Success specialist to serve as a partner point of contact across a large and growing portfolio of credit union partners. In this role you will be accountable for supporting the team driving product adoption, enablement, and long-term partner health. You'll support 30+ 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

  • Serve as a partner contact for Silvur's digital education & data 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
  • Support 30+ credit union partners, serving as a point of contact for product questions, support escalations, and program optimization
  • Build quarterly business reviews and provide the team with the materials that support proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
  • Help the team identify and act on opportunities to deepen product usage within existing accounts
  • Launch and support 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
  • Excitement to build AI-first delivery model
  • Comfort with Claude, ChatGPT is essential as you will be building automations to support scaling partner deliverables
  • 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

  • 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
  • Startup experience preferred; you're comfortable with ambiguity and building process where none exists
  • Experience collecting and analyzing data to make informed decisions
  • Comfort across a modern, AI first lightweight tech stack — Claude, Google Workspace (Docs, Sheets,