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Salary: USD 70,000 - 80,000 / annual
Silvur is modernizing retirement decision-making in America by partnering with financial institutions to deliver tools, educational resources, and personalized content to their account holders. The company's white-labeled platform serves millions of credit union members and has been recognized by Forbes as one of the 50 Most Innovative Fintech Companies.
As a Client Success Specialist for Platform Partnerships, you will serve as the primary point of contact for Silvur's growing portfolio of 30+ credit union partners. This is a foundational role in a 0→1 environment where you'll build scalable processes, repeatable playbooks, and data-informed engagement strategies from the ground up.
Key responsibilities include:
**Product Adoption & Partner Enablement:** Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders. Create repeatable enablement materials and playbooks that can be deployed efficiently across the partner portfolio. Serve as the partner contact for Silvur's digital education and data platform.
**Partner Relationship Management:** Support 30+ credit union partners as their primary point of contact for product questions, support escalations, and program optimization. Build quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals. Identify 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, using a structured, education-first approach. Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams.
**Data & Cross-Functional Collaboration:** Establish and monitor referral tracking, engagement metrics, and product utilization data. 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.
**AI & Tech Integration:** Build an AI-first delivery model using Claude and ChatGPT to automate and scale partner deliverables. Comfort with modern, lightweight tech stack including Google Workspace, HubSpot, Asana, and Canva.
This role thrives in ambiguity and requires the ability to build processes from scratch without relying on executives to provide all answers. Success depends on relationship quality, scalability thinking, and data-informed decision-making across a large book of business.
**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 process where none exists
- Experience collecting and analyzing data to make informed decisions
- Comfort with modern, AI-first lightweight tech stack: Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva
- Excellent relationship-building, communication, and project-management skills
- Ability to lead cross-functional initiatives with internal and external stakeholders
