Client Success – Insurance Partnerships

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary expert on Silvur’s Insurance platform for all active credit union partners.

• Create and implement scalable training programs for credit union personnel, in-branch teams, and executive stakeholders in partnership with local Silver Insurance agents.

• Develop repeatable enablement materials, playbooks, and resources that can be efficiently deployed across a large partner portfolio.

• Maintain the ongoing relationship with over 16 credit union partners, acting as the main point of contact for product inquiries, support escalations, and program enhancements.

• Conduct quarterly business reviews and proactive check-ins to identify adoption gaps, celebrate successes, and align on objectives.

• Oversee the complete onboarding process for new partners, from kickoff to full program deployment, utilizing a structured, education-first methodology.

• Establish and track referral metrics, engagement statistics, and product utilization data across the portfolio.

• Provide insights and trends to internal teams; convert partner feedback into actionable recommendations for product and process improvements.

⛳️ Requirements

• This position necessitates the ability to thrive in a '0→1' environment.

• 5+ years of experience in partner success, client onboarding, account management, or product specialist roles, preferably managing large portfolios (10+ accounts).

• Prior experience in a startup is essential; you should be comfortable with ambiguity and adept at establishing processes where none exist.

• A background in insurance, financial services, or B2B2C platform partnerships is preferred.

• Experience in data collection and analysis to inform decision-making is required.

• Familiarity with a modern, AI-first lightweight tech stack, including Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, and Canva+.

• Strong relationship-building, communication, and project management skills are crucial.

• Ability to lead cross-functional initiatives involving both internal and external stakeholders is essential.

🏝️ Benefits

• Employees receive a comprehensive compensation package that includes salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and a 401k with employer contributions.

• You have the option to select the technology necessary to excel in your role.

• You will be part of a flexible work environment within an impact-driven, high-growth team that is transforming the future of retirement healthcare.