Client Success Specialist, Platform Partnerships

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

📋 Description

• Act as the primary contact for Silvur’s digital education and data platform for our active credit union partners.

• Develop and implement scalable training programs for credit union personnel, in-branch teams, and executive stakeholders.

• Create standardized enablement materials, playbooks, and resources for a diverse partner portfolio.

• Assist over 30 credit union partners with product inquiries, support escalations, and program enhancements.

• Prepare quarterly business reviews and supporting materials for proactive engagement with partners.

• Identify avenues to enhance product usage within current accounts.

• Initiate and facilitate new partner onboarding from kickoff to full program execution.

• Manage project timelines, training sessions, and onboarding documentation across both internal and partner teams.

• Develop an AI-first delivery model and automations utilizing Claude and ChatGPT.

• Establish and track referral metrics, engagement statistics, and product usage data.

• Extract insights and trends, converting partner feedback into actionable product and process recommendations.

• Collaborate with operations, product, and marketing teams to enhance member outcomes and shape the product roadmap.

• Excel in a 0→1 environment by crafting processes in situations of uncertainty.

⛳️ Requirements

• 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles.

• Preferably have startup experience; must be comfortable with ambiguity and building processes from the ground up.

• Proven experience in collecting and analyzing data to inform decision-making.

• 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 capabilities.

• Comfortable leading cross-functional projects with both internal and external stakeholders.

🏝️ Benefits

• Competitive salary and stock options.

• Comprehensive health benefits, including healthcare, vision, and dental coverage.

• Paid time off and holidays.

• 401k plan with employer contributions.

• Choice of technology necessary to succeed in your role.

• Flexible working environment.

• Opportunity to work in an impact-driven, high-growth team setting.