Client Success Specialist

Job Summary

To support a growing portfolio of credit union partners, the full-time Client Success Specialist will serve as the primary product expert for Silvur's Insurance platform, focusing on product adoption, partner enablement, and relationship management while working in a dynamic environment.

Key responsibilities

• Manage the ongoing relationship for 16+ credit union partners, addressing product questions and support escalations
• Design and deliver scalable training programs and enablement materials for credit union staff and stakeholders
• Lead new partner onboarding from kickoff through full program deployment, ensuring a structured education-first approach

Required qualifications

• 5+ years of experience in partner success, client onboarding, account management, or product specialist roles managing large portfolios
• Startup experience with a comfort in ambiguous environments and building processes from scratch
• Background in insurance, financial services, or B2B2C platform partnerships
• Experience in data collection and analysis for informed decision-making
• Familiarity with modern tech tools including Claude, Google Workspace, HubSpot, and Asana