Client Success Specialist, Platform Partnerships
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Silvur Technology ServicesFintech, Retirement Healthcare
United StatesFull-TimeMiddle
Salary$70-80,000 per year, depending upon experience.
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Job Details
- Experience
- 1-2+ years
- Required Skills
- Project ManagementData AnalysisHubSpotGoogle WorkspaceAsanaCanvaAccount Management
Requirements
- 1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles.
- Startup experience preferred, with comfort working in ambiguous environments.
- Demonstrated experience collecting and analyzing data to make informed decisions.
- Proficiency with AI tools (Claude, ChatGPT) for building automations.
- Strong command of Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, and Canva.
- Excellent relationship-building and communication skills.
- Proven ability to lead cross-functional initiatives with internal and external stakeholders.
- Strong project management skills to handle timelines and documentation.
Responsibilities
- Serve as the primary partner contact for the digital education and data platform across active credit union accounts.
- Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders.
- Build repeatable enablement materials, playbooks, and resources for a large partner portfolio.
- Manage end-to-end new partner onboarding from kickoff through program deployment.
- Conduct quarterly business reviews to align on goals, celebrate wins, and identify product adoption gaps.
- Monitor referral tracking, engagement metrics, and product utilization data to surface actionable insights.
- Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap.
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