Client Success Specialist, Insurance Partnerships
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Silvur Technology ServicesFintech / Insurtech
United StatesFull-TimeMiddle
Salary$70-80,000 per year
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Job Details
- Experience
- 1-2+ years of experience in partner success, client onboarding, account management, marketing or product specialist roles
- 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.
- Willingness to travel for in-branch training, executive business reviews, and relationship building across the credit union footprint.
- Experience collecting and analyzing data to make informed decisions.
- Proficiency with modern, AI-first tech stacks, including Claude and Google Workspace.
- Strong project-management, communication, and relationship-building skills.
- Ability to lead cross-functional initiatives with both internal and external stakeholders.
- Startup experience preferred, with comfort in building processes from scratch.
- Comfort working in an ambiguous, high-growth environment.
Responsibilities
- Serve as the primary day-to-day point of contact for credit union partners.
- Manage ongoing partner health through proactive check-ins and executive business reviews.
- Deliver product training for credit union staff and in-branch teams.
- Develop repeatable playbooks and enablement resources for a growing partner portfolio.
- Analyze referral activity and product utilization data to guide engagement strategies.
- Collaborate with internal operations, product, and marketing teams to improve partner and member outcomes.
- Support the onboarding and deployment process for new partners.
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