Client Success Specialist, Insurance Partnerships

Silvur

. Serve as day-to-day point of contact for credit union partners .

Posted 9/25/2026full-timeUnited StatesJunior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in partner success and client onboarding, with a strong focus on relationship management, data analysis, and training development. Proficient in utilizing tools like HubSpot and Google Workspace to enhance partner engagement and product utilization.

Highest-signal resume keywords

Partner Success ManagementData AnalysisTraining DevelopmentCross-Functional CollaborationProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisClient OnboardingAccount ManagementProduct Specialist ExperienceTraining Development

Soft Skills

Relationship-BuildingCommunicationProject ManagementComfort with Ambiguity

Tools & Technologies

HubSpotGoogle WorkspaceAsanaCanva

Industry Keywords

Credit UnionInsurance PlatformPartner Relationship ManagementStartup Experience

About the role

Key responsibilities & impact

Serve as day-to-day point of contact for credit union partners
Answer product questions, resolve escalations, and keep programs on track
Manage partner relationship health through proactive check-ins and responsive support
Run recurring meetings and executive business reviews
Identify opportunities to increase product usage and referral volume
Become an expert on Silvur’s Insurance platform
Design and deliver training for credit union staff and in-branch teams with local Silvur Insurance agents
Build repeatable enablement materials, playbooks, and resources
Track referral activity, engagement, and product utilization
Use data to prioritize engagement and surface insights and trends
Translate partner feedback into product and process recommendations
Collaborate with operations, product, and marketing teams
Support onboarding of new partners from kickoff through deployment

Requirements

What you’ll need

1-2+ years of experience in partner success, client onboarding, account management, marketing, or product specialist roles
Startup experience preferred
Comfort with ambiguity and building processes where none exist
Experience collecting and analyzing data to make informed decisions
Comfort with Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, and Canva+
Excellent relationship-building, communication, and project-management skills
Comfort leading cross-functional initiatives with internal and external stakeholders
Travel is expected
Regular on-site time for in-branch training, executive business reviews, and partner relationship-building

Benefits

Comp & perks

Salary and options
Health benefits including healthcare, vision, and dental
Paid time off and holidays
401k with employer contribution
Choice of technology/equipment needed to excel in the role
Flexible work environment
Impact-driven, high-growth team environment