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Core Competencies
Role fitCore 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 and data-driven decision-making. Proficient in designing training materials and collaborating with cross-functional teams to enhance product utilization and partner engagement.
Highest-signal resume keywords
Partner Success ManagementClient OnboardingData AnalysisCross-Functional CollaborationProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProduct KnowledgeTraining DesignReferral TrackingProcess Development
Soft Skills
Relationship BuildingCommunicationProject ManagementProblem SolvingAdaptability
Tools & Technologies
ClaudeGoogle WorkspaceHubSpotAsanaCanva
Industry Keywords
Credit UnionPartner EngagementProduct UtilizationExecutive Business ReviewsOn-Site Training
About the role
Key responsibilities & impact- Serve as a day-to-day point of contact for credit union partners
- Answer product questions, resolve escalations, and keep partner programs on track
- Manage partner relationship health through proactive check-ins and responsive support
- Run recurring meetings and executive business reviews
- Identify opportunities to deepen product usage and referral volume
- Become a product 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 guide partner engagement and focus areas
- Surface insights and trends to internal teams
- 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 process where none exists
- 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, including regular on-site time across the credit union footprint for in-branch training, executive business reviews, and partner relationship-building
Benefits
Comp & perks- Total compensation package including salary, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution
- Technology choice to help you excel in your role
- Flexible environment
- High-growth, impact-driven team
