Partnerships Team Analyst

About Us:

Silvur is modernizing what retirement decision-making in America looks like. We partner with financial institutions to deliver world-class tools and educational resources to their account holders—including personalized content, calculators, and connections to healthcare and financial services—to support the critical decisions their members make in their 50s, 60s, and through retirement.  Our tech powered insurance platform guides these members through the biggest health and wealth decisions of their life.

Our white-labeled online platform is available to millions of credit union members and has been named to the Forbes Fintech 50 Most Innovative Companies. We’ve been featured in The New York Times, Fortune, CNBC, and Yahoo! Finance, and are backed by leading VCs like Anthemis and strategic investors including Curql, Reseda Group, Idaho Central Credit Union, Maps, WSECU, and Mission Federal Credit Union.

About the Role

We just doubled our partner network — from 8 credit unions to 17 — and we're heading into our biggest season pacing well ahead of last year. Now we need someone to help us own what comes next.

As our Client Success Specialist, you'll be a key point of contact for our credit union partners — keeping them engaged, well-supported, and getting real value from the Silvur program. You'll manage day-to-day relationships, drive adoption, deliver training, and help build the playbooks that let us support a growing partner network with a lean team. It's a hands-on client success role with room to grow as you and the company do.

Because we're supporting a large book with a lean team, your success depends not just on relationship quality but on your ability to build repeatable playbooks, scalable training, and data-informed engagement that work across a large portfolio — increasingly with AI doing the heavy lifting.

What You’ll Own

Partner Relationship Management

• Serve as a day-to-day point of contact for a group of credit union partners — answering product questions, resolving escalations, and keeping programs on track
• Manage the ongoing health of your partner relationships: proactive check-ins, quick response, and a great partner experience
• Help run recurring meetings and executive business reviews to surface adoption gaps, celebrate wins, and align on goals
• Spot and act on opportunities to deepen product usage and referral volume within your accounts

Product Adoption & Enablement

• Become a product expert on Silvur's Insurance platform and the go-to resource for your partners
• Design and deliver training for credit union staff and in-branch teams, in collaboration with local Silvur Insurance agents