Head of Customer Success
8020REI
Job Level
Mid-LevelSenior
About the role
- Silvur is on a mission to help Americans age 50+ navigate retirement with confidence—and we partner with their trusted financial institutions to make it happen. As our Sales Executive, you’ll play a critical role in fueling our growth by closing new business and building strategic partnerships within the credit union industry. This is a high-impact, individual contributor role for someone excited by the opportunity to shape a growing company while serving a generation that needs trusted guidance.
- This is a high-impact, individual contributor role responsible for driving new business growth and building long-term partnerships within the credit union industry. You’ll own the full sales cycle—from prospecting to closing—and serve as a trusted advisor to financial institutions looking to enhance their retirement offerings.
- Lead the full sales cycle from outreach to close, converting new credit union partners into long-term Silvur clients.
- Build and manage a healthy pipeline by proactively sourcing new leads and nurturing inbound interest.
- Travel up to 50% to attend conferences, trade shows, and client meetings—representing Silvur with professionalism and purpose.
- Conduct thoughtful discovery conversations to understand client needs and tailor solutions accordingly.
- Deliver compelling product demos and proposals, working closely with leadership and marketing to align messaging with partner goals.
- Maintain detailed records in our CRM, including activity logs, forecasts, and account updates.
- Collaborate cross-functionally with internal teams to ensure a smooth handoff and long-term partner success.
- Share insights from the field to help refine our go-to-market strategy and improve offerings.
Requirements
- 5–7+ years of B2B sales experience, ideally within financial services or fintech.
- Deep understanding of the credit union industry—its challenges, language, and market dynamics.
- Proven ability to close new business and hit sales targets independently.
- Strong consultative selling skills and a genuine interest in helping clients succeed.
- Comfortable in a fast-paced, early-stage startup environment where agility and initiative are key.
- Excellent communication skills—both verbal and written—with the ability to tailor your message to different audiences.
- Experience using CRM tools to track pipeline and forecast accurately.
- Willingness and ability to travel up to 50%.
- Prior startup or early-stage company experience strongly preferred.
- Valid driver’s license required.
