Account Executive – Platform Partnerships

Silvur

Account Executive managing partner relationships and product adoption for retirement planning platform at Silvur. Designing training programs and driving engagement with credit union partners.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

client onboardingpartner successaccount managementdata analysisproject managementprogram optimizationtraining program designcustomization of workflowsproduct utilization trackingretirement planning

Soft Skills

relationship buildingcommunicationexecutive presencecross-functional leadershipproblem solvingadaptabilitycollaborationinsight generationstakeholder engagementpassion for helping others

Tools & Technologies

ClaudeGoogle WorkspaceHubSpotAsanaCanva+ZoomAI collaboration toolstraining delivery platformsproject tracking softwareengagement metrics tools

Industry Keywords

insuranceMedicarefinancial servicesB2B2C partnershipsretirement educationcredit unionspartner portfolio managementbusiness reviewsmember outcomesoperational context

About the role

Key responsibilities & impact

Serve as the primary product expert for Silvur's retirement planning platform across all active credit union partners
Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders
Translate the platform's retirement-education tools — Social Security, Medicare, housing, and the Retirement Score — into clear, actionable guidance tailored to each partner's member base and operational context
Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio
Own the ongoing relationship for a portfolio of credit union platform partners, serving as the primary point of contact for product questions, support escalations, and program optimization
Lead with executive presence — you'll be interacting daily with the C-suite at credit unions, and knowing how to serve and engage them will be critical to your success
Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
Customize referral workflows and program configurations to match each partner's systems and preferences
Identify and act on opportunities to deepen product usage within existing accounts — including introducing the Medicare program, which platform partners can adopt with no additional platform sale required
Lead new partner onboarding end to end — from kickoff through full program deployment — with a structured, education-first approach
Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams
Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur's internal teams
Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio
Surface insights and trends to internal teams; translate partner feedback into actionable product and process recommendations
Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap

Requirements

What you’ll need

5+ years in client onboarding, partner success, or account management
Startup experience required; you're comfortable with ambiguity and building process where none exists
Background in insurance, Medicare, financial services, or B2B2C platform partnerships
Experience collecting and analyzing data to make informed decisions
Comfort across a modern, AI first lightweight tech stack — Claude, Google Workspace (Docs, Sheets, Slides), HubSpot, Asana, Canva+, and Zoom — and the AI forward digital collaboration tools that keep deliverables moving. We use Claude all day!
Excellent relationship-building, communication, and project-management skills
Comfort leading cross-functional initiatives with internal and external stakeholders
Genuine passion for helping people navigate big life decisions like retirement and healthcare

Benefits

Comp & perks

health benefits (healthcare, vision, and dental)
paid time off plus holidays
401(k) with employer contribution