Remote Otter LogoRemoteOtter

Senior Account Manager - Remote

Posted 2 days ago
Sales / Business
Full Time
USA

Overview

As a Senior Client Success Manager, you’ll lead the onboarding and relationship management of our growing list of credit union partners for their Medicare partnership. You’ll serve as the primary project lead ensuring successful launch, execution, and engagement between Silvur and our partner institutions. This role is critical in ensuring Silvur’s Medicare solutions feel like an extension of the credit union brand and experience.

In Short

  • Own the implementation process for new credit union partners as we launch Medicare with them—from kickoff to full program deployment
  • Coordinate project timelines, training delivery, and onboarding documentation
  • Serve as the main point of contact for credit union stakeholders including marketing, operations, and executive sponsors
  • Collaborate closely with local Silvur Medicare agents to support in-branch staff training and member education
  • Customize referral processes and program workflows to match partner preferences and systems
  • Set up tracking for referrals and engagement metrics; report trends to internal teams
  • Partner with internal operations and marketing teams to optimize cross-functional efforts and improve member outcomes
  • Manage the ongoing relationship between Silvur and credit union partners serving as the main point of contact and liason for requests, support, optimization, etc.

Requirements

  • Experience in client success or account management
  • Strong project management skills
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively with diverse teams
  • Familiarity with Medicare or financial services is a plus

Benefits

  • Competitive salary and benefits package
  • Opportunity for professional growth and development
  • Collaborative and supportive work environment
Silvur logo

Silvur

Silvur is a pioneering fintech company dedicated to modernizing retirement decision-making in America. With a mission to support the 99% of members who retire, Silvur partners with credit unions and community banks to provide world-class tools, including educational content and calculators, to assist members over age 50 in navigating critical retirement decisions such as Medicare and Social Security. The company’s innovative platform, which has been recognized by Forbes as one of the 2020 Fintech 50 Most Innovative Companies, currently reaches over 3 million credit union members. Silvur is backed by prominent venture capital firms and strategic investors, and is committed to ensuring that all credit union members have access to personalized, always-on education that connects health and wealth in retirement.

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