Manage relationships with credit union partners, resolve issues, drive platform adoption, deliver staff training, develop scalable enablement materials, analyze engagement data, support onboarding, and collaborate cross-functionally to improve partner and member outcomes.

Manage day-to-day relationships with credit union partners, resolve product questions, support onboarding, drive platform adoption, deliver staff training, and conduct business reviews. Track referrals, engagement, and utilization to identify opportunities and inform internal teams. Build scalable enablement materials, playbooks, and AI-first workflows while collaborating with operations, product, marketing, and insurance agents.