Lumin Digital

Basic Function

The Senior Account Executive manages and strategically oversees assigned client relationships, developing strong connections with key business executives and stakeholders. This role leads strategic client engagements, ensuring alignment with client objectives and fostering overall client satisfaction. As the primary client contact, you will coordinate internal resources to support client success, growth, and retention.

Essential Functions and Responsibilities

• Organize and facilitate strategic client meetings (virtual and in-person) to strengthen relationships with key executives and stakeholders.
• Track and communicate operational metrics to assess client health, including adoption, satisfaction, and retention.
• Maintain an accurate, up-to-date pipeline in Lumin Digital’s CRM, proactively managing deal velocity and identifying at-risk opportunities to deliver predictable revenue.
• Address and resolve challenging client requests or escalations, collaborating effectively with internal teams.
• Partner closely with clients to understand their strategic business goals, providing tailored guidance and solutions.
• Manage processes related to client onboarding, training, renewals, and ongoing retention efforts.
• Drive client growth through strategic upselling and expansion initiatives, achieving sales targets and retention objectives.
• Create structured strategies for each client relationship, aligning business goals with partnership opportunities and measurable outcomes.
• Collaborate with internal teams to continuously enhance product and service offerings.
• Build and maintain trusted advisor relationships with clients.
• Regularly monitor, evaluate, and report client relationship progress to Client Experience leadership.
• Perform other duties as assigned.

Position Specifications

Education

• Bachelor’s degree in Business, Marketing, or a related field, or equivalent combination of education and experience required.

Experience

• 5 years of experience in account management, client success, or strategic relationship management required, preferably in a SaaS, fintech, or B2B environment.
• Experience leading cross-functional initiatives and collaborating with internal teams (e.g., Product, Operations, Sales) to deliver client value required.
• Experience managing executive-level client relationships and driving client growth through upsell and expansion strategies required.

Knowledge, Skills, & Abilities

• Strong understanding of client relationship management, strategic planning, and client engagement best practices.
• Exceptional communication, interpersonal, and relationship-building skills.
• Ability to effectively collaborate cross-functionally with internal teams.
• Proven analytical skills for assessing client needs, strategic objectives, and identifying growth opportunities.
• Ability to proactively manage client challenges, demonstrating sound judgment and swift problem-solving.
• Skilled in leveraging operational and client health metrics to guide strategic decisions.
• Comfortable engaging stakeholders at various levels, including senior executives.

Compensation

• $130,000 - $160,000 a year

Travel

• Less than 25% - Up to 65 work days of travel per year.

Life at Lumin Digital

Lumin Digital is a trailblazer in digital banking solutions, creating cutting-edge digital experiences for credit unions and banks. As a 100% cloud-native company, we unlock the full advantages of the cloud. Our culture is built on trust, respect for diverse perspectives, and boldness in pursuing new ideas, fostering a workplace where collaboration thrives.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Flexible PTO plus 12 paid holidays.
• Paid sick leave.
• Paid parental and family leave.
• Lifestyle spending account.
• Tuition reimbursement.
• Cell phone stipend.

Lumin Digital is an equal opportunity employer. We may use AI tools to support parts of the hiring process, but final hiring decisions are made by humans. If you would like more information about how your data is processed, please contact us.