Senior Account Executive – Client Manager

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November 26

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Lumin Digital

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Fintech • B2B • SaaS

Lumin Digital is a company that specializes in providing next-generation digital banking solutions for credit unions and banks. Their platform offers a wide array of services, including retail and commercial banking solutions, digital account opening, and tools to enhance user engagement and operational efficiency. With a focus on innovation and cutting-edge technology, Lumin Digital leverages artificial intelligence and robust security features to offer seamless, cloud-native services with near-perfect uptime. They are known for delivering business growth and cost savings for financial institutions, adapting to new technologies, and offering an enhanced user experience.

51 - 200 employees

💳 Fintech

🤝 B2B

☁️ SaaS

📋 Description

• 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. • 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 to support their objectives. • 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.

🎯 Requirements

• Bachelor’s degree in Business, Marketing or a related field or equivalent combination of education and experience required • 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 • Strong understanding of client relationship management, strategic planning, and client engagement best practices • Proven analytical skills for assessing client needs, strategic objectives, and identifying growth opportunities.

🏖️ Benefits

• Health insurance • Professional development