Senior Account Executive

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $145k - $165k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 2%

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Lumin Digital

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🤝 B2B

☁️ SaaS

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.

📋 Description

• Manage and strategically oversee assigned client relationships • Develop and nurture relationships with key business executives and stakeholders • Lead strategic client engagements aligned with client objectives • Organize and facilitate virtual and in-person strategic client meetings • Track and communicate operational metrics including adoption, satisfaction, and retention • Maintain an accurate pipeline in Lumin Digital’s CRM and manage deal velocity • Identify at-risk opportunities to support predictable revenue • Address and resolve challenging client requests and escalations • Provide tailored guidance and solutions based on client strategic goals • Manage client onboarding, training, renewals, and retention processes • Drive client growth through upselling and expansion initiatives • Create structured client relationship strategies and measurable outcomes • Collaborate with internal teams to improve products and services • Serve as a trusted advisor and primary client contact • Monitor, evaluate, and report client relationship progress to Client Experience leadership • Proactively address potential client issues • Perform other duties as assigned

🎯 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 within fintech and/or banking • Experience managing client relationships for SaaS products in financial services • Experience leading cross-functional initiatives and collaborating with Product, Operations, and Sales teams • Experience managing executive-level client relationships • Experience driving client growth through upsell and expansion strategies • Strong understanding of client relationship management, strategic planning, and client engagement best practices • Strong communication, interpersonal, and relationship-building skills • Cross-functional collaboration skills • Analytical skills for assessing client needs, strategic objectives, and growth opportunities • Problem-solving and judgment skills • Experience using operational and client health metrics • Ability to engage stakeholders, including senior executives • Ability to travel up to 25% of the time, up to 65 work days per year • Must be legally authorized to work in the United States • Role must be performed from within the continental U.S., excluding Montana, Alaska, and Hawaii

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • 401(k) with company match • Flexible PTO • 12 paid holidays • Paid sick leave • Paid parental and family leave • Lifestyle spending account • Tuition reimbursement • Cell phone stipend • Commission • Bonus

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