Lumin Digital · 1 month ago
Senior Account Executive - Client Manager
United States
Full-time
Remote
Senior Level
$150K/yr - $170K/yr
5+ years expLumin Digital is a trailblazer in digital banking solutions, empowering credit unions and banks with innovative digital experiences. The Senior Account Executive is responsible for managing and overseeing client relationships, ensuring alignment with client objectives, and driving client growth and satisfaction through strategic engagement and tailored solutions.
Financial ServicesFinTechSaaSSoftware
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
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
Collaborate with internal teams to continuously enhance product and service offerings
Build and maintain trusted advisor relationships with clients, ensuring strategic alignment and long-term partnership success
Regularly monitor, evaluate, and report client relationship progress to Client Experience leadership, proactively addressing potential issues
Perform other duties as assigned
Qualification
Required
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
Exceptional communication, interpersonal, and relationship-building skills
Ability to effectively collaborate cross-functionally with internal teams to deliver cohesive client experiences
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, to ensure alignment and satisfaction
Company
Lumin Digital
Lumin Digital provides cloud-native digital banking solutions, helping financial institutions enhance user experience and engagement.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$260M2026-01-02Undisclosed· $25M
2025-03-26Undisclosed· $75M
2024-12-02Private Equity· $160M
Leadership Team
Jeff Chambers
CEO & Founder
Lisa Sutton
Chief Talent Officer
Recent News
2025-12-16
Company data provided by crunchbase