Lumin Digital · 1 month ago
CX (Client Experience) Operations Specialist
United States
Full-time
Remote
Mid Level
$105K/yr - $120K/yr
3+ years expLumin Digital is a trailblazer in digital banking solutions, focused on creating cutting-edge digital experiences for credit unions and banks. The CX Operations Specialist role ensures efficient operations across the delivery organization through data accuracy, process improvement, and cross-team coordination.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Manage and maintain delivery operations data, ensuring accuracy and consistency across systems, tools, and reports
Track and monitor professional services requests and delivery progress against defined timelines
Manage and execute change order processing within the Delivery organization, coordinating with Legal and other teams as required
Perform accurate and timely data entry of client information into the CRM system
Develop and refine processes, templates, and documentation to support standardized execution of delivery
Coordinate cross-functional workflows between Professional Services, Technical Delivery, and Client Experience teams
Identify and implement process improvements that enhance operational efficiency and strengthen client outcomes
Prepare, analyze, and distribute delivery performance reports for internal leadership and investor audiences
Maintain compliance with internal standards and data governance practices to ensure integrity and accountability
Perform other duties and special projects as assigned
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, Economics, Operations Management, or a related field preferred
Three (3) years of experience in an operations, project coordination, or business analyst role, preferably within a SaaS, fintech, or digital banking environment
Demonstrated experience supporting delivery or client success teams through process and data management
Proven track record of driving operational efficiency and improving cross-team collaboration
Strong interpersonal skills with a natural ability to build trust and rapport across teams
Excellent written and verbal communication skills, with clarity, professionalism, and empathy
Highly organized and detail-oriented; able to manage multiple priorities and meet deadlines in a fast-paced environment
Proficiency with CRM systems (e.g., HubSpot) and collaboration platforms (e.g., Google Workspace, Zoom, Jira)
Analytical mindset with the ability to interpret data and translate findings into process improvements
Collaborative and resourceful, with a commitment to service excellence and continuous improvement in a dynamic, fast-paced environment
Commitment to client satisfaction, service excellence, and proactive issue resolution
Preferred
Background in fintech, digital banking, or client-facing SaaS is a plus
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
Founder & CEO
Lisa Sutton
Chief Talent Officer
Recent News
2025-12-16
Company data provided by crunchbase