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Lumos Data · 3 weeks ago

Client Engagement Specialist

Wilmington, NC

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $100K/yr

Lumos Data is a company specializing in extracting insights from underutilized data to help financial institutions make better strategic decisions. They are seeking a motivated Client Engagement Specialist to build long-term client relationships, drive customer satisfaction, and support retention initiatives.

AnalyticsFinancial ServicesLending

Responsibilities

Lead and support customer training, implementation, and onboarding to ensure a smooth and successful launch

Build and maintain strong, long-lasting relationships with key clients by understanding their needs, providing personalized service, and consistently delivering value

Regularly collect and analyze client feedback to identify areas for improvement and collaborate with internal teams to enhance the customer experience

Identify opportunities to retain and grow the client base, including upselling and cross-selling products or services aligned with evolving client needs

Develop and execute client retention programs and initiatives to increase loyalty and reduce churn

Partner with the data team to analyze customer data and develop tailored risk profiles based on each client’s credit policy, usage trends, and portfolio performance

Support change management efforts by coordinating customer communications related to product updates, enhancements, and feature releases to drive clarity, adoption, and satisfaction