Senior Account Executive

Basic Function

The Senior Account Executive manages and strategically oversees assigned client relationships, developing and nurturing strong connections with key business executives and stakeholders. This role leads strategic client engagements, ensuring alignment with client objectives and fostering overall client satisfaction. Serving as the primary contact for clients, the Senior Account Executive coordinates internal resources to support client success, growth, and retention.

Essential Functions and 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.
• Maintain an accurate, up-to-date pipeline in Lumin Digital’s CRM, proactively managing deal velocity and identifying at-risk opportunities to deliver predictable revenue
• 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.

Physical Demands

• While performing the duties of this Job, the employee is regularly required to sit; use hands to type, handle, or feel and talk or hear
• Specific vision abilities required by this job include close vision
• Ability to occasionally lift/move up to 25 pounds
• Individuals with a disability who are otherwise able to perform the essential functions of the job may request reasonable accommodation through the Human Resources department.
• Other physical activities may be required to support business operations.

Position Specifications

Education

• Bachelor’s degree in Business, Marketing or a related field or equivalent combination of education and experience required

Experience

• 5+ years of experience in account management, client success, or strategic relationship management within fintech and/or banking
• Demonstrated experience managing client relationships for SaaS products in financial services
• 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.

Knowledge, Skills, & Abilities

• 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.

Travel

• Less than 25% - Up to 65 work days of travel per year for a full time employee

Benefits include

We take care of our people with medical, dental, and vision insurance, a 401(k) with company match, flexible PTO plus 12 paid holidays, paid sick leave, and paid parental and family leave. We also offer a lifestyle spending account, tuition reimbursement, and a cell phone stipend. Additional details are provided during the interview process.