Remote Senior Account Executive

Summary

The Senior Account Executive at Lumin Digital manages client relationships, coordinates strategic planning sessions, drives new business growth, and works alongside Product and Operations teams. The role requires strong leadership, communication skills, business acumen, and financial services experience.

Requirements

Bachelor’s Degree. In lieu of degree, five years of experience in directly managing client relationships

Responsibilities

• Facilitate, plan and organize telephone and in-person client meetings
• Develop strong relationships with clients, connect with key business executives and stakeholders
• Update and distribute operational metrics and benchmarks used to measure client health (adoption, usage, satisfaction, retention, etc.)
• Assist with challenging client requests or issue escalations as needed, involving the appropriate client and internal teams
• Complete assigned processes related to client on-boarding, training, renewals and retention
• Drive new business growth through expansion and up-sell initiatives with assigned clients
• Work to attain assigned goals for sales qualifications and client retention
• Work alongside Product and Operations teams to improve service and product offerings

Preferred Qualifications

Financial services experience preferred

Benefits

Lumin Digital offers a salary range of $130,000 - $160,000 a year