Senior Account Executive-Client Manager

Summary

Join Lumin Digital as a Senior Account Executive and oversee the management of assigned clients. You will cultivate strong client relationships, collaborating with key executives and stakeholders. Strategic and tactical planning sessions will be led, ensuring client success. This role demands experience in managing client relationships and requires strong communication and leadership skills. You will be responsible for driving new business growth and achieving sales and retention goals. The position offers a competitive salary and the opportunity to work within a dynamic fintech company.

Requirements

• Strong leadership and communication skills
• Success building and growing client relationships and achieving client business goals
• Adept at navigating client feedback and maintaining positive relationships
• Strong business acumen
• Strong communication and presentation skills with the ability to communicate at all decision-making levels
• Ability to manage day-to-day relationships with clients and various internal stakeholders
• Able to multitask, prioritize, problem solve and work independently
• Proven ability to exercise good judgment and independent discretion regarding client initiatives and other company-related efforts
• Excellent problem-solving skills
• Team player, flexible and fast thinker, especially during critical or stressful times
• 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
• Manage and develop trusted advisor relationships with clients and colleagues
• Partner with clients to understand their business goals and strategies and provide strategic direction and creative strategies that help them achieve their business objectives
• Support and follow the vision, discipline, guidelines, and best practices established for account management
• Monitor progress of client relationships across all assigned clients and provide necessary updates to Client Services leadership to address issues or problems that may arise
• Provide regularly occurring meetings such as bi-weekly client partner meetings and annual onsite partner meetings
• Other duties and/or special projects as assigned

Preferred Qualifications

Financial services experience

Benefits

$130,000 - $160,000 a year