Senior Account Executive

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.

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 required, preferably in a SaaS, fintech, or B2B environment.
• 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.