Senior Account Executive- Client Manager

📌 Core Information

🔹 Job Title: Senior Account Executive- Client Manager

🔹 Company: Lumin Digital

🔹 Location: United States

🔹 Job Type: Remote

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: True

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Overseeing and managing client relationships
• Developing strong ties with key business executives and stakeholders
• Leading strategic and tactical planning sessions
• Facilitating cross-functional support to meet client and corporate goals

ASSUMPTION: The role requires balancing strategic oversight with hands-on client management, assuming a thorough understanding of digital financial solutions to foster effective client relationships.

📋 Key Responsibilities

✅ Facilitate, plan, and organize client meetings

✅ Strengthen relationships with clients by connecting with key stakeholders

✅ Update and distribute client health metrics

✅ Assist with challenging client requests or escalations

✅ Drive new business growth through expansion and up-sell initiatives

✅ Collaborate with Product and Operations teams to enhance offerings

ASSUMPTION: The Senior Account Executive will need to collaborate closely with various internal departments, suggesting that Lumin Digital values a team-oriented approach to client management.

🎯 Required Qualifications

Education: Bachelor’s Degree required or equivalent experience of at least five years in managing client relationships

Experience: Proven experience in account management, ideally within financial services

Required Skills:

• Strong leadership and communication
• Proficient in client relationship management
• Highly capable in problem-solving and multitasking

Preferred Skills:

• Experience in financial services
• Understanding of digital banking solutions

ASSUMPTION: Candidates with financial services experience may have an edge, implying an industry-specific knowledge requirement.

💰 Compensation & Benefits

Salary Range: $130,000 - $160,000 a year

Benefits:

• Comprehensive healthcare options
• Retirement savings plan with company match
• Flexible work arrangements

Working Hours: Full-time, 40 hours per week

ASSUMPTION: Flexible work arrangements suggest Lumin Digital supports work-life balance, which could be appealing to a wider candidate pool.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, particularly focused on digital banking

Company Size: 201-500 employees, providing a balance between innovative agility and substantial resources

Founded: 2016, indicating a relatively young, growth-oriented company

Company Description:

• Leading provider of cloud-native digital banking solutions
• Focus on innovation, speed, and security for financial institutions
• Specializes in enhancing user experience and engagement

Company Specialties:

• Credit Unions
• Predictive Analytics
• Cloud Platform Technologies

Company Website: https://lumindigital.com

ASSUMPTION: Lumin Digital, as a cloud-native company, likely values candidates with technological fluency and adaptability.

📊 Role Analysis

Career Level: Senior level, requiring a substantial background in account management

Reporting Structure: Reports to the VP of Client Services

Work Arrangement: Remote, allowing flexibility and potentially broadening the talent pool geographically

Growth Opportunities:

• Progression to senior management roles
• Opportunities to influence company strategy
• Exposure to cutting-edge digital banking solutions

ASSUMPTION: The role offers significant potential for growth, especially for those interested in advancing within the fintech sector.

🌍 Location & Work Environment

Office Type: Remote-first with potential on-site meetings

Office Location(s): San Ramon, California and other potential virtual hubs

Geographic Context:

• Situated in a major tech hub, allowing for industry networking opportunities
• Remote position broadens accessibility for candidates outside of California
• Settings may vary from home office to occasional on-site meetings

Work Schedule: Standard full-time hours with potential for flexibility

ASSUMPTION: Working primarily remotely implies self-motivation and discipline are key characteristics expected from candidates.

💼 Interview & Application Insights

Typical Process:

• Initial application submission
• Phone or video interviews with hiring manager and team members
• Final interviews potentially involving a case study or presentation

Key Assessment Areas:

• Client interaction and relationship management skills
• Problem-solving and strategic thinking abilities
• Understanding of financial services

Application Tips:

• Highlight relevant fintech or digital banking experience
• Demonstrate strong communication and strategic skills
• Showcase examples of past client management success

ATS Keywords: Leadership, Communication, Client Relationship Management, Business Acumen, Financial Services

ASSUMPTION: The application process may prioritize candidates who display strong leadership potential and strategic client management experience.

🛠️ Tools & Technologies

• Cloud-based CRM systems
• Data analytics tools
• Communication platforms like Slack or Teams

ASSUMPTION: Familiarity with modern SaaS tools is likely critical for seamless client interactions and team collaboration.

👔 Cultural Fit Considerations

Company Values:

• Innovation and curiosity
• Commitment to customer satisfaction
• Collaboration and teamwork

Work Style:

• Proactive problem-solving
• Adaptability to change
• Team-oriented and communicative

Self-Assessment Questions:

• Do you thrive in a fast-paced, innovation-driven environment?
• Are you comfortable managing high-level client relationships remotely?
• Can you effectively lead collaborative projects across different teams?

ASSUMPTION: Lumin Digital's culture likely values proactive and innovative thinkers who appreciate the dynamic nature of fintech.

⚠️ Potential Challenges

• Balancing strategic oversight with detailed client management
• Adapting to rapid technological changes in the fintech industry
• Ensuring effective remote collaboration with cross-functional teams
• Handling high-pressure situations with client escalations

ASSUMPTION: Adaptability and resilience will be key in facing potential challenges given the dynamic nature of fintech and remote work requirements.

📈 Similar Roles Comparison

• Other Senior Account Executive roles may emphasize in-person client interactions more heavily
• Different companies may offer varied focuses on strategic versus tactical responsibilities
• Compensation packages might include different incentives like profit sharing or equity, depending on the organization

ASSUMPTION: The role at Lumin Digital emphasizes a cloud-native approach and innovative client management solutions, potentially offering distinct technological exposure compared to similar positions.

📝 Sample Projects

• Leading a product enhancement initiative based on client feedback
• Developing a client onboarding process to improve satisfaction and retention
• Collaborating with tech teams to integrate new digital solutions for clients

ASSUMPTION: Sample projects likely involve proactive engagement with both external clients and internal teams to drive digital solutions.

❓ Key Questions to Ask During Interview

• How does Lumin Digital plan to expand its digital banking solutions in the coming years?
• What are the biggest challenges currently facing your client management team?
• How does the company support professional growth for account executives?
• What role does the Senior Account Executive play in strategic decision-making?
• How does Lumin Digital incorporate client feedback into its service offerings?

ASSUMPTION: Interview questions should gauge both company strategy and candidate fit with Lumin Digital's innovative and client-focused culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Lumin Digital careers page
• Prepare to highlight your experience in client management within financial services
• Be ready to discuss your strategic approach to client relationship challenges
• Provide examples of past successful client interactions and growth initiatives
• Demonstrate your adaptability to new technologies and solutions

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.