Senior Account Executive
New
L
Lumin DigitalFintech / SaaS
Remote - United StatesFull-TimeSenior
Salary$145K - $165K; $145K – $165K • Offers Commission • Offers Bonus; Base Compensation: $145K – $165K • Offers Commission • Offers Bonus
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Job Details
- Experience
- 5 years of experience
- Required Skills
- Analytical SkillsSaaSRelationship buildingAccount ManagementCross-functional collaboration
Requirements
- Bachelor’s degree in Business, Marketing or a related field or equivalent combination of education and experience.
- 5 years of experience in account management, client success, or strategic relationship management.
- Preferably experience in a SaaS, fintech environment.
- Experience leading cross-functional initiatives and collaborating with internal teams (e.g., Product, Operations, Sales).
- Experience managing executive-level client relationships.
- Demonstrated success in driving client growth through upsell and expansion strategies.
- Strong understanding of client relationship management, strategic planning, and engagement best practices.
- Exceptional communication, interpersonal, and relationship-building skills.
- Proven analytical skills for assessing client needs and identifying growth opportunities.
- Skilled in leveraging operational and client health metrics to guide strategic decisions.
- Ability to travel up to 25% (less than 25% - Up to 65 work days per year).
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 CRM, managing deal velocity and identifying at-risk opportunities.
- Collaborate with internal teams to address client requests, escalations, and product service enhancements.
- Partner with clients to understand strategic business goals and provide tailored solutions.
- Manage client onboarding, training, renewals, and retention efforts.
- Drive client growth through strategic upselling and expansion initiatives to achieve sales targets.
- Create structured strategies for client relationships, aligning goals with partnership opportunities.
- Build and maintain trusted advisor relationships for long-term success.
- Monitor and report client relationship progress to leadership.
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