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Customer Success Analyst — SaaS Onboarding & Engagement
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-20
Listing for:
Luma Financial Technologies
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, HelpDesk/Support
Job Description & How to Apply Below
Luma Financial Technologies is seeking a Customer Success Analyst to support advisors affiliated with enterprise clients. You will assist with onboarding, training, and day-to-day requests to ensure a positive client experience across multiple SKUs.
The role emphasizes detail-orientation, proactive outreach, and cross-functional collaboration. You will help champion Luma’s value through onboarding and ongoing engagement, coordinating with the CSM and internal teams to meet client goals and
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