Account Based Market + Events Specialist – Enterprise Sales

Account Based Market + Events Specialist – Enterprise Sales

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities.

Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs.

Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website .

We are seeking a Platform Sales & Account Based Marketing (ABM) and Events Analyst to drive highly targeted enterprise go-to-market execution across a defined portfolio of targeted accounts. This role sits within our Growth Marketing team and partners closely with Channel Leadership, Sales, and Growth Marketing to plan, orchestrate, and execute ABM programs and high-impact field and executive events that accelerate enterprise sales cycles.

This position is purpose-built for a highly organized, analytically driven operator who thrives in ABM campaign execution, event orchestration, and sales enablement operations. You will play a central role in ensuring priority enterprise accounts receive coordinated, personalized, multi-channel engagement, anchored by strategic ABM programs and tightly executed event experiences. Your work will directly influence pipeline creation, deal velocity, and enterprise revenue outcomes.

• Own the day-to-day execution of ABM programs for priority enterprise accounts, partnering with Growth Marketing and Sales to operationalize account-specific GTM strategies.
• Maintain and continuously refine target account lists, buying committees, and persona maps across enterprise firms.
• Design and coordinate multi-touch ABM campaigns, including executive outreach, personalized content delivery, curated event invitations, and sequenced engagement plays.
• Orchestrate account-specific campaign workflows across email, events, content, executive briefings, direct outreach, and field marketing motions.
• Track account engagement signals and intent data using Google Analytics, Deal Front and other tools, synthesizing insights into actionable recommendations for Sales to inform outreach strategy, sequencing, and deal planning.
• Produce account-level ABM reporting, including engagement metrics, opportunity influence, pipeline contribution, and campaign-to-revenue attribution.
• Ensure tight operational alignment between ABM activity, sales priorities, and active enterprise opportunities, reinforcing disciplined execution and measurable outcomes.

• Own the planning, coordination, and execution of field marketing, executive, and strategic account events in support of ABM and enterprise GTM objectives.
• Partner with Growth Marketing, Sales, and Channel leaders to design high-impact event strategies, including executive dinners, VIP round tables, roadshows, industry conferences, and proprietary hosted experiences.
• Manage end-to-end event execution, including:
• Account targeting and invitation strategy
• Registration and attendee management
• Pre-event ABM orchestration
• On-site logistics and coordination
• Post-event follow-up campaigns and opportunity acceleration
• Ensure events are tightly integrated into ABM engagement plans, serving as core conversion points in enterprise buying journeys.
• Track and report event-driven pipeline, opportunity acceleration, and revenue impact, ensuring events are…