ISO​/Agent Partner Success

Reports To: VP of Infrastructure & Channel Strategy

Employment Type: Full-Time (Exempt)

Compensation: $85,000 base + variable bonus based on partner and deal performance

Benefits: Health, dental, and vision insurance, paid time off, and additional voluntary benefits

Lumino Technologies, Inc. (Lumino) is a Houston-based financial technology company building modern commerce infrastructure for growing businesses. We operate a full-stack payments and financial platform designed to deliver transparent processing, operational reliability, and scalable financial tools for merchants.

By integrating payment processing with automation, analytics, and workflow-driven tools, Lumino helps businesses reduce friction, improve cash flow visibility, and scale with confidence. We are building a disciplined, merchant-first fintech organization focused on operational excellence, compliance, and long-term partner relationships.

The ISO / Agent Partner Success role is responsible for managing the full lifecycle of Lumino’s ISO

and Agent partnerships, from onboarding and activation through ongoing relationship management,

sales enablement, and production growth. This role serves as the primary point of contact for assigned partners, helping them navigate Lumino’s platforms, resources, and submission processes while proactively identifying and resolving barriers to performance.

Success in this role requires strong relationship management, operational follow-through, and a focus

on measurable partner production. The role works closely with internal teams to maintain accurate

partner data, resolve operational and technical issues, and drive partners from initial onboarding to

• Conduct Lumino ISO/Agent Program calls vetting new partner fit with Lumino. Own the onboarding call for every newly signed ISO/Agent partner: systems walkthrough, submission process, portal access, and platform overview (Adyen, Fiserv, TSYS, Nuvei, Shift4, and POS partners including Shift4 Dine, Clover, PAX, Swipe Simple, Square, Sum Up
• Confirm signed Schedule A and agreement are filed, and partner record is created in Hub Spot/CRM before onboarding begins
• Verify boarding/portal access credentials are issued and functional before first submission attempt
• Collect and confirm any required compliance/underwriting documentation
• Send the first-deal-submission checklist and proactively confirm the partner has no open blockers

• Own the full hypercare cadence post-signing for all ISO/Agent partners, ensuring no partner goes untouched during the critical first 90 days
• Run proactive check-ins during the "awaiting first submission" window; elevate per defined timeline if a partner has not submitted by day 14 post-onboarding
• Deliver the first-submission recognition moment and transition the partner into standard ongoing cadence once production begins
• Maintain an ongoing nurture rhythm for active partners - not just new ones - to sustain engagement, surface blockers early, and prevent dormancy
• Serve as the partner’s primary relationship point of contact, distinct from initial sales/signing contact
• Prepare periodic business reviews for assigned partners to reinforce the relationship and surface growth opportunities
• Deliver live platform and solution demos to partners and their merchant prospects across the full product suite (processing, gateway, POS)
• Support partners in positioning Lumino’s value proposition (transparent residuals, multi-platform flexibility, white-glove support) in their own merchant conversations
• Ensure partners are equipped with and know how to use current sales enablement materials (Sales Playbooks, Quick Start guides, platform…