Lumin Digital
Lumin Digital is a fintech company specializing in cloud native digital banking solutions.
CX Operations Specialist
Location
United States
Posted
93 days ago
Salary
$105K - $120K / year
Bachelor Degree3 yrs expEnglish
Job Description
• Ensure the smooth and efficient execution of operations across Lumin Digital’s delivery organization.
• Drive operational excellence through data accuracy, process improvement, and cross-team coordination.
• Manage and maintain delivery operations data, ensuring accuracy and consistency across systems, tools, and reports.
• Track and monitor professional services requests and delivery progress against defined timelines.
• Manage and execute change order processing within the Delivery organization, coordinating with Legal and other teams as required.
• Perform accurate and timely data entry of client information into the CRM system.
• Develop and refine processes, templates, and documentation to support standardized execution of delivery.
• Coordinate cross-functional workflows between Professional Services, Technical Delivery, and Client Experience teams.
• Identify and implement process improvements that enhance operational efficiency and strengthen client outcomes.
• Prepare, analyze, and distribute delivery performance reports for internal leadership and investor audiences.
• Maintain compliance with internal standards and data governance practices to ensure integrity and accountability.
• Perform other duties and special projects as assigned.
Job Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, Operations Management, or a related field preferred.
- Three (3) years of experience in an operations, project coordination, or business analyst role, preferably within a SaaS, fintech, or digital banking environment.
- Demonstrated experience supporting delivery or client success teams through process and data management.
- Proven track record of driving operational efficiency and improving cross-team collaboration.
- Strong interpersonal skills with a natural ability to build trust and rapport across teams.
- Excellent written and verbal communication skills, with clarity, professionalism, and empathy.
- Highly organized and detail-oriented; able to manage multiple priorities and meet deadlines in a fast-paced environment.
- Proficiency with CRM systems (e.g., HubSpot) and collaboration platforms (e.g., Google Workspace, Zoom, Jira).
- Analytical mindset with the ability to interpret data and translate findings into process improvements.
- Collaborative and resourceful, with a commitment to service excellence and continuous improvement in a dynamic, fast-paced environment.
- Commitment to client satisfaction, service excellence, and proactive issue resolution.
- Background in fintech, digital banking, or client-facing SaaS is a plus.
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