Account Based Market + Events Specialist – Enterprise Sales
Luma Financial Technologies, LLC, Cincinnati, Ohio, United States, 45208
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 . About the role
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. What you'll do
Account Based Marketing (ABM) Execution
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, DealFront 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. Event Management
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 roundtables, 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 measured as strategic GTM investments, not tactical activities. Build scalable event playbooks, workflows, and best practices to support repeatable enterprise field marketing execution. Conduct deep account and market research to support ABM personalization, event targeting, and enterprise account planning. Maintain and operationalize account-aligned content libraries, including pitch decks, executive presentations, proposals, RFP materials, case studies, and event-specific assets. Partner with Marketing and Sales Enablement to ensure timely delivery of personalized, relevant materials aligned to buying stage, persona, and account strategy. Support enterprise deal teams with tailored account intelligence, campaign insights, and engagement recommendations to improve win rates and sales velocity. Client Coordination & Communication
Assist with onboarding documentation and post-sale handoff to Implementation teams, Onboarding Teams and our Relationship Management team. Coordinate follow-ups on client requests, next steps, and deliverables. Support the creation and delivery of client communications, including follow-up emails, thank-you notes, and event invitations. Maintain accurate records of opportunities, contacts, and activity in the CRM system. Generate reports and dashboards to help monitor pipeline health, forecast accuracy, and sales productivity. Support data validation, ensuring client details, contract dates, and revenue timelines are up to date. Collaborate with marketing to optimize workflows and propose CRM improvements that elevate cross-functional efficiency across marketing, sales, and RevOps. Support Strategic Account Executives throughout the enterprise sales cycle, including account research, proposal development, contract coordination, and CRM administration. Track deal progress and next steps, manage CRM tasks, and ensure internal milestones across Legal, Compliance, Pricing, Product, and Implementation are completed on schedule. Prepare meeting materials, executive presentations, account summaries, and follow-up documentation in coordination with Marketing and Product teams. Schedule and coordinate sales meetings, demos, executive briefings, and client calls. Support inbound and outbound lead progression from MQL through SQL, ensuring timely routing, follow-up, and funnel progression. Operational Excellence
Partner with Finance, Legal, and Operations teams to ensure clean handoff and documentation for executed agreements. Track and reconcile expenses, budgets, and event participation for the sales team. Support onboarding and administrative needs for new members of the sales organization. Qualifications
2–4 years of experience in sales operations, sales support, account based marketing, or client service roles, ideally within fintech, wealth management, or B2B SaaS. Demonstrated experience supporting enterprise sales cycles and/or ABM programs. Strong analytical and organizational skills with the ability to manage multiple accounts, priorities, and deadlines simultaneously. Hands-on experience with CRM systems (Zoho preferred) and comfort working with dashboards, reports, and pipeline data. Excellent written and verbal communication skills with a professional, client-facing demeanor. Proficiency in Microsoft Office; strong PowerPoint and Excel skills preferred. Detail-oriented, process-driven, and proactive with a collaborative, cross-functional mindset. Interest in enterprise wealth management, advisor technology, and fintech strongly preferred.
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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 . About the role
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. What you'll do
Account Based Marketing (ABM) Execution
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, DealFront 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. Event Management
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 roundtables, 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 measured as strategic GTM investments, not tactical activities. Build scalable event playbooks, workflows, and best practices to support repeatable enterprise field marketing execution. Conduct deep account and market research to support ABM personalization, event targeting, and enterprise account planning. Maintain and operationalize account-aligned content libraries, including pitch decks, executive presentations, proposals, RFP materials, case studies, and event-specific assets. Partner with Marketing and Sales Enablement to ensure timely delivery of personalized, relevant materials aligned to buying stage, persona, and account strategy. Support enterprise deal teams with tailored account intelligence, campaign insights, and engagement recommendations to improve win rates and sales velocity. Client Coordination & Communication
Assist with onboarding documentation and post-sale handoff to Implementation teams, Onboarding Teams and our Relationship Management team. Coordinate follow-ups on client requests, next steps, and deliverables. Support the creation and delivery of client communications, including follow-up emails, thank-you notes, and event invitations. Maintain accurate records of opportunities, contacts, and activity in the CRM system. Generate reports and dashboards to help monitor pipeline health, forecast accuracy, and sales productivity. Support data validation, ensuring client details, contract dates, and revenue timelines are up to date. Collaborate with marketing to optimize workflows and propose CRM improvements that elevate cross-functional efficiency across marketing, sales, and RevOps. Support Strategic Account Executives throughout the enterprise sales cycle, including account research, proposal development, contract coordination, and CRM administration. Track deal progress and next steps, manage CRM tasks, and ensure internal milestones across Legal, Compliance, Pricing, Product, and Implementation are completed on schedule. Prepare meeting materials, executive presentations, account summaries, and follow-up documentation in coordination with Marketing and Product teams. Schedule and coordinate sales meetings, demos, executive briefings, and client calls. Support inbound and outbound lead progression from MQL through SQL, ensuring timely routing, follow-up, and funnel progression. Operational Excellence
Partner with Finance, Legal, and Operations teams to ensure clean handoff and documentation for executed agreements. Track and reconcile expenses, budgets, and event participation for the sales team. Support onboarding and administrative needs for new members of the sales organization. Qualifications
2–4 years of experience in sales operations, sales support, account based marketing, or client service roles, ideally within fintech, wealth management, or B2B SaaS. Demonstrated experience supporting enterprise sales cycles and/or ABM programs. Strong analytical and organizational skills with the ability to manage multiple accounts, priorities, and deadlines simultaneously. Hands-on experience with CRM systems (Zoho preferred) and comfort working with dashboards, reports, and pipeline data. Excellent written and verbal communication skills with a professional, client-facing demeanor. Proficiency in Microsoft Office; strong PowerPoint and Excel skills preferred. Detail-oriented, process-driven, and proactive with a collaborative, cross-functional mindset. Interest in enterprise wealth management, advisor technology, and fintech strongly preferred.
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