Essential Functions and Responsibilities
Collaborate with Sales and Client Experience teams to understand prospect and client objectives and deliver compelling, data-driven business cases that demonstrate the financial and operational impact of Lumin Digital’s platform capabilities.
Lead discovery sessions with financial institution stakeholders. This includes CFOs, Heads of Digital, and COOs, to identify business priorities, quantify pain points, and align Lumin Digital’s solutions to measurable outcomes.
Build and customize ROI, TCO, and payback models using client data, industry benchmarks, and financial assumptions.
Own and maintain the master financial modeling toolkit used across the Sales organization.
Design and present tailored value narratives and data visualizations that address client challenges across digital banking, member engagement, operational efficiency, and overall FI performance goals.
Develop proof-of-concept business cases and executive-ready presentations for C-level and board-level stakeholders that translate quantitative analysis into clear, actionable justification for investment.
Serve as the subject matter expert on value engineering and business intelligence, connecting Lumin Analytics data, including customer behavior, digital engagement, and benchmarking insights to financial outcomes.
Assist in pre-sales discovery and collaborate with Solutions Architects and Solutions Consultants to translate business needs into value-based positioning and functional analytics specifications.
Contribute to RFP responses, ensuring accuracy, consistency, and strategic alignment with client goals and financial drivers.
Lead workshops and client working sessions to define key value metrics, ROI frameworks, reporting baselines, and success criteria.
Own, standardize, and continuously evolve Lumin’s value consulting methodology. This includes ROI frameworks, benchmark libraries, and executive presentation templates to scale impact across the entire Sales and Client Experience organizations.
Provide enablement to Sales and Sales Support teams on value-based selling techniques, financial modeling, and executive engagement best practices.
Define and track value engineering KPIs (e.g., win rate impact, deal velocity improvement, business case adoption rate) and report results to Sales leadership quarterly.
Provide structured feedback on market trends, buyer expectations, and value drivers to inform product strategy and go-to-market messaging.
Perform other duties as assigned.
Physical Demands
While performing the duties of this Job, the employee is regularly required to sit; use hands to type, handle, or feel and talk or hear
Specific vision abilities required by this job include close vision
Ability to occasionally lift/move up to 25 pounds
Individuals with a disability who are otherwise able to perform the essential functions of the job may request reasonable accommodation through the Human Resources department.
Position Specifications
Education
Bachelor’s degree in Business, Finance, Analytics, or related field required.
MBA or advanced degree in a quantitative discipline is a plus.
Experience
7–10 years of experience in value engineering, value consulting, financial analysis, management consulting, or pre-sales strategy in enterprise SaaS or technology-driven services required.
Experience working with financial institutions, digital banking platforms, or fintech solutions required.
Demonstrated experience building and presenting ROI, TCO, NPV, and payback models to support complex B2B sales cycles required.
Experience building and deploying data visualizations or BI dashboards (e.g., Tableau, Power BI, Looker) and presenting insights to executive audiences preferred.
Proven ability to engage in consultative, multi-stakeholder sales environments and influence executive decision-making required.
Demonstrated experience developing or owning a value consulting or value engineering methodology at the organizational level preferred.
Knowledge, Skills, & Abilities
Strong financial and analytical acumen, with the ability to build and defend ROI, TCO, NPV, IRR, and cost-benefit models grounded in client data and industry benchmarks.
Deep understanding of financial data relevant to credit unions and community banks, including user behavior, digital engagement metrics, operational efficiency drivers, and fraud prevention.
Strong strategic thinking and analytical mindset with the ability to turn complex data, both financial and operational, into compelling narratives that demonstrate measurable ROI and business impact.
Strong executive presence and ability to build credibility with senior-level stakeholders, including CFOs, Chief Digital Officers, and Heads of Operations at financial institutions.
Exceptional communication and presentation skills, with a focus on executive-level storytelling and value articulation.
Demonstrated success in a fast-paced, consultative environment supporting cross-functional client engagements across Sales, Solutions, and Client Services teams.
Experience with cloud-based data platforms and an understanding of modern data stack concepts preferred.
Advanced proficiency in Microsoft Excel, PowerPoint, and BI or data analysis tools.
Strong organizational and project management skills, with the ability to manage multiple concurrent deal engagements.
Intellectual curiosity and a data-driven mindset, with a focus on continuous improvement and scalability across the organization.
Comfort operating with ambiguity and influencing without direct authority across a matrixed organization.
Travel
25–40% — Between 65 and 104 work days of travel per year for a full time employee
LIFE AT LUMIN DIGITAL
Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people. We empower credit unions and banks by creating cutting-edge digital experiences that continuously serve, engage, and grow their membership base — and as a 100% cloud-native company, we're purpose-built to unlock the full advantages of the cloud for financial institutions and their users.
At Lumin, we thrive on curiosity and innovation. Our culture is built on trust in our expertise and decisions, respect for diverse perspectives and talents, and boldness in pursuing new ideas. These values shape a workplace where collaboration thrives, ideas flourish, and new possibilities are discovered every day. We encourage our team to explore, experiment, and challenge the status quo — because continuous improvement isn't just a goal, it's how we operate.
Benefits include: We take care of our people with medical, dental, and vision insurance, a 401(k) with company match, flexible PTO plus 12 paid holidays, paid sick leave, and paid parental and family leave. We also offer a lifestyle spending account, tuition reimbursement, and a cell phone stipend. Additional details are provided during the interview process.
Lumin Digital is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other legally protected basis. For more information, visit lumindigital.com http://lumindigital.com.
