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© All Rights Reserved. ApplyBlast.com
Luma Financial Technologies
A Customer Success Analyst at Luma Financial Technologies supports clients in realizing the value of their platform, ensuring adoption and satisfaction through onboarding, training, and ongoing support. The role involves managing client inquiries, coordinating onboarding, monitoring engagement, and improving internal processes to enhance the client experience.
Headquarters
Cincinnati, Ohio, United States
Company Size
51-200 employees
Founded
2018
Luma Financial Technologies is a fintech platform that helps users learn about, compare, and manage structured products, capital-alternatives, annuities, and life insurance. The service combines educational content, product comparison tools, and management features to simplify discovery and selection of complex insurance and structured-finance offerings for financial advisors and individual investors. Available in multiple languages, Luma emphasizes clear analytics and workflow support to streamline product evaluation, distribution, and portfolio oversight.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Luma Financial Technologies.
13% above the average for this role