Customer Success Analyst

Luma-financial-technologies seeks a Customer Success Analyst for its Cincinnati, OH location in this full-time role focused on turning customer data into actionable strategies that strengthen long-term client relationships.

Role Overview

As a Customer Success Analyst at Luma-financial-technologies in Cincinnati, OH, you will sit at the intersection of data insight and client support. The full-time position centers on examining usage patterns, satisfaction signals, and account health indicators so the broader customer success function can act early and effectively. You will translate raw information into clear recommendations that help teams improve retention, uncover expansion signals, and refine everyday customer interactions. Success in this Customer Success Analyst role near Cincinnati means delivering accurate analysis that teams can trust and act on quickly.

Responsibilities

• Gather and examine customer activity, engagement scores, and feedback data to surface trends and early warning signs
• Build and maintain regular reports and simple dashboards that track health metrics, renewal likelihood, and product adoption
• Partner with account managers and support colleagues to investigate issues and propose data-backed next steps
• Flag accounts showing risk or growth potential and prepare concise briefings for the customer success team
• Document recurring patterns and share insights that improve onboarding, training materials, or service processes
• Support ad-hoc analysis requests related to campaigns, feature releases, or segment performance
• Help maintain clean data sets so ongoing tracking and discussion stay reliable

What We're Looking For

• Demonstrated ability to analyze datasets and draw practical conclusions that drive customer outcomes
• Comfort working with spreadsheets and common reporting or visualization tools
• Clear written and verbal communication skills suited to sharing findings with non-analyst teammates
• Strong attention to detail and the capacity to manage multiple account reviews simultaneously
• Familiarity with CRM platforms or customer success software is advantageous
• Bachelor’s degree in a business, analytics, statistics, or related field, or comparable professional experience
• Self-directed work style balanced with a collaborative approach in a Cincinnati-based team

More About Luma-financial-technologies

Luma-financial-technologies is hiring for this role and offers a supportive team environment.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.