Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Expect scenarios on prioritizing at-risk accounts, explaining a metric story to a non-technical stakeholder, and how you partner with CSMs or support without inventing outcomes you cannot measure.
Strong fit if you like client-facing analysis in financial tech, prefer on-site Cincinnati work, and want an analyst seat that supports success motions rather than pure sales quotas.
As a Customer Success Analyst at Luma Financial Technologies in Cincinnati, a typical day centers on client health signals, ticket and usage trends, and clear handoffs with success and product partners so account issues are spotted early and resolved with data-backed next steps.
Useful foundations include CRM hygiene, spreadsheet or BI basics, clear written client updates, and comfort turning support or product metrics into simple action items for account teams.
No. The listing is for Cincinnati, OH with remote set to off-site not available.
Applications route through the company’s Rippling ATS at ats.rippling.com.
No certification family or costed prep resources were provided for this listing.
Website: ats.rippling.com
Public cache only — not an employee review.
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…
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