Cincinnati, Ohio, United States · On-site
$65k–$75k/yr
About the role As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adopt…
Skills: Customer Success, Client Onboarding, Technical Troubleshooting, CRM Management, Data Analysis
Cincinnati, Ohio, United States · Hybrid
About Decimal Decimal is a franchise network of operator-owned accounting firms. We built the technology, processes, and infrastructure we had when we were running a firm, then made it available to independent accountant…
Skills: Firm Management, Client Relationship Management, Business Development, Financial Oversight, Team Leadership
Cincinnati, Ohio, United States · Remote OK
We are seeking a motivated professional who is ready to elevate their Risk and Safety consulting expertise and partner with our insureds to drive meaningful impact. We are currently hiring a Sr. Risk Control Specialist t…
Skills: Risk Control, Safety Consulting, Commercial Auto Risk Management, Loss Prevention, Networking
Cincinnati, Ohio, United States · On-site
$20/hr–$25/hr
We are currently looking for the right Retail Store Manager to join our Team! $20.00 to $25.00 per hour In addition to the hourly rate our Retail Store Managers can earn a very lucrative monthly bonus, contributing to a …
Skills: Store Management, Customer Service, Staff Training, Recruitment, Financial Analysis
Cincinnati, Ohio, United States · On-site
$90k–$105k/yr
About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human s…
Skills: Prospecting, Sales Presentations, Closing Deals, CRM Management, Upselling
Cincinnati, Ohio, United States · On-site
$70k–$85k/yr
At the University of Cincinnati Foundation, we commit ourselves to providing a place where everyone belongs. We care deeply about those in our community, while also taking care to nurture new relationships. We have the c…
Skills: Major Gift Fundraising, Donor Cultivation, Donor Stewardship, Portfolio Management, Proposal Development
Cincinnati, Ohio, United States · On-site
Welcome! Are you ready to begin a NewPath? At NewPath, we do more to make a difference -more for each child, each client, and our community. Our dedicated team does what it takes, day and night, to get to the heart of ev…
Skills: Fundraising, Database Management, Donor Research, Grant Writing, Communication Skills
Detroit, Michigan, United States · Hybrid
The Opportunity: The Claims Advocate is a client facing role providing interpretation of policy language, coverage analysis, advocacy, coverage, and dispute resolution. This position will act as liaison between clients a…
Skills: Policy Interpretation, Coverage Analysis, Claims Advocacy, Dispute Resolution, Negotiation
Cincinnati, Ohio, United States · On-site
About Us At Elevate Claims Solutions, we are dedicated to supporting the unique skill sets and career goals of our Independent Adjusters. Our commitment to continuous improvement and meaningful work ensures that you can …
Skills: Xactimate, Xactanalysis, Property Damage Evaluation, Estimate Writing, Claims Management Systems
Detroit, Michigan, United States · Hybrid
The Opportunity: Hylant's ACE Training & Development Program offers a comprehensive curriculum designed to equip you with the knowledge and skills you need to succeed. From mastering the fundamentals of insurance to deve…
Skills: Sales Techniques, Insurance Brokerage, Technical Writing, Verbal Presentations, Coverage Analysis
Cincinnati, Ohio, United States · On-site
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio …
Skills: Business Development, Financial Planning, Prospecting, CRM, Networking
Cincinnati, Ohio, United States · On-site
$50k–$55k/yr
SUMMARY The Associate Legal Administrator performs general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution…
Skills: Administrative Support, Report Preparation, Calendar Management, Board Material Production, Regulatory Filing
Newark, New Jersey, United States · Remote OK
$55k–$75k/yr
Description Apply Today – Training Classes Begins in August 2026! Are you ready to launch a rewarding career in insurance sales? We’re seeking motivated, people-focused individuals to join our Inside Sales Representative…
Skills: Inside Sales, Persuasion, Interpersonal Communication, Analytical Skills, Decision Making
Omaha, Nebraska, United States · On-site
$50k–$55k/yr
SUMMARY The Fund Accountant I is responsible for performing various fund valuation processes for the calculation of the net asset valuations (NAV’s) of an assigned set of mutual funds or investment products. KEY AC…
Skills: Fund Valuation, Net Asset Value Calculation, Security Trading Reconciliation, Financial Accounting, Cash Forecasting
Atlanta, Georgia, United States · Hybrid
The Opportunity: The Account Executive will serve as a partner to Client Executives, Business Development Executives, and service team members acting as a strategic advisor for an assigned existing book of existing and p…
Skills: Property & Casualty Insurance, Brokerage Process Management, Client Relationship Management, Renewal Strategy Planning, Risk Management
Cincinnati, Ohio, United States · Remote OK
Here at Traction Forge Financial, an affiliate of GFI, we strive to put families first by putting every family in the forefront of our decision made. Our company believes in taking on an educational approach to finances …
Skills: Communication Skills, Customer Service, Financial Planning, Retirement Planning, Wealth Accumulation
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Customer Success Analyst serves as the primary contact for advisor inquiries, managing onboarding, training, and day-to-day support requests. They are responsible for monitoring engagement metrics and collaborating with cross-functional teams to ensure client value realization.
Candidates need 1-2 years of experience in a client-facing or operations role, preferably within SaaS or financial services. Strong organizational skills and familiarity with CRM or support platforms like Salesforce or Zendesk are preferred.
About the role
As a Customer Success Analyst (CSA), you will play a key supporting role in helping our clients realize the value of our platform. The primary responsibility of this role is to ensure client success, adoption, and value realization directly to advisors affiliated with our enterprise clients. Luma has evolved into a multi-solution (SKU) platform, where our CSAs will provide support across all SKUs. Working closely with the Customer Success Manager and cross-functional teams, you will assist with onboarding, training, and day-to-day customer requests to ensure a seamless and positive client experience. This role is ideal for someone who is detail-oriented, proactive, and passionate about helping customers succeed. You’ll help champion Luma’s value throughout the client journey—from onboarding and implementation to ongoing engagement—ensuring clients feel supported every step of the way.
What you'll do
Advisor Support & Task Execution
Advisor Onboarding & Implementation Support
Advisor Engagement & Insights
Internal Coordination & Process Improvement
What Success Looks Like:
Customer Satisfaction & Responsiveness:
Support & Issue Resolution:
Platform Support:
Operational Efficiency & Impact:
Qualifications
A global provider of innovative technology for structured products, annuities, and life insurance.
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
Offices: 425 Walnut St, Cincinnati, Ohio 45202, US · 19 W 44th St, Suite 1000, New York, NY 10036, US
There are currently 786 open finance & accounting positions in Cincinnati, OH listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Fifth Third Bank, U.S. Bank, Great American Insurance Group, Western & Southern Financial Group, Worldpay, among others. Browse the listings above to see every active employer.
Yes — 274 of the 786 open finance & accounting positions offer remote or hybrid work (52 remote, 222 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
