LumiQ

Financial Planning and Analysis

• Researching and pitching business topics aligned with LumiQ’s roadmap
• Scoping episodes intentionally to balance depth, clarity, and audience relevance
• Identifying, outreach to, and coordinating subject matter experts
• Creating interview prep materials and foundational research
• Hosting interviews with senior business and finance professionals
• Guiding conversations to ensure they are educational, engaging, and practical - This includes guiding experts toward clarity, asking follow-up questions that surface insight, and ensuring conversations remain accessible and valuable to the audience
• Reviewing raw audio and making content-level edits
• Writing episode copy, including descriptions, quiz questions, glossary terms, and visual aids

Business & Finance Producer

Customer Success Manager

• Own and develop **trusted advisor relationships** with enterprise customers, stakeholders, and end users to deliver a best-in-class experience.
• Monitor and analyze customer health, adoption, and engagement to proactively mitigate churn and identify growth opportunities.
• Lead customer onboarding, business reviews, and strategic goal-alignment conversations to drive measurable outcomes.
• Use **data and customer insights** to guide recommendations and support renewal and expansion discussions.
• Act as the **voice of the customer** by gathering feedback and advocating across product, content, and internal teams.
• Deliver **clear, timely, and proactive communication** while maintaining a high standard of responsiveness and detail.
• Maintain accurate customer records in **Salesforce and other CRM tools** to support reporting and account planning.
• Partner with customers to help shift from a **compliance-driven approach to a culture of continuous learning**.
• Support cross-functional initiatives as needed to advance Customer Success goals.

Enterprise Customer Success Manager

Product Marketing

• Sales & CS Enablement: Developing and maintaining the foundational sales toolkit (pitch decks, one-pagers, battle cards) and ensuring revenue teams are trained on new features and value propositions.
• Content & Case Studies: Producing high-quality collateral, such as whitepapers and industry-specific case studies, that demonstrate the ROI of the LumiQ platform.
• Customer Insights: Interviewing customers to extract success stories for use across the marketing and sales funnel.
• Lifecycle Marketing: Owning lifecycle marketing and outbound communication for prospective and active users to drive acquisition and keep them informed of product updates.
• Engagement Monitoring: Tracking engagement metrics across outbound channels to identify and implement improvements.
• Website & Positioning: Managing website content to ensure it accurately reflects benefits and translating product updates into clear, benefit-driven copy.
• Brand Advocacy: Maintaining a consistent brand voice across all technical and educational product marketing assets.

Senior Product Marketing Manager

Producer

• Researching and pitching technical topics aligned with LumiQ’s roadmap
• Scoping episodes intentionally to balance depth, clarity, and audience relevance
• Identifying, outreach to, and coordinating subject matter experts
• Creating interview prep materials and foundational research
• Hosting interviews with senior accounting and finance professionals
• Guiding conversations to ensure they are educational, engaging, and practical
• Reviewing raw audio and making content-level edits
• Writing episode copy, including descriptions, quiz questions, glossary terms, and visual aids

Technical Producer

Product Designer

• Own the end-to-end design lifecycle — research, IA, flows, prototyping, visual design, and handoff.
• Lead the evolution of LumiQ’s design system in Figma, including components, variables, tokens, and Storybook integration.
• Elevate product usability across mobile and web, applying modern interaction design and mobile-first principles.
• Craft visually stunning, storytelling-driven interfaces, with strong mastery of typography, iconography, layout, and motion.
• Leverage AI toolsets (including custom GPT workflows) to accelerate exploration, generate concepts, and enhance creativity.
• Build high-fidelity prototypes to clearly communicate ideas to stakeholders and engineers.
• Mentor and collaborate with other product and visual designers, helping elevate the design craft and uplevel the broader design team.
• Collaborate closely with our visual design and marketing teams to ensure brand consistency and elevate the quality of our product’s visual expression.
• Collaborate cross-functionally with product managers, engineers, marketing team, content team, and leadership to ensure cohesive and user-centered experiences.
• Champion design quality and thinking across the organization, raising the bar for craft and supporting the growth of our design practice.
• Stay current on design trends, tools, and emerging technologies, bringing fresh thinking to LumiQ’s product evolution.

Business & Finance Producer

Enterprise Customer Success Manager

Senior Product Marketing Manager

Technical Producer

Principal Product Designer