Jobs at Luminary (withluminary.com)

Own and improve business workflows across billing, contracting, vendor management, sales operations, and customer operations. Lead cross-functional projects, improve CRM data and reporting, manage customer due diligence, analyze operational data, and recommend scalable systems, automation, and process improvements. The role requires independent execution, sound judgment, and collaboration with senior leaders across the company.

Own customer onboarding from tenant configuration and alignment through training, troubleshooting, and go-live. Provide first-line post-launch support, resolve issues, escalate appropriately, and maintain product expertise. Improve onboarding and support playbooks, academy content, and documentation while surfacing recurring customer feedback to inform the product roadmap. Partner closely with Customer Success Managers to deliver tailored, effective customer experiences.

Own Luminary’s digital marketing engine, including HubSpot marketing measurement, funnel reporting, attribution, email programs, lifecycle nurture, deliverability, and paid acquisition. Manage Google Ads and LinkedIn Ads campaigns, conversion tracking, budgets, testing, and channel expansion. Build dashboards tied to pipeline, CAC, and conversion rates, while partnering with sales, content, design, product, and customer success. The role requires hands-on digital marketing execution in a B2B SaaS or considered-purchase environment.

Design and implement AI-native frontend interfaces for advisors, own frontend architecture and state management, partner with design, build interactive diagrams and chat surfaces, and polish UX details like loading, empty states, and keyboard paths.

Build end-to-end full‑stack features for an AI-native wealth transfer platform: design data models, implement backend services in Go, front-end in React/TypeScript, integrate agents and workflows, collaborate with design and domain experts, and ship multiple times per day using modern observability and CI tooling.

Build and improve production AI systems that extract structured data from legal documents into a household knowledge graph. Own and design evaluation suites, improve agent orchestration and tooling, create human-review workflows, and ship dependable, scalable changes to production while collaborating with domain experts and product.

Build and own the backend modeling engine for transfer tax, waterfall/distribution, and consolidation. Model complex trust and estate domains, make computations deterministic and checkable, validate logic with JDs and CPAs, and expose modeling for agent-driven workflows. Ship small changes frequently and support production monitoring and agent workflows.

Manage and grow a book of B2B SaaS customers in wealth transfer: onboard clients, drive engagement and renewals, enable users through training, surface product insights, and partner with product/engineering to support expansions and advocacy.

Identify and qualify new business opportunities through research and outreach; build relationships with C-level and operational stakeholders; gather customer feedback to refine messaging and value proposition; partner with marketing to create enabling content; manage pipeline to achieve sales goals and accelerate adoption.

Sell Luminary's AI-native wealth transfer platform to high-net-worth advisory firms. Manage full sales cycle from pipeline creation to close, run discovery and demos, build deep multi-stakeholder relationships, communicate customer needs to product and marketing, and drive new customer logos and revenue.