Teams at Luminary (withluminary.com)

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.