Business Operations Associate

Posted 3 Days Ago
New York, NY, USA
Hybrid
100K-140K Annually
Mid level
Fintech • Software
Luminary provides powerful estate planning technology for complex clients.
The Role
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.
Summary Generated by Built In
The Opportunity

As a Business Operations Associate at Luminary, you will help shape how a rapidly growing enterprise software company operates and scales.

You will partner with leaders across the business to solve operational challenges, strengthen core processes, and lead initiatives that support our next stage of growth. Your work will span commercial operations, finance, contracting, and business reporting, combining hands-on execution with opportunities to design better systems and influence how we operate.

This role is ideal for someone who enjoys variety, exercises sound judgment, and wants the autonomy to take a problem from initial diagnosis through implementation. You will report to the Director of Operations and work closely with senior leaders across Luminary.

What you’ll do
  • Own and improve core business workflows across billing, contracting, vendor management, and sales and customer operations

  • Lead cross-functional operational projects, translating business needs into clear plans and driving them through completion

  • Improve CRM data quality, reporting, and workflows so teams have reliable visibility into pipeline, revenue, and customer activity

  • Evaluate commercial documentation and operational data, resolve issues, and bring recommendations to stakeholders when decisions require broader input

  • Manage customer due diligence and other commercial requirements, coordinating contributions across teams

  • Develop analyses and reporting that surface trends, inform decisions, and improve business performance

  • Identify opportunities to scale how we work through better systems, automation, and process design

Qualities we’d be excited to see in an applicant
  • You bring relevant experience in business operations, finance, consulting, or a similarly analytical and execution-oriented role; we expect most candidates to have 2-4+ years of experience, but value demonstrated capability over a specific tenure

  • Experience in revenue operations or sales operations, including hands-on CRM administration, reporting, and workflow automation, is particularly valuable; familiarity with HubSpot is a plus

  • You have a track record of owning projects or processes independently and delivering measurable improvements

  • You combine strong analytical skills with practical business judgment and are comfortable working with spreadsheets, business systems, and operational data

  • You can move between detailed execution and broader questions about how a process should work as the business grows

  • You communicate clearly, build effective working relationships, and drive progress across teams

  • You are comfortable interpreting contracts, policies, and financial information, handling sensitive matters, and recognizing when specialist input is needed

  • You bring structure to ambiguity, prioritize effectively, and take accountability for outcomes

  • You use AI and automation thoughtfully to improve how work gets done

  • Experience in B2B SaaS, fintech, or a regulated industry is helpful but not required

  • You are REAL — Resilient, Empathetic, Accountable, and Low-Ego

Why you’ll love working here
  • Own meaningful work with direct visibility into company priorities and decisions

  • Partner closely with senior leaders and influence how Luminary operates as we scale

  • Build broad experience across business functions while developing deeper ownership in areas aligned with your strengths

  • See the impact of your ideas quickly, with room for your scope and responsibility to grow alongside the company

Benefits we offer

We believe firmly that happy, healthy employees will do their best work.

  • 👩🏻‍⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)

  • 🧘🏽‍♀️ Monthly wellness stipend

  • 🏖️ PTO

  • 🛥️ 401(k) plan

  • 🍼 Parental leave policy

  • 🏢 NYC office where much of the team works 3+ days a week

Skills Required

  • Relevant experience in business operations, finance, consulting, or a similarly analytical and execution-oriented role
  • 2–4+ years of relevant experience
  • Experience owning projects or processes independently and delivering measurable improvements
  • Strong analytical skills and practical business judgment
  • Comfort working with spreadsheets, business systems, and operational data
  • Clear communication and ability to build effective working relationships across teams
  • Ability to interpret contracts, policies, and financial information and handle sensitive matters
  • Ability to structure ambiguity, prioritize effectively, and take accountability for outcomes
  • Experience in revenue operations or sales operations, including CRM administration, reporting, and workflow automation
  • Familiarity with HubSpot
  • Experience using AI and automation to improve work processes
  • Experience in B2B SaaS, fintech, or a regulated industry
Am I A Good Fit?
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The Company
HQ: New York, NY
20 Employees
Year Founded: 2022

What We Do

More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is a data and collaboration platform purpose built for trust & estate services. Our software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We also enable third-parties to work seamlessly in service of a shared client. Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices. Luminary is founded by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies. We are backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.

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