About Luminary
Luminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.
$90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive.
Luminary solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services.
Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.
Luminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices.
The Opportunity
As a Customer Success Manager at Luminary, you play a key role in engaging & expanding our customer base, as we continue to rapidly scale.
You will partner with our customers to transform their business with Luminary, creating loyal champions, managing the end-to-end customer lifecycle, from onboarding & engagement through renewals, upsells, and advocacy.
Candidates must be excited by working across multiple layers at customer firms - executives, operations and end users - to drive platform engagement and success. This role offers significant exposure to leadership and rapid growth for ambitious, low-ego individuals.
What you'll do
Manage and grow a book of business, owning renewals and expansion
Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts
Develop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support
Partner closely with product and engineering to shape roadmap initiatives with customer insights
Qualities we're excited to see:
5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech
Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledge
Strong project management skills that connect tactical work to strategic outcomes
The ability to dig into data to find trends and insights that can be translated into customer success
High agency, proactive, and action-oriented
REAL — Resilient, Empathetic, Accountable, and Low-Ego
Why you’ll love working here
Represent a leading-edge vertical AI application defining a new product category that will transform an industry
Work alongside our CEO and co-founders — industry and tech leaders with decades of experience
Join a GTM team that collaborates on strategy, commercial assets, and execution
Thrive in a fast-paced environment where we're constantly shipping based on customer learnings
Luminary is a one-of-a-kind opportunity for massive impact at profitable scale — and a ton of fun along the way.
Compensation
The salary range for this role is $130,000 to $165,000. This role is eligible for a performance-based bonus, commissions, and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.
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, commuter, and educational stipends
🏖️ 4 weeks PTO
🛥️ 401(k) plan
🍼 Parental leave policy
🏢 NYC office where much of the team works 3+ days a week
Skills Required
- 5-8 years of professional experience
- At least 3 years as a Customer Success Manager in B2B SaaS
- Experience managing renewals, expansion, and a book of business
- Experience onboarding customers with mutual success plans and clear milestones
- Familiarity with wealth management, RIAs, family offices, or trust and estate attorneys
- Strong project management skills connecting tactical work to strategic outcomes
- Ability to analyze data to find trends and translate insights into customer actions
- Ability to partner with product and engineering to influence roadmap initiatives
- High agency, proactive and action-oriented work style
- Resilient, empathetic, accountable, and low-ego (REAL) behavioral fit
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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