About Luminary
Luminary is a data and collaboration platform purpose-built for estate planning services.
More than $100 trillion will pass between generations in the decades ahead – and an increasing number of families say they want their advisors to lead them through this process. However, more than 70% of these clients report a large gap between the services they expect and what they are receiving.
At the heart of this disconnect is the lack of integrated technology systems – making delivery of effective advice costly and cumbersome. Luminary’s AI-powered platform brings together wealth, legal, and tax advisors to help them deliver deeper insights, create capacity to touch more clients, and differentiate their businesses for growth.
Our customers are leaders in the delivery of planning guidance for complex clients, including investment managers, attorneys, CPAs, and family offices. Luminary’s founders have deep experience in this space and in building successful software businesses.
Luminary is led by CEO David Barnard, former Head of Private Wealth at AllianceBernstein. We are backed by leading VCs, prominent wealth managers, and several family offices.
The Opportunity
As a Customer Success Manager at Luminary, you play a key role in building & engaging our rapidly growing customer base, embodying our core value of “when our customers win, we win.”
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 interacting across multiple layers at customer firms, including executives, end users, and operations. You will act as the voice of the customer, working cross-functionally with Sales, Marketing, and Product to drive platform adoption & expansion.
This role offers significant exposure to leadership and growth opportunities for ambitious, low-ego individuals.
What you'll do
Manage and grow a book of business, developing strong relationships with key stakeholders, responsible for renewals and account expansion
Onboard new customers, and develop mutual success plans with clear milestones to achieve strategic customer goals and successful rollouts
Develop deep platform & trust and estate knowledge to provide training and ongoing support to drive customer engagement and success.
Communicate customer needs and partner closely with product and engineering teams on the development of roadmap initiatives
Qualities we'd be excited to see in an applicant:
5-8 years of experience, with at least 3 years in wealth management or as a CSM in B2B SaaS
You have an understanding of the wealth management space or experience working with RIAs, family offices, or trust and estate attorneys, and are deeply curious and interested in learning domain knowledge
You have strong project management skills that align tactical work with strategic outcomes - you know how to prioritize and execute
You enjoy digging into the data to find trends, insights, etc, to advocate for customers
You operate with high levels of agency & proactivity, and are an excellent, action-oriented problem solving
You are REAL - Resilient, Empathetic, Accountable, and Low-Ego
Why you’ll love working here
You will represent a leading-edge vertical AI application that is defining a new product category and will transform an industry
You’ll have a rare opportunity to work alongside our CEO and co-founders to learn from industry and tech leaders with decades of experience
You’ll be a part of a nimble team where your work has a measurable impact on the business’s success
You're excited to be part of a GTM team that works closely together on strategy, developing commercial assets, and execution
You enjoy a fast-paced environment where we’re constantly shipping new products based on learnings from customers and prospects
Compensation
The salary range for this role is $100,000 to $150,000. 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
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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