Luminary is the AI-native system of action for wealth transfer services. Leading wealth managers, national tax advisory practices, and AM Law 100 law firms use Luminary to plan, model, and execute estate and wealth transfer strategies for their clients. Founded in 2022, we're backed by top venture capital investors, wealth management firms, and family offices.
The Opportunity
We're hiring our first Revenue Operations Manager to build the operating system behind Luminary's go-to-market engine. This is a builder role, not a ticket queue. You'll own our GTM tech stack end to end, find where friction slows down marketing, sales, and customer success, and fix it with modern, AI-first tooling.
You'll also be a strategic partner to GTM leadership and the executive team on capacity planning, KPIs, board reporting, and commissions. If you'd rather prototype a Claude workflow or a Clay table than wait for a vendor roadmap, we want to talk to you.
What you'll do
Own the GTM tech stack. Administer and evolve HubSpot, Gong, Clay, and the rest of our revenue tools. Decide what we buy, build, integrate, or retire, and keep the stack clean, connected, and well documented.
Design the data model across the funnel. Own lifecycle stages, pipeline definitions, object and property schema, and handoffs across marketing, sales, and CS so every team works from one source of truth.
Proactively hunt for friction. Shadow reps, read Gong calls, and audit workflows to find where deals stall, data breaks, or people do manual work. Ship fixes before anyone files a request.
Build with AI and builder tools. Use Claude, Clay, and automation platforms to create agents, enrichment flows, routing logic, and internal tools that give our team leverage, from account research to deal hygiene to renewal signals.
Own reporting and KPIs. Build the dashboards, inspection cadences, and forecast process that show where pipeline is created, how it moves, and what will close.
Partner on capacity planning and KPIs. Model hiring and quota capacity, define the metrics that matter across the funnel, and help leaders make headcount and investment decisions.
Strategic partner for board prep. Prepare the pipeline, bookings, retention, and efficiency metrics that go to the leadership team and board.
Run commissions and comp plans. Partner with Head of Revenue and Finance to design incentive plans and calculate and pay commissions accurately and on time.
4–7 years in Revenue Operations, Sales Operations, or GTM Systems at a B2B SaaS company, ideally an early-stage or high-growth one
A builder's mindset. You've built RevOps functions, systems, or tools from scratch, and you can point to things you shipped, not just tasks you completed
AI fluency. Advanced, hands-on use of AI platforms (especially Claude) to automate work, build agents or workflows, and rethink how GTM operates
Deep HubSpot expertise: workflows, lifecycle stages, custom objects and properties, lead routing, and reporting
Hands-on experience with Gong, Clay, and enrichment, automation, or integration tools (e.g., Zapier, n8n, or native APIs)
Strong GTM fundamentals: pipeline stages and movement, forecasting, funnel conversion, attribution, and how data should flow across marketing, sales, and CS
Analytical rigor. You're comfortable building capacity models, comp plans, and board-ready metrics, and turning data into a clear recommendation
Clear communication with executives and frontline reps alike, and the judgment to say no to work that doesn't matter
High agency and REAL traits: Resilient, Empathetic, Accountable, and Low-Ego
Nice to have
GTM experience in financial services, wealth management, or professional services
SQL or light scripting skills
Experience implementing CPQ, contract, or billing workflows
Why you'll love working here
Work directly with our Head of Revenue with line of sight into the entire leadership team
Build RevOps the AI-native way, with the freedom to choose and create the tools you use
Help define a new category in wealth transfer at a fast-paced, venture-backed company
Compensation
The base salary range for this role is $160k - $180k plus equity and eligibility for a performance-based bonus. Final pay depends on factors such as job-related knowledge, skills, and experience.
100% employee health insurance coverage and 50% dependent coverage
Monthly wellness, commuter, and education stipends
4 weeks of PTO
401(k)
Parental leave
NYC office near Bryant Park, where much of the team works 3+ days a week
Skills Required
- 4-7 years of experience in Revenue Operations, Sales Operations, or GTM Systems at a B2B SaaS company
- Experience building RevOps functions, systems, or tools from scratch
- Advanced hands-on experience with AI platforms, especially Claude, for automation, agents, or workflows
- Deep HubSpot expertise, including workflows, lifecycle stages, custom objects and properties, lead routing, and reporting
- Hands-on experience with Gong, Clay, and enrichment, automation, or integration tools
- Strong understanding of pipeline stages, forecasting, funnel conversion, attribution, and GTM data flows
- Experience building capacity models, compensation plans, and board-ready metrics
- Clear communication with executives and frontline representatives
- Experience in financial services, wealth management, or professional services
- SQL or light scripting skills
- Experience implementing CPQ, contract, or billing workflows
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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