Account Executive

LuminaryNew York, NY
$280,000 - $360,000Hybrid

About The Position

As an Account Executive at Luminary, you will be growing much more than product revenue. You will be laying the foundation a nascent industry that will define the future of private client services. You will open new customer accounts by developing deep and trusting relationships with end users who have technical expertise in wealth transfer strategies. In doing so, you will build on the momentum we are seeing in response to our product. Achieving sales goals will require strong skills in communication, pipeline management, and leveraging team assets. Candidates must be excited by the prospect of interacting with multiple layers of a customer organization, including executives, end users of the product, and operations staff. You will act as the voice of the customer and will need to be a dynamic communicator who can distill marketplace insights to internal stakeholders. This role offers unmatched upward mobility for low-ego high performers. You will report to the Head of Revenue.

Requirements

  • 8-12 years of experience, with a mixture of B2B software sales and wealth management experience
  • Had annual quotas of $1m and annual contract values of $50k+
  • Experience with complex, multi-stakeholder long sales cycles
  • Polished communicator who has a track record of bringing on early adopters to a new platform
  • Experience and comfortable working in a complex and regulated industry
  • Operate with high levels of agency, excellent problem solver, and action-oriented
  • Can be given an objective and independently develop ways to achieve it
  • REAL - Resilient, Empathetic, Accountable, and Low-Ego

Responsibilities

  • Grow top-line revenue by closing new customer logos
  • Drive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools
  • Become the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver
  • Deeply understand customer success criteria and up-level our current messaging to increase effectiveness and drive buying urgency
  • Communicate customer feedback to help our R&D team better address market needs
  • Partner with marketing to create content that can be leveraged to articulate the value of Luminary to new and existing customers

Benefits

  • 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
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