Customer Success Manager

Luminary•New York, NY

2d•$130,000 - $165,000•Hybrid

About The Position

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. 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.

Requirements

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

Responsibilities

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