Account Executive

Luminary
New York
Workplace: HybridFull timeUSD 140,000 - 180,000 annuallyFunction: SalesExperience: 8-12 yearsSkills: ["Communication","Pipeline management","Relationship building","Problem-solving","Resilience"]

Own the end-to-end sales motion for a vertical, AI-native wealth transfer platform—opening new customer accounts, closing new logos, and driving discovery-to-close using pipeline creation, demos, and stakeholder engagement. Build deep relationships across executives, end users, and operations; refine messaging based on customer success criteria and translate feedback to the R&D team while partnering with marketing on GTM content. Report to the Head of Revenue.

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FursaFursa
Luminary
Luminary
2 weeks ago

Account Executive

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own the end-to-end sales motion for a vertical, AI-native wealth transfer platform—opening new customer accounts, closing new logos, and driving discovery-to-close using pipeline creation, demos, and stakeholder engagement. Build deep relationships across executives, end users, and operations; refine messaging based on customer success criteria and translate feedback to the R&D team while partnering with marketing on GTM content. Report to the Head of Revenue.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Grow top-line revenue by closing new customer logos.
  • •Run an end-to-end sales process from pipeline creation to close using discovery questions and product demos.
  • •Build deep customer relationships and become the voice of the customer as a problem solver.
  • •Understand customer success criteria and up-level messaging to increase effectiveness and buying urgency.
  • •Communicate customer feedback to R&D and partner with marketing on sales-enabling content.

Pay and Benefits

Salary: USD 140,000 - 180,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceWellness StipendPaid Leave401kParental Leave

Key Requirements

  • •8-12 years of experience with a mixture of B2B software sales and wealth management experience.
  • •Annual quotas of $1m and annual contract values of $50k+.
  • •Experience with complex, multi-stakeholder long sales cycles.
  • •Experience and comfort working in a complex and regulated industry.
  • •Track record as a polished communicator bringing on early adopters to a new platform.
Experience:8-12 yearsB2B software salesWealth managementWealth transferAIRegulated industry
Skills:CommunicationPipeline managementRelationship buildingProblem-solvingResilience

Company Brief

Luminary
Luminary provides an AI-powered platform that digitizes trust and estate documents, creates structured records, visualizations, and what-if analyses to help wealth managers, family offices, and professional advisors streamline estate planning. ([withluminary.com](https://www.withluminary.com/))
Industry: Wealth Management
Company Size: Small (11 to 50 employees)
Growth: Early Stage Startup
Funding: Seed
Headquarters: New York, United States. ([linkedin.com](https://www.linkedin.com/company/withluminary))
Founded: 2022
WebsiteLinkedIn