Customer Success Manager

Luminary
New York
Workplace: OnsiteFull timeUSD 100,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 5-8 yearsSkills: ["Communication","Problem-solving","Project management","Empathy","Relationship building"]

Customer Success Manager at Luminary drives adoption and expansion across a growing enterprise customer base in wealth management. You’ll own end-to-end lifecycle from onboarding to renewals, partner with Sales, Marketing, and Product, and develop mutual success plans while building platform knowledge to ensure customer protection, advocacy, and long-term value.

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FursaFursa
Luminary
Luminary
7 months ago

Customer Success Manager

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Last checked: 8 hours agoStatus: Live

Job Summary

Customer Success Manager at Luminary drives adoption and expansion across a growing enterprise customer base in wealth management. You’ll own end-to-end lifecycle from onboarding to renewals, partner with Sales, Marketing, and Product, and develop mutual success plans while building platform knowledge to ensure customer protection, advocacy, and long-term value.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •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
  • •Collaborate across functions to ensure platform adoption and expansion across customer accounts

Pay and Benefits

Salary: USD 100,000 - 150,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kParential LeaveWellness StipendCommuter BenefitsEducational Stipend

Key Requirements

  • •5-8 years of experience with at least 3 years in wealth management or as a CSM in B2B SaaS
  • •Strong understanding of the wealth management space or experience with RIAs, family offices, or trust and estate attorneys
  • •Strong project management skills that align tactical work with strategic outcomes
  • •Enjoy digging into data to find trends and insights to advocate for customers
  • •Proactive, high-agency, and problem-solving mindset
Experience:5-8 yearsWealth managementB2B SaaSEnterprise software
Skills:CommunicationProblem-solvingProject managementEmpathyRelationship building

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