Luminary Labs

Customer Success Manager

New York, NY

Sponsorship not specified$130k-$165kDetected 11 days ago

Project ManagementTaxCustomer SuccessLeadership

About the role

As a Customer Success Manager at Luminary, you play a key role in engaging & expanding our customer base, as we continue to rapidly scale.
This role offers significant exposure to leadership and rapid growth for ambitious, low-ego individuals.

Manage and grow a book of business, owning renewals and expansion
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
Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys - deeply curious about building domain knowledge

Candidates must be excited by working across multiple layers at customer firms - executives, operations and end users - to drive platform engagement and success.

5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech
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
Represent a leading-edge vertical AI application defining a new product category that will transform an industry
Work alongside our CEO and co-founders - industry and tech leaders with decades of experience
Thrive in a fast-paced environment where we're constantly shipping based on customer learnings

The salary range for this role is $130,000 to $165,000. This role is eligible for a performance-based bonus, commissions, and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts

This listing is sourced directly from Luminary Labs's careers page and normalized into a canonical job model.