Customer Success Manager

Customer Success ManagerLuminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals. 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.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.What you'll do:Manage and grow a book of business, owning renewals and expansionOnboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rolloutsDevelop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing supportPartner closely with product and engineering to shape roadmap initiatives with customer insightsQualities we're excited to see:5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth techFamiliarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledgeStrong project management skills that connect tactical work to strategic outcomesThe ability to dig into data to find trends and insights that can be translated into customer successHigh agency, proactive, and action-orientedREAL — Resilient, Empathetic, Accountable, and Low-EgoWhy you'll love working here:Represent a leading-edge vertical AI application defining a new product category that will transform an industryWork alongside our CEO and co-founders — industry and tech leaders with decades of experienceJoin a GTM team that collaborates on strategy, commercial assets, and executionThrive in a fast-paced environment where we're constantly shipping based on customer learningsLuminary is a one-of-a-kind opportunity for massive impact at profitable scale — and a ton of fun along the way.Compensation: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.Benefits we offer:100% employee health insurance coverage (plus 50% dependent coverage)Monthly wellness, commuter, and educational stipends4 weeks PTO401(k) planParental leave policyNYC office where much of the team works 3+ days a week