This role is a strong fit for someone who enjoys conducting discovery to understand customers’ specific goals and needs, and applying their deep product expertise to deliver a bespoke, clear onboarding experience for each customer. This role offers significant early exposure to customers and product at a fast-growing company.
What you'll do
Own the day-to-day execution of new client onboarding — tenant setup and configuration, joining alignment calls, training delivery, and hands-on support through go-live
Serve as a product expert for our customers, resolving inbound support requests directly and escalating to product, engineering, or the Customer Success team as needed
Execute and continuously improve our onboarding and support playbooks, Luminary Academy content, and supporting documentation
Surface recurring themes from onboarding and support interactions to inform our product roadmap
Qualities we'd be excited to see
2-4 years of experience in either wealth management or in a customer-facing onboarding/ implementation/support role in B2B fintech SaaS
Comfort building deep platform expertise and translating it into clear, confident training and support for non-technical users
Strong process orientation — you default to documenting, systematizing, and improving how things get done
Detail-oriented and highly responsive, with the judgment to know when to solve something yourself versus loop in the right teammate
High agency, proactive, and action-oriented
REAL — Resilient, Empathetic, Accountable, and Low-Ego
Why you’ll love working here
Represent a leading-edge vertical AI application defining a new product category that will transform an industry
Work alongside our co-founders — industry and tech leaders with decades of experience
Join a Customer Success team that collaborates on strategy, commercial assets, and execution
Thrive in a fast-paced environment where we're constantly shipping based on customer learnings
Luminary is a one-of-a-kind opportunity for massive impact at profitable scale — and a ton of fun along the way.
The salary range for this role is $100,000-$120,000. This role is eligible for a performance-based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.
Benefits we offer
We believe that happy, healthy employees will do their best work.
👩🏻⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
🏖️ 4 weeks PTO
🍼 12-week parental leave
🛥️ 401(k) plan
🧘🏽♀️ Monthly wellness and commuter stipend
📚 Annual learning & development stipend
🏢 NYC office where much of the team works 3+ days a week
