Account Executive
LuminaryEstate Planning company
New York, United States$140K - $360KMid
8VC
Fin Capital
Focus Financial Partners
Rockefeller Asset Management Technology Ventures Group
Sales & Account Management
About the role
TL;DR
Drive revenue growth by closing new customer accounts in wealth transfer services.
- •As an Account Executive at Luminary, you will be laying the foundation for a nascent industry that will define the future of private client services.
- •You will open new customer accounts by developing deep and trusting relationships with end users who have technical expertise in wealth transfer strategies.
- •Key Responsibilities Grow top-line revenue by closing new customer logos.
- •Drive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools.
- •Become the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver.
- •Communicate customer feedback to help our R&D team better address market needs.
- •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.
- •Polished communicator with a track record of bringing on early adopters to a new platform.
- •Experience and comfort working in a complex and regulated industry.
Required skills
Account ManagementB2B SalesSalesforceHubSpotExcelPowerPointNegotiationPipeline Management
Nice-to-have skills
PythonJavaScriptSQLNode.jsReact
Domain expertise
fintech
Benefits & perks
100% employee health insurance coverage (plus 50% dependent coverage), Monthly wellness stipend, PTO, 401(k) plan, Parental leave policy, NYC office where much of the team works 3+ days a week
Tech stack
PythonJavaScriptSQLNode.jsReactAWSDockerKubernetesGitLinuxJiraConfluenceSalesforceHubSpotExcelPowerPoint