Customer Success Manager
LuminaryEstate Planning company
New York, United StatesMid
8VC
Fin Capital
Focus Financial Partners
Rockefeller Asset Management Technology Ventures Group
Sales & Account Management
About the role
TL;DR
Partner with customers to transform their business with Luminary.
- •As a Customer Success Manager at Luminary, you will build and engage the customer base.
- •You will partner with customers to transform their business with Luminary, creating loyal champions.
- •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.
- •Requirements 5-8 years of experience, with at least 3 years in wealth management or as a CSM in B2B SaaS Understanding of the wealth management space or experience working with RIAs, family offices, or trust and estate attorneys Strong project management skills that align tactical work with strategic outcomes
Required skills
Customer SuccessProject Management
Domain expertise
fintech
