---
title: 'Customer Success Manager at Luminary'
canonical: 'https://feeny.ai/job/customer-success-manager-luminary-new-york-15hk8m1c1p3q'
type: 'job'
last_seen: '2026-09-07'
---

# Customer Success Manager at Luminary

- **Company:** Luminary
- **Location:** New York, NY
- **Compensation:** $130k–$165k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-10
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/luminary/6c5e67a8-6f65-43ca-895e-c3b3139d1f76

## Job description

## About Luminary

Luminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.

$90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive.

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.

Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.

Luminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices.

The Opportunity

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

Qualities 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 tech
- Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledge
- 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

## 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 CEO and co-founders — industry and tech leaders with decades of experience
- Join a GTM 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.

## 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

We believe firmly that happy, healthy employees will do their best work.

- 👩🏻‍⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
- 🧘🏽‍♀️ Monthly wellness, commuter, and educational stipends
- 🏖️ 4 weeks PTO
- 🛥️ 401(k) plan
- 🍼 Parental leave policy
- 🏢 NYC office where much of the team works 3+ days a week

## About Luminary

## Company Overview
- **One-liner**: Luminary provides domain-specific AI software for wealth transfer and estate planning, enabling advisors to digitize trust documents, model scenarios, and collaborate in one platform.
- **Entity Type**: Private (Seed/Venture stage; total funding $9.5M)
- **Headquarters**: New York, New York, USA
- **Founded**: 2022
- **Founders**: David Barnard (CEO) and Joe Lonsdale (Chair)

## Core Business
- **Primary industry/industries**: Fintech, wealth management technology, legal tech, AI for estate planning
- **Target customers**: B2B – wealth advisors, family offices, trust companies, estate planning attorneys, CPAs, and enterprise financial institutions
- **Mission or purpose**: “Powering the meaning in money” – to help customers unlock the value in their clients’ wealth transfer goals through transparent, efficient, and AI-driven planning tools

## Products & Services
- **Luminary AI**: An AI co-pilot that ingests trust and estate documents, extracts structured data with over 90% accuracy, and generates summaries, structured records, and dynamic modeling.
- **Estate Plan Visualization**: Dynamic waterfalls and flowcharts that map beneficiary outcomes and asset distribution, with scenario comparisons.
- **Tax & Exemption Modeling**: Automated state and federal estate tax calculations, growth and longevity projections, and tax alpha tracking.
- **Collaboration Platform**: Role-based permissions and integrations with portfolio reporting software, enabling advisors, attorneys, and tax professionals to work from a single source of truth.
- **Enterprise Security**: SOC 2 Type II certified, AES 256-bit encryption, regular penetration testing.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total Funding $9.5M (as of April 2024); Annual Revenue ~$130K (early stage per LinkedIn estimates)
- **Notable Investors/Partners**: 8VC, Rockefeller Capital Management, and other family offices; leadership includes Joe Lonsdale (co-founder of Palantir and Addepar)
- **Growth Signals**: Headcount growth of ~30% year-over-year (24 employees as of mid-2025); SOC 2 Type II certification; multiple job postings for product and engineering roles; “trusted by industry leaders” according to website

## Competitive Advantages
- **Domain-specific AI fine-tuned for complex estate planning documents** – proprietary algorithms and human-in-the-loop interfaces achieve >90% extraction accuracy.
- **End-to-end workflow** – from document digitization to scenario modeling to collaboration, replacing fragmented manual processes.
- **Security and compliance** – enterprise-grade SOC 2 Type II certified, built for regulated financial institutions.
- **Founder expertise** – CEO David Barnard led $100B+ in wealth assets at AllianceBernstein; Chair Joe Lonsdale is a serial entrepreneur in fintech and data analytics.

## Strategic Focus
- **Scaling AI capabilities** – continue refining document intelligence and expanding automated modeling features.
- **Deepening enterprise integrations** – with CRM, portfolio, and compliance systems to embed Luminary into advisor workflows.
- **Expanding into family offices and professional services** – targeting multi-generational wealth transfer and institutional advisory firms.
- **Product-led growth** – reducing client case preparation time by up to 80% and enabling advisors to serve more clients with less effort.

## Why Work Here
- **Mission-driven impact** – directly shape how trillions in wealth are transferred efficiently and transparently.
- **Hybrid workspace** – HQ in New York, NY; employees work a combination of remote and on-site (in-office expectations likely from job postings).
- **Early-stage agility** – small team (~24 people) with 13 in product + tech; opportunity to own significant projects and influence product direction.
- **Culture values** – “Be REAL” (Resilient, Empathetic, Accountable, Low-ego), “Sprint towards discovery,” and “Go further together.”
- **Perks** – competitive compensation, equity, and the chance to work with an experienced leadership team and top-tier investors.

## Sources
1. [withluminary.com - Company page](https://www.withluminary.com/company)
2. [withluminary.com - Homepage](https://www.withluminary.com/)
3. [builtin.com - Luminary company overview](https://builtin.com/company/luminary)
4. [LinkedIn - Luminary company page](https://www.linkedin.com/company/withluminary)

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