{"id":477539,"url":"https://alion.io/job/luminary-fm-customer-success-manager","title":"Customer Success Manager","company":{"id":36997,"name":"Luminary","domain":"luminary.fm","url":"https://alion.io/company/luminary-fm","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":130000,"max":165000,"currency":"USD","period":"year","gross":null,"usd_annual":165000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-10T18:06:36Z","employer_posted_date":"2026-07-10","last_verified_at":"2026-10-25T11:26:20Z","board_verified":true,"closed_at":null,"days_open":106,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":106},"description":"About Luminary\nLuminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.\n$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.\nLuminary 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.\nOur 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.\nLuminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices.\nThe Opportunity\nAs a Customer Success Manager at Luminary, you play a key role in engaging & expanding our customer base, as we continue to rapidly scale.\nYou 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.\nCandidates 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.\nWhat you'll do\nManage and grow a book of business, owning renewals and expansion\n\nOnboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts\n\nDevelop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support\n\nPartner closely with product and engineering to shape roadmap initiatives with customer insights\n\nQualities we're excited to see:\n5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech\n\nFamiliarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys - deeply curious about building domain knowledge\n\nStrong project management skills that connect tactical work to strategic outcomes\n\nThe ability to dig into data to find trends and insights that can be translated into customer success\n\nHigh agency, proactive, and action-oriented\n\nREAL - Resilient, Empathetic, Accountable, and Low-Ego\n\nWhy you’ll love working here\nRepresent a leading-edge vertical AI application defining a new product category that will transform an industry\n\nWork alongside our CEO and co-founders - industry and tech leaders with decades of experience\n\nJoin a GTM team that collaborates on strategy, commercial assets, and execution\n\nThrive in a fast-paced environment where we're constantly shipping based on customer learnings\n\nLuminary is a one-of-a-kind opportunity for massive impact at profitable scale - and a ton of fun along the way.\n\nCompensation\nThe 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.\nBenefits we offer\nWe believe firmly that happy, healthy employees will do their best work.\n100% employee health insurance coverage (plus 50% dependent coverage)\n\nMonthly wellness, commuter, and educational stipends\n\n4 weeks PTO\n\n401(k) plan\n\nParental leave policy\n\nNYC office where much of the team works 3+ days a week","description_format":"text","description_chars":3779,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Health insurance","Insurance coverage","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-06T15:23:40Z"}],"visa":[],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.372,"p_room":0.28,"age_days":106,"expected_fill_days":27,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-25T05:49:26Z"},"pay":{"stated_usd_annual":165000,"is_top_pay":true},"html_url":"https://alion.io/job/luminary-fm-customer-success-manager","json_url":"https://alion.io/job/luminary-fm-customer-success-manager.json","meta":{"generated_at":"2026-10-25T11:27:50Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16586,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":36997},"rest":"https://alion.io/mcp/rest/get_company?id=36997"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fluminary-fm-customer-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fluminary-fm-customer-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fluminary-fm-customer-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/luminary-fm-customer-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fluminary-fm-customer-success-manager"}]}