Customer Success Manager (Wealth Tech)

About the role

Luminary is building an AI‑native platform that modernises wealth transfer and estate planning for high‑net‑worth clients. As a Customer Success Manager you will partner with top wealth managers, tax advisors and law firms to drive adoption, renewals and expansion of the platform.

Key responsibilities

• Own a portfolio of enterprise customers, managing the full lifecycle from onboarding to renewal and upsell.
• Develop and execute success plans with clear milestones to ensure customers achieve their wealth‑transfer goals.
• Provide training, ongoing support and data‑driven insights to increase platform engagement.
• Collaborate with product and engineering teams, feeding customer feedback into roadmap decisions.
• Analyse usage data to identify trends, risks and growth opportunities.

Required profile

• 5‑8 years of professional experience, including at least 3 years as a Customer Success Manager in B2B SaaS.
• Strong familiarity with wealth‑management, RIAs, family offices or trust and estate practice.
• Excellent project‑management skills that link tactical work to strategic outcomes.
• Data‑analysis mindset – able to surface insights and translate them into actionable recommendations.
• High agency, proactive attitude and low‑ego collaboration style.

Required skills

What we offer

• Opportunity to shape a new AI‑driven product category in wealth tech.
• Close interaction with the CEO, co‑founders and senior leadership.
• Dynamic go‑to‑market team focused on rapid growth and innovation.