Luminary
The Account Executive at Luminary will drive revenue growth by opening new customer accounts and building relationships with stakeholders in the wealth transfer services industry. This role involves managing the end-to-end sales process, from pipeline creation to closing deals, while acting as the voice of the customer to internal teams. The position requires strong communication skills and the ability to navigate complex, multi-stakeholder sales cycles in a regulated environment.
Headquarters
New York, New York, United States
Discover Luminary AI's cutting-edge estate planning software, powered by AI technology to seamlessly transform documents into dynamic digital records in minutes. Streamline visualization, what-if analysis, and reporting processes, to efficiently deliver personalized and powerful family office client solutions.Instantly summarize uploaded documents and convert information into digital records for ongoing modeling and reporting.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Luminary.
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