Customer Success Manager

Luminary

2 months ago

4.9 on Glassdoor

New York, NY

Hybrid

Full Time

Manager

12 applicants

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About this role

A Customer Success Manager at Luminary is responsible for building and nurturing relationships with clients in the wealth management space to enhance their experience with Luminary's AI-powered estate planning platform. This role involves managing the customer lifecycle from onboarding to renewals and upsells, communicating customer needs to cross-functional teams, and developing mutual success plans to ensure client satisfaction and engagement. Candidates should have a solid understanding of the wealth management industry and strong project management skills to drive platform adoption and expansion.

Skills

About Luminary

www.withluminary.com

Luminary is an innovative AI-driven software platform designed to enhance trust and estate planning processes for financial advisors and their clients. By transforming static documents into organized digital records, Luminary streamlines complex workflows such as visualization, what-if analyses, and reporting, enabling advisors to deliver personalized solutions efficiently. The platform supports collaboration among legal, tax, and investment professionals, offering robust tools for both insights and outcomes, while maintaining the highest security standards. Luminary empowers wealth management practices to deepen client relationships and scale their operations effectively.