Luminary
Customer Success Manager
$130K–$165K
New York, NY · Hybrid · Manager · Full-time · Posted Jul 10, 2026
- Experience
- 5–8 years of experience, including at least 3 years as a CSM in B2B SaaS.
About the job
Manages customer relationships and the full customer lifecycle, driving onboarding, engagement, renewals, expansion, and advocacy for Luminary’s platform.
What you'll do
- Manage and grow a book of business, owning renewals and expansion.
- Onboard customers with success plans and milestones; provide training and ongoing support.
- Partner with product and engineering to shape roadmap initiatives using customer insights.
What they ask for
- At least 3 years as a CSM in B2B SaaS.
- Strong project management skills connecting tactical work to strategic outcomes.
- Ability to analyze data and translate trends into customer success.
- Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys; willingness to build domain knowledge.
Nice to have
- Experience in wealth management or wealth tech.
Pay
$130,000 to $165,000 USD base salary
AI focus
Supports customers using Luminary’s vertical AI application for wealth transfer services.
Model-written summary · the original posting is authoritative