Luminary
Implementation & Support Specialist
$100K–$120K
New York, NY · Hybrid · Full-time · Posted Sep 9, 2026
- Experience
- 2–4 years; experience in wealth management or a customer-facing onboarding/implementation/support role in B2B fintech SaaS.
About the job
Own customer onboarding and day-to-day product support, including platform configuration, training, troubleshooting, and improving support materials and processes.
What you'll do
- Configure customer tenants, lead onboarding activities, deliver training, and support customers through go-live.
- Resolve customer support requests and escalate issues to product, engineering, or Customer Success as appropriate.
- Improve onboarding playbooks, training content, and documentation, and share recurring customer feedback to inform the product roadmap.
What they ask for
- 2–4 years of experience in wealth management or in a customer-facing B2B fintech SaaS onboarding, implementation, or support role.
- Ability to build platform expertise and provide clear training and support to non-technical users.
- Strong process orientation, attention to detail, responsiveness, and judgment in resolving or escalating issues.
Pay
$100,000-$120,000 USD base salary
AI focus
The company describes its product as an AI-native system for wealth transfer, but the posting does not specify AI work for this role.
Model-written summary · the original posting is authoritative