Customer Success Manager

Luminary

Customer Success Manager at Luminary driving platform engagement with clients to meet philanthropic goals. Partnering closely with customers and teams to ensure mutual success and growth.

Posted 7/10/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $165,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and grow a book of business, owning renewals and expansion
Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts
Develop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support
Partner closely with product and engineering to shape roadmap initiatives with customer insights

Requirements

What you’ll need

5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech
Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledge
Strong project management skills that connect tactical work to strategic outcomes
The ability to dig into data to find trends and insights that can be translated into customer success
High agency, proactive, and action-oriented
REAL — Resilient, Empathetic, Accountable, and Low-Ego

Benefits

Comp & perks

100% employee health insurance coverage (plus 50% dependent coverage)
Monthly wellness, commuter, and educational stipends
4 weeks PTO
401(k) plan
Parental leave policy
NYC office where much of the team works 3+ days a week

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

ResilienceEmpathyAccountabilityLow-Ego