Account Executive

Luminary

Account Executive at Luminary responsible for growing revenue and building customer relationships in wealth transfer services. Engaging with multiple layers of customer organizations.

Posted 8/2/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $140,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B Software Sales and Wealth Management, with a proven ability to drive revenue growth through effective relationship building and communication. Skilled in managing complex sales cycles and collaborating with stakeholders to enhance customer success.

Highest-signal resume keywords

B2B Software SalesWealth Management ExperienceComplex Sales CyclesCustomer Relationship ManagementPolished Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Revenue GrowthPipeline CreationSales Process ManagementCustomer Success CriteriaMarket Needs Analysis

Soft Skills

Problem SolvingAction-OrientedResilienceEmpathyAccountability

Industry Keywords

Regulated IndustryStakeholder EngagementEarly AdoptersAnnual QuotasContract Values

About the role

Key responsibilities & impact

Grow top-line revenue by closing new customer logos
Drive an end-to-end sales process from pipeline creation to close
Become the face of Luminary to the customer and build deep relationships with stakeholders
Deeply understand customer success criteria and enhance current messaging
Communicate customer feedback to R&D to better address market needs
Partner with marketing to create content to articulate Luminary's value

Requirements

What you’ll need

8-12 years of experience, with a mixture of B2B software sales and wealth management experience
Annual quotas of $1m and annual contract values of $50k+
Experience with complex, multi-stakeholder long sales cycles
Polished communicator with a track record of bringing on early adopters
Comfortable working in a complex and regulated industry
Operate with high levels of agency, excellent problem solver, and action-oriented
Ability to develop ways to achieve objectives independently
Real - Resilient, Empathetic, Accountable, and Low-Ego

Benefits

Comp & perks

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