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Salary: USD 100,000 - 120,000 / annual
Luminary is an AI-native platform transforming wealth transfer and estate planning by converting complex documents into structured data that powers agent-driven workflows for tax and wealth services. The company serves top wealth managers, national tax advisory practices, and Am Law 100 firms, with backing from leading VCs and family offices.
As Implementation & Support Specialist, you will own the hands-on execution of customer onboarding and day-to-day support as Luminary scales. You'll be the primary point of contact during implementation—configuring tenant environments, delivering training, troubleshooting issues, and ensuring smooth go-lives. Post-launch, you'll serve as the first line of support, resolving inbound requests and escalating complex issues to product, engineering, or Customer Success as needed.
You'll work closely with Customer Success Managers who own strategic relationships, while you drive tactical execution and product expertise. Key responsibilities include: executing new client onboarding workflows (setup, configuration, alignment calls, training); building and maintaining deep platform expertise to support non-technical users; continuously improving onboarding playbooks and support documentation; and surfacing recurring themes from customer interactions to inform product roadmap decisions.
Ideal candidates have 2-4 years in wealth management or customer-facing onboarding/implementation/support roles in B2B fintech SaaS. You're detail-oriented, highly responsive, and process-driven—defaulting to documentation and systematization. You combine high agency and proactivity with strong judgment about when to solve independently versus escalate. You're resilient, empathetic, accountable, and low-ego.
This role offers early exposure to customers and product at a fast-growing, well-funded company defining a new category in wealth transfer technology. You'll work alongside co-founders with deep industry and tech expertise in a collaborative, fast-paced environment shipping based on customer learnings.
