Implementation & Support Specialist @Luminary

Overview

As an Implementation & Support Specialist at Luminary, the role involves managing the onboarding process for new customers and providing ongoing support, ensuring a seamless experience while scaling the platform.

Key Responsibilities

• Oversee the day-to-day tasks of new client onboarding, including tenant setup, alignment calls, training delivery, and hands-on support during go-live.
• Act as a product expert for customers, addressing support requests directly and escalating issues to the appropriate teams as necessary.
• Enhance onboarding and support playbooks and documentation to improve processes continually.
• Identify recurring themes in onboarding and support interactions to inform product development.

Requirements

• 2-4 years of experience in wealth management or a customer-facing role in B2B fintech SaaS.
• Ability to build platform expertise and deliver clear training and support to non-technical users.
• Strong process orientation with a focus on documentation and improvement.
• Detail-oriented and responsive, with sound judgment on problem-solving.
• Proactive and action-oriented individual with a high sense of agency.
• Qualities of resilience, empathy, accountability, and low ego.

Benefits

• 100% employee health insurance coverage (plus 50% for dependents).
• Monthly wellness and commuter stipend.
• 4 weeks PTO.
• 401(k) plan.
• 12-week parental leave.

Location

This role is primarily remote, with potential collaboration in the NYC office where much of the team works 3+ days a week.

How to Apply

Interested candidates should apply directly through the provided application link.

Deadline

No specific deadline mentioned.