Implementation & Support Specialist @Luminary

Overview

As an Implementation & Support Specialist at Luminary, you will manage the onboarding process for new customers and provide ongoing support as the company scales. You will serve as the primary contact for customers, ensuring a seamless onboarding experience and offering hands-on training and support.

Key Responsibilities

• Oversee new client onboarding, including tenant setup, training delivery, and hands-on support.
• Act as a product expert, addressing support requests directly and escalating issues as necessary.
• Improve onboarding and support documentation, including Luminary Academy content.
• Identify recurring themes in customer interactions to inform product development.

Requirements

• 2-4 years of experience in wealth management or a customer-facing onboarding/implementation/support role in B2B fintech SaaS.
• Ability to build platform expertise and translate it into effective training for non-technical users.
• Strong process orientation with a focus on documentation and improvement.
• Detail-oriented and responsive, with good judgment about when to act independently.
• Proactive, action-oriented, and embodying qualities of resilience, empathy, accountability, and low ego.

Benefits

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

Location

United States (Remote)

How to Apply

Interested candidates can apply through Luminary's career page.

Deadline

No specific deadline mentioned.