Account Executive

About the role

Join Luminary as an Account Executive and help shape the future of private client services. This role involves building relationships with expert users in wealth transfer strategies to open new customer accounts. You will be instrumental in expanding our product's reach and defining a new industry standard.

Key facts

What you'll do

• Increase company revenue by securing new customer accounts.
• Manage the entire sales cycle, from initial pipeline generation to closing deals, using discovery questions and product demonstrations.
• Act as the primary contact for customers, building strong relationships and solving their challenges.
• Understand customer needs deeply to refine our messaging and create urgency for purchases.
• Share customer insights with the R&D team to guide product development.
• Collaborate with marketing to create materials that explain Luminary's value to clients.

Requirements

• 8-12 years of combined experience in B2B software sales and wealth management.
• History of meeting annual quotas of $1 million and closing deals with annual contract values over $50,000.
• Experience navigating complex, multi-stakeholder sales processes with long cycles.
• Excellent communication skills and a history of attracting early adopters to new platforms.
• Comfortable working within a complex and regulated industry.
• Highly proactive, an effective problem-solver, and results-oriented.
• Capable of independently developing strategies to achieve objectives.
• Embodies resilience, empathy, accountability, and a low-ego approach.

Practical notes

• Benefits include 100% employee health insurance coverage (plus 50% for dependents), a monthly wellness stipend, PTO, 401(k) plan, and parental leave.
• The NYC office is a central hub where many team members work 3+ days a week.