Account Executive

Luminary

$140K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-12 years in B2B software sales with wealth management experience
  • Experience with annual quotas of $1 million and contracts of $50,000+
  • Proficient in managing complex, multi-stakeholder sales cycles
  • Polished communicator with a history of onboarding early adopters
  • Comfortable navigating complex and regulated environments
  • Highly autonomous and capable of independently achieving objectives
  • Demonstrates resilience, empathy, accountability, and low-ego approach

Responsibilities

  • Grow top-line revenue by acquiring new customer accounts
  • Manage the end-to-end sales process from lead generation to closing
  • Represent Luminary as a trusted face to customers and stakeholders
  • Understand and articulate customer success criteria to enhance messaging
  • Relay customer insights to R&D to inform product development
  • Collaborate with marketing to create compelling customer-focused content

Benefits

  • 100% coverage for employee health insurance (50% for dependents)
  • Monthly wellness stipend for health and well-being
  • Generous paid time off (PTO) policy
  • 401(k) retirement savings plan
  • Comprehensive parental leave policy
  • Convenient NYC office, promoting in-person collaboration 3+ days a week
Full Job Description
The Opportunity

As an Account Executive at Luminary, you will be growing much more than product revenue. You will be laying the foundation a nascent industry that will define the future of private client services.

You will open new customer accounts by developing deep and trusting relationships with end users who have technical expertise in wealth transfer strategies. In doing so, you will build on the momentum we are seeing in response to our product. Achieving sales goals will require strong skills in communication, pipeline management, and leveraging team assets.

Candidates must be excited by the prospect of interacting with multiple layers of a customer organization, including executives, end users of the product, and operations staff. You will act as the voice of the customer and will need to be a dynamic communicator who can distill marketplace insights to internal stakeholders.

This role offers unmatched upward mobility for low-ego high performers. You will report to the Head of Revenue.

What you'll do
  • Grow top-line revenue by closing new customer logos
  • Drive an end-to-end sales process from pipeline creation to close, leaning heavily into discovery questions and product demos as tools
  • Become the face of Luminary to the customer and build deep relationships with stakeholders as a problem solver
  • Deeply understand customer success criteria and up-level our current messaging to increase effectiveness and drive buying urgency
  • Communicate customer feedback to help our R&D team better address market needs
  • Partner with marketing to create content that can be leveraged to articulate the value of Luminary to new and existing customers

Qualities we'd be excited to see in an applicant
  • You have 8-12 years of experience, with a mixture of B2B software sales and wealth management experience
  • You've had annual quotas of $1m and annual contract values of $50k+
  • You have experience with complex, multi-stakeholder long sales cycles
  • You are a polished communicator who has a track record of bringing on early adopters to a new platform
  • You have experience and are comfortable working in a complex and regulated industry
  • You operate with high levels of agency, excellent problem solver, and action-oriented
  • You can be given an objective and independently develop ways to achieve it
  • You are REAL - Resilient, Empathetic, Accountable, and Low-Ego


Benefits we offer

We believe firmly that happy, healthy employees will do their best work.
  • 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


Compensation
  • Base salary range of $140-180k with an OTE range of $280-360k, plus meaningful equity.
  • Uncapped commission - you will be eligible to earn unlimited commission based on sales performance.
  • Actual compensation package is dependent upon many factors such as experience and skillset.

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