Commercial Jobs

company Spun out of Stanford and MIT, Stellaromics is an innovative biotech startup founded in 2022 and located in Boston, MA. Our pioneering proprietary technology helps researchers and clinicians create comprehensive cellular maps enhancing our understanding of various diseases, with our flagship product STARmap and upcoming Pyxa™ suite of products. We have a passionate management team and committed investors who believe in our patented technology and overall mission to profoundly advance biomedical research and accelerate the discovery of life-saving treatments. role Role Description We are seeking a dynamic and driven Regional Sales Manager based in Houston or Chicago to lead capital equipment sales, along with services and market development efforts. This role is pivotal in driving the adoption of Pyxa across academic, biotech, and pharmaceutical sectors. The ideal candidate has a proven track record in life science sales, expertise in complex capital sales cycles, and the ability to build strong relationships with key stakeholders. Key Responsibilities Sales & Market Development: Manage the full sales cycle, from prospecting to closing, with a focus on capital equipment. Identify and cultivate new business opportunities across academic, biotech, and pharmaceutical sectors. Conduct on-site meetings, demos, and presentations across the Pacific Northwest (>50% travel expected). Technical & Strategic Selling: Understand customer scientific projects and business needs to position Stellaromics’ solutions effectively. Leverage deep product knowledge to conduct sales presentations and support instrument and reagent sales. Develop and execute territory sales plans, using market insights and customer feedback to refine strategies. Cross-Functional Collaboration: Maintain strong communication with internal teams and external stakeholders, gathering customer insights to inform product development and innovation. Work closely with marketing, R&D, and field teams to enhance customer success and drive adoption. Creative Business Growth: Proactively explore new technology applications and expand market reach in an emerging field. Build relationships with core facilities and decision-makers to increase awareness and engagement. Professional Representation: Represent Stellaromics professionally, ethically, and responsibly, ensuring exceptional customer experiences and long-term partnerships. Qualifications 5+ years of life sciences sales experience, focused on capital equipment and fee-for-service sales. Prospecting mindset, with proven success in territory planning, pipeline management, and closing deals. Technical expertise in genomics, spatial biology, and/or imaging technologies. Experience selling to academic, biotech, and pharma customers, engaging with scientists, core facilities, and procurement teams. Proficiency in CRM and AI tools for sales operations and reporting. Strong presentation and communication skills for scientific demos and seminars. Ability to excel in a constantly changing, high-growth environment. 50%+ travel required across the West Region, to conferences and company HQ in Boston. Why Stellaromics? Innovative Technology: Be part of a company at the cutting edge of spatial biology and genomics, revolutionizing the way researchers understand biology. Impactful Role: You will have a significant impact on the department and the future of the company. Collaborative Environment: Work with a talented, passionate team in a culture that values creativity, innovation, and teamwork. Career Growth: As a high-growth company, we offer significant opportunities for professional development and career advancement. Compensation An attractive compensation and benefits package based on market pay data will be commensurate with candidate skills, qualifications, and experience. If you are interested in becoming part of a growing team energized by limitless possibilities, please submit your resume for consideration. To learn more about Stellaromics and our technology, please visit our website at www.stellaromics.com . Stellaromics is an Equal Opportunity Employer striving to build an inclusive and diverse workplace culture.

company About Soleno Therapeutics Inc Soleno is a biopharmaceutical company focused on the development and commercialization of novel therapeutics for the treatment of rare diseases based in Redwood City, CA. At Soleno, we are driven by the unique and multi-faceted needs of the PWS community. Like these individuals, resilience is part of who we are – it is in our chromosomes – and our team is made up of exceptional colleagues whose collective efforts are woven together to deliver meaningful outcomes, both professionally and for those living with PWS. We value collaboration, integrity, and respect. These characteristics have allowed us to forge strong, authentic bonds with the caregivers, patients, health care professionals (HCPs) and community members we serve. We are proud to work alongside them every step of the way. Our employees are our greatest asset, and we're expanding across functions during this pivotal time. We invite you to join us in making an impact—and making history. We all share the most important goal of bringing solutions to the PWS community. role Summary of Job (brief description) The Rare Disease Specialist role at Soleno will drive year two commercialization of DCCR and sales initiatives of Soleno’s leading product candidate, DCCR, for the treatment of Prader-Willi syndrome (PWS). You will engage with healthcare professionals at multiple points-of-call and be a familiar and compassionate resource to caregivers and families managing the complex challenges of PWS, building trust and long-term relationships while providing education on Soleno’s therapies. By understanding the unique physical, emotional, and psychological difficulties faced by PWS patients and their caregivers, you'll play a crucial role in supporting their care with empathy and dedication. Responsibilities Engage a well-defined pool of medical specialists to build market development, raise brand awareness, and execute a territory strategy/account plan with precision, ensuring product success through launch and beyond. Develop a territory strategy that is rooted in nurturing existing relationships and raising awareness. Conduct regular field visits to ensure effective communication and address any issues that arise. Engage providers and drive awareness across multiple healthcare specialists including pediatric endocrinology, adult endocrinology, psychiatry and primary care physicians that treat Prader Willi Syndrome. Work to ensure that new and existing patients are identified and enrolled in treatment programs. Segment clinics and identify key shareholders within target institutions. Build and maintain strong relationships with HCPs, office staff, caregivers, and families. Gather insights and conduct post-call analysis to refine tactics based on the unique territory challenges and dynamics of the rare disease market. Demonstrate a high level of emotional intelligence to adapt communication styles to fit the unique demands of HCPs and advocacy groups within the PWS community. Routinely monitor and report on territory-level market dynamics and trends, including prescriber opinion, competitive activity, and developments in the PWS landscape. Regularly report sales activities, performance metrics, and competitive insights to sales management. Proactively foster effective working relationships with internal/external stakeholders at Soleno Therapeutics and drive agreement/decisions from multiple parties. Collaborate across all commercial departments, including Patient Services, Medical Affairs, and others, ensuring alignment with external stakeholders in the rare disease space. Participate in the development of sales strategies to meet quarterly and annual targets by tailoring tactics to address specific territory challenges. Effectively prioritize and manage time, activities, and resources to engage with a network of healthcare professionals specializing in rare diseases. Ensure compliance with company policies and industry regulations during all sales activities. Maintain a positive and collaborative culture that aligns with the overall sales organization. Maintain up-to-date knowledge of PWS and the healthcare landscape to support customer needs. Qualifications Bachelor’s degree is required, advanced degree preferred. A background in nursing, social worker, nutrition (as a registered dietitian), or a related field with rare disease experience is a plus. At least 5-7 years of experience in the pharmaceutical industry with a proven track record in sales. Previous launch experience highly preferred. Prior experience in rare genetic disease or specialty sales is highly preferred. A drive to serve the PWS community and a demonstrated compassionate approach to patient care and provider awareness. Ability to work and thrive in a fast-paced, startup environment. Strong analytical, communication, and influence skills. Ability to travel 60% of the time. Compliance and regulatory training background preferred. Experience in pediatric endocrinology or diabetes highly preferred. Salary Range: $190,000-$215,00 (Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the location where this position may be filled.)

Hi, we're Nuts.com! Nuts.com is a self-funded, profitable, rapidly growing multi-channel DTC specialty food and wellness company with over 550 people on our team. We're changing the landscape of snacking on nuts, dried fruit, chocolate and more! We planted our roots in Newark, New Jersey during the Great Depression, selling premium nuts on Mulberry Street's open-air market. We've come quite a long way since then, taking our multi-generational family business online in 1999. Even after 97 years, we continue to pride ourselves in expertly sourcing the highest quality foods and treating our customers like family. What's our team like? We're driven, collaborative and entrepreneurial. Energy and passion power our business and we look for candidates who share in that excitement to help us continue to build something special. The role: As Product Manager of Retention, you will own the strategy, roadmap, and execution for how we keep and grow customers after the first order. This is one of the highest-leverage problems in the business: small, durable improvements in retention compound into outsized revenue, and you'll own the products, programs, and experiences that move it. This role sits at the intersection of customer experience, data, and lifecycle marketing. You'll work closely with Growth, CX, Merchandising, Data, Engineering, and Design to build experiences that bring customers back, deepen their relationship with the brand, and remove the friction and quality issues that cause them to lapse. You'll use AI effectively and thoughtfully, making sure the retention programs we build today get smarter as our customer base and channel mix evolve. How you'll make an impact: Own the retention product roadmap end to end — onboarding flows, replenishment and reorder, loyalty, win-back,subscription (Auto-Delivery) growth and experience, and post-purchase experiences — prioritizing the work that most durably improves cohort retention. Move the metric that matters. Own blended 12M LTV as your key metric, but break it down into faster feedback loop chunks, set defensible targets, and tie every initiative back to retention, repeat rate, and customer lifetime value. Use quantitative and qualitative data to find where lifecycle investment creates the most leverage. Pinpoint the moments and root causes that drive customers to lapse — including quality and experience issues like seasonal melt and holiday freshness — and build the products and interventions that address them before a customer churns. Partner with Engineering and Data to own the health of our lifecycle infrastructure: identity resolution, event schemas, and messaging deliverability, so every program is built on data we trust. Design experiments, measure what matters, and partner with Data to make our customer experience smarter with every interaction — from segmentation to proactive CX workflows. How we work: One Team. We don't think in channels — we think in customers, and we don't think departments matter beyond the skills and context they bring. We'd rather align around the goals we're working to achieve and get the right people, with the right context, in the right room to solve problems holistically. Engineering is focused on customer and business outcomes, not just shipping. Hypothesis-Driven Execution. We don't believe in "best practices" or "industry KPIs." We don't care about "benchmarks" — instead we work to be the best we can possibly be. We form a point of view, test quickly, and update our beliefs. We seek to work in sequence, not in parallel, constantly asking what the most important hypothesis is right now and how to confirm or reject it as fast as possible. We don't expect to be perfect the first time. Brand & Performance Together. We care equally about velocity and trust — in our systems and with our customers. Speed that quietly accrues fragility or risk is a long-term loss. We build things that are both fast to ship and built to last. Operate With Context. The systems and tools we build shape both the customer and the employee experience. We make decisions holistically, share context early and often, and are skeptical about everything and precious about nothing — ideas can and should come from anywhere. We're excited about you because: You're an experienced product manager. You have 5+ years of product management experience, with a track record of shipping experiences and programs that measurably improved retention, repeat rate, or lifetime value. You think in cohorts and lifetimes, not sessions. You understand retention curves, cohort analysis, and LTV, and you can translate them into a roadmap of iterative experiments and big bets. You put yourself in your customer's shoes. You develop a deep, qualitative understanding of why customers come back and why they leave, and you build products that address the real reason rather than the surface symptom. You're analytical but not academic. You translate data into action quickly and drive decisions. You partner naturally with data and engineering to instrument what you ship and learn from it. You are a systems thinker. You understand the difference between rescuing one churning customer and building the program that prevents the churn at its source. You thrive in ambiguity. You can take a tangle of lifecycle touchpoints and quality issues and turn it into a sequenced, actionable roadmap that adapts as we learn more. You're incredibly comfortable with AI. You're familiar with frontier models' capabilities and limitations and how to use them effectively — to personalize journeys, anticipate churn, and make our lifecycle smarter over time. You're comfortable pressure-testing the data itself. You treat instrumentation gaps as part of the job rather than a blocker. You communicate proactively and energize. You distill complexity and drive clarity across functions. You bring your partners along with you, and you make the work more fun because of it. What you’ll bring: Bachelor's degree in elated field Minimum 5 years of product management experience, preferably in eCommerce, DTC, or subscription businesses, with direct ownership of retention, lifecycle, or growth products Strong knowledge of retention and lifecycle fundamentals, including cohort analysis, LTV modeling, experimentation and A/B testing, and lifecycle tooling (ESPs, CDPs, subscription platforms, and analytics tools like Mixpanel or Amplitude) What we offer A high-growth and rewarding role in a foundationally strong and rapidly evolving business Annual Salary Range: $145,000 - $165,000 plus annual bonus Excellent benefits including a 401K Match Paid Maternity, Adoption and Paternity leave And all the Nuts.com snacks your heart desires + a 40% employee discount EEO STATEMENT Nuts.com is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, immigration status, age, sex or gender (including pregnancy), gender identity or expression (including transgender status), sexual orientation, marital status, veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws. Applicants with disabilities who require assistance or accommodation during the application or interview process should reach out to us at people@nuts.com

About Definitive Healthcare : At Definitive Healthcare (NASDAQ: DH), we’re passionate about turning data, analytics, and expertise into meaningful intelligence that helps our customers achieve success and shape the future of healthcare. We empower them to uncover the right markets, opportunities, and people—paving the way for smarter decisions and greater impact. Headquartered just outside of Boston, Massachusetts, Definitive Healthcare operates across North America, Europe, and India, supporting a growing global client base of more than 2,400 customers since our founding in 2011. We’re also a great place to work. In 2024 and 2025, we earned multiple workplace honors, including Built In’s 100 Best Places to Work in Boston (both years), a Stevie Bronze Award for Great Employers, and recognition as a Great Place to Work in India. We foster a collaborative, inclusive culture where diverse perspectives drive innovation. Through programs like DefinitiveCares and our employee-led affinity groups we strive to promote connection, education, and inclusion. About the Role We are in need of an experienced Life Sciences Account Executive. The AE conducts themselves as a trusted advisor by leveraging their exceptional sales capabilities and thought leadership to create a positive end to end customer experience focused on delivering the customers desired outcomes. The AE is responsible for a named portfolio of medium to large existing accounts. In this role you will manage the overall client relationship for upsell and revenue retention with existing clients and build your book of business. You will be supported by a team consisting of Solution Consultants, Customer Success Managers and Sales Development Representatives. What You’ll Do Meet and exceed revenue targets within assigned client portfolio Responsible for retaining and growing existing book of business consisting of medium to large sized BioPharma & MedTech accounts Create and maintain Strategic Account Plans on an ongoing basis with relevant internal stakeholders. The plans focus on client objectives and how Definitive Healthcare can drive client success with stated goals and KPI’s to measure outcomes Staying up-to-date on Industry trends and evolving client needs to identify new opportunities Accurately forecast opportunities and update all relevant client interactions in the CRM Identify growth opportunities within client accounts, collaborate with customer success manager to identify growth opportunities across therapeutic areas ​ Go “high and wide” in accounts to build relationships with potential buyers and influencers; take a consultative approach to identify client issues that DHC can solve Work with the Customer Experience organization to optimize usage and value of DHC services  ​ Quarterback internal relationships with Solutions Consultants , Customer Success and Sales Development Representatives Lead critical renewals conversations What You'll Bring BA or BS Degree 5 + years of individual, quota carrying selling experience in SaaS and/or BioPharma/Med Device Experience selling to or working in key  BioPharma  / Med Dev. functions: commercial teams within a brand or therapeutic area, Analytics, or Med Affairs teams  ​ Documented history of meeting and exceeding goals Experience selling to C-suite or Senior Leadership at medium to large organizations Proactive, needs based selling Superior written and verbal communications skills A powerful work ethic and comfortable with prospecting, as a part of a team or independently within new and established clients. Experience in account planning and collaborating with cross-functional teams ​ Experience negotiating and closing multi-year service contracts  ​ A powerful work ethic with energy, humor, compassion, and enthusiasm  ​ Team player mindset Superior communication skills and proficiency crafting compelling narratives Compensation and Benefits The salary range for this position is $57,000 - $107,000 per year, which represents the base pay the company reasonably and in good faith expects to pay for this role. Actual pay within this range will be determined based on factors such as relevant experience, skills, and qualifications. Depending on the position, employees may also be eligible to participate in a company bonus or commission plan. All employees are eligible for a comprehensive benefits package, including medical, dental, and vision coverage, unlimited paid time off, and participation in the company’s 401(k) plan with employer contribution. Why we love Definitive, and why you will too! Industry leading products Work hard, and have fun doing it Incredibly fast growth means limitless opportunity Flexible and dynamic culture Work alongside some of the most talented and dedicated teammates Definitive Cares, our community service group, gives all of us a chance to give back Competitive benefits package including great healthcare benefits and a 401(k) match What our Employees are saying about us on Glassdoor: “Great Work atmosphere, great work life balance, excellent company to work for, amazing top notch product, incredible customer service, lots of tools to help you succeed.” -Business Development Manager “Great team. Amazing growth. Employees are treated very well.” -Research Analyst “I have waited 36 years to work at a dream job for a dream company and I am so happy to have finally got there.” -Profile Analyst If you don’t fit all of these qualifications, but believe you’re still a great fit, feel free to apply and tell us why in your cover letter. If you are a California, Colorado, New York City or Washington resident and this role is a remote role, you can receive additional information about the compensation and benefits for this role, which we will provide upon request. Definitive Hiring Philosophy Definitive Healthcare is an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and teammates. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race, color, religion, age, gender, gender identity, sexual orientation or any other status. If you’re interested in working in a fast growing, exciting working environment – we encourage you to apply! Privacy Your privacy is important to us. Please review our Candidate Privacy Notice which tells you how we use and process your personal information. Please note: All communications regarding the hiring process at Definitive Healthcare will come directly from one of our corporate recruiters or coordinators using an @definitivehc.com email address. We do not advertise open roles on Facebook and will never request money transfers or ask candidates to purchase equipment with a promise of reimbursement. If you receive any suspicious communication, please contact careers@definitivehc.com to verify your status in the application process.

Founded in 2014, Azerion is one of Europe’s largest digital advertising and entertainment media platforms. We bring global scaled audiences to advertisers in an easy and cost-effective way, delivered through our proprietary technology, in a safe, engaging, and high-quality environment, utilising our strategic portfolio of owned and operated content with entertainment and other digital publishing partners. Having its roots in Europe with its headquarters in Amsterdam, Azerion has commercial teams based in over 26 cities around the world to closely support our clients and partners to find and execute creative ways to really make an impact through advertising. For more information visit: www.azerion.com The Role This is a key role in our high performing UK Sales team based in London.  The role of a Senior Sales Manager is to generate new business and grow key client relationships whilst working with the wider team to come up with solutions to grow revenue across a set agency patch.  This role will work with London digital agencies, across programmatic buying, direct and trading within the Independent & International agencies pod. The position requires someone with drive, confidence, and at least 7+ years’ experience in a media sales role. The ideal candidate will have: A Minimum 7+ years of similar experience in programmatic/online advertising sales Outstanding communication and presentation skills A hunter mindset – always looking for new ways to make money and generate revenue in a fast paced environment Strong contacts across the Independent and International agencies are desired Will be a fast learner who is interested in developing their own patch to run as their own business A passion for digital media and keen to learn more about the industry A strong track record of closing deals and generating revenue as well as evidence of pipeline management, forecasting and business planning Someone who can communicate exceptionally with internal teams and external clients Strong analytical abilities and confident with the use of data Entrepreneurial mindset, ability to work independently Self-motivated, professional, proactive and fun! Must be fluent in English Key Responsibilities Your tasks will include but not be limited to: Meeting monthly and quarterly meetings and revenue targets Developing and maintaining agency relationships from junior to senior levels to ensure full coverage of the agency patch Identify new business opportunities and expand existing client partnerships Liaising with internal stakeholders to drive retention and long-term growth Work closely with marketing, product, and ad operations teams to optimize campaign success. Grow both existing and new business revenue streams by identifying and capitalizing on opportunities Present campaign results and performance insights to agency contacts, offering data-driven recommendations Keep Salesforce and other CRM tools updated with live and proposed campaign details, agency contacts, and pipeline activity and accurate forecasting Stay ahead of industry trends, emerging ad technologies, and best practices Benefits Hybrid working environment with 4 day per week minimum to be based out of the Southwark office Day off for volunteering Private health and life cover A quarterly commission scheme Pension scheme Cycle to work scheme Birthdays off £12.50 Daily lunch allowance through Deliveroo Azerion is an equal opportunities employer committed to building a diverse environment. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

company About Soleno Therapeutics Inc Soleno is a biopharmaceutical company focused on the development and commercialization of novel therapeutics for the treatment of rare diseases based in Redwood City, CA. At Soleno, we are driven by the unique and multi-faceted needs of the PWS community. Like these individuals, resilience is part of who we are – it is in our chromosomes – and our team is made up of exceptional colleagues whose collective efforts are woven together to deliver meaningful outcomes, both professionally and for those living with PWS. We value collaboration, integrity, and respect. These characteristics have allowed us to forge strong, authentic bonds with the caregivers, patients, health care professionals (HCPs) and community members we serve. We are proud to work alongside them every step of the way. Our employees are our greatest asset, and we're expanding across functions during this pivotal time. We invite you to join us in making an impact—and making history. We all share the most important goal of bringing solutions to the PWS community. role Summary of Job (brief description) The Rare Disease Specialist role at Soleno will drive year two commercialization of DCCR and sales initiatives of Soleno’s leading product candidate, DCCR, for the treatment of Prader-Willi syndrome (PWS). You will engage with healthcare professionals at multiple points-of-call and be a familiar and compassionate resource to caregivers and families managing the complex challenges of PWS, building trust and long-term relationships while providing education on Soleno’s therapies. By understanding the unique physical, emotional, and psychological difficulties faced by PWS patients and their caregivers, you'll play a crucial role in supporting their care with empathy and dedication. Responsibilities Engage a well-defined pool of medical specialists to build market development, raise brand awareness, and execute a territory strategy/account plan with precision, ensuring product success through launch and beyond. Develop a territory strategy that is rooted in nurturing existing relationships and raising awareness. Conduct regular field visits to ensure effective communication and address any issues that arise. Engage providers and drive awareness across multiple healthcare specialists including pediatric endocrinology, adult endocrinology, psychiatry and primary care physicians that treat Prader Willi Syndrome. Work to ensure that new and existing patients are identified and enrolled in treatment programs. Segment clinics and identify key shareholders within target institutions. Build and maintain strong relationships with HCPs, office staff, caregivers, and families. Gather insights and conduct post-call analysis to refine tactics based on the unique territory challenges and dynamics of the rare disease market. Demonstrate a high level of emotional intelligence to adapt communication styles to fit the unique demands of HCPs and advocacy groups within the PWS community. Routinely monitor and report on territory-level market dynamics and trends, including prescriber opinion, competitive activity, and developments in the PWS landscape. Regularly report sales activities, performance metrics, and competitive insights to sales management. Proactively foster effective working relationships with internal/external stakeholders at Soleno Therapeutics and drive agreement/decisions from multiple parties. Collaborate across all commercial departments, including Patient Services, Medical Affairs, and others, ensuring alignment with external stakeholders in the rare disease space. Participate in the development of sales strategies to meet quarterly and annual targets by tailoring tactics to address specific territory challenges. Effectively prioritize and manage time, activities, and resources to engage with a network of healthcare professionals specializing in rare diseases. Ensure compliance with company policies and industry regulations during all sales activities. Maintain a positive and collaborative culture that aligns with the overall sales organization. Maintain up-to-date knowledge of PWS and the healthcare landscape to support customer needs. Qualifications Bachelor’s degree is required, advanced degree preferred. A background in nursing, social worker, nutrition (as a registered dietitian), or a related field with rare disease experience is a plus. At least 5-7 years of experience in the pharmaceutical industry with a proven track record in sales. Previous launch experience highly preferred. Prior experience in rare genetic disease or specialty sales is highly preferred. A drive to serve the PWS community and a demonstrated compassionate approach to patient care and provider awareness. Ability to work and thrive in a fast-paced, startup environment. Strong analytical, communication, and influence skills. Ability to travel 60% of the time. Compliance and regulatory training background preferred. Experience in pediatric endocrinology or diabetes highly preferred. Salary Range: $190,000-$215,00 (Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the location where this position may be filled.)

About Luminary Luminary is an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals. $90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive. Luminary solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services. Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution. Luminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices. The Opportunity As a Customer Success Manager at Luminary, you play a key role in engaging & expanding our customer base, as we continue to rapidly scale. You will partner with our customers to transform their business with Luminary, creating loyal champions, managing the end-to-end customer lifecycle, from onboarding & engagement through renewals, upsells, and advocacy. Candidates must be excited by working across multiple layers at customer firms - executives, operations and end users - to drive platform engagement and success. This role offers significant exposure to leadership and rapid growth for ambitious, low-ego individuals. What you'll do Manage and grow a book of business, owning renewals and expansion Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts Develop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support Partner closely with product and engineering to shape roadmap initiatives with customer insights Qualities we're excited to see: 5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth tech Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledge Strong project management skills that connect tactical work to strategic outcomes The ability to dig into data to find trends and insights that can be translated into customer success High agency, proactive, and action-oriented REAL — Resilient, Empathetic, Accountable, and Low-Ego Why you’ll love working here Represent a leading-edge vertical AI application defining a new product category that will transform an industry Work alongside our CEO and co-founders — industry and tech leaders with decades of experience Join a GTM team that collaborates on strategy, commercial assets, and execution Thrive in a fast-paced environment where we're constantly shipping based on customer learnings Luminary is a one-of-a-kind opportunity for massive impact at profitable scale — and a ton of fun along the way. Compensation The salary range for this role is $130,000 to $165,000. This role is eligible for a performance-based bonus, commissions, and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience. 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, commuter, and educational stipends 🏖️ 4 weeks PTO 🛥️ 401(k) plan 🍼 Parental leave policy 🏢 NYC office where much of the team works 3+ days a week

Position Overview The Project Manager provides delivery coordination, execution oversight, and cross-functional support across business, technology, operational, and enterprise initiatives supporting our client’s strategic objectives. Initiatives may include business process improvements, technology implementations, operational enhancements, or cross-functional projects operating within the client evolving enterprise governance and delivery model. This role supports project planning, execution coordination, delivery reporting, stakeholder alignment, and operational readiness activities while maintaining visibility into project health, risks, dependencies, sequencing impacts, and resource considerations. The position supports scalable and disciplined delivery practices aligned to enterprise priorities, operational objectives, and regulatory expectations. Key Responsibilities Coordinate project planning, execution activities, scheduling, dependency management, issue tracking, and lifecycle coordination activities. Support cross-functional coordination across business, technology, operational, vendor, and delivery stakeholder groups. Maintain visibility into project status, milestones, risks, dependencies, operational impacts, and resource considerations. Support governance reviews, project status reporting, steering committee preparation, stage-gate readiness, and delivery reporting activities. Prepare and maintain project reporting materials, RAID documentation, milestone reporting, governance summaries, project dashboards, and delivery communications. Partner with business owners, delivery leads, and operational stakeholders to support execution alignment and operational readiness activities. Identify, communicate, and escalate delivery risks, organizational impacts, dependency concerns, and project constraints requiring leadership attention. Support delivery consistency, accountability, operational alignment, and continuous improvement across assigned initiatives. Support adoption and operationalization of the evolving governance and delivery practices. Required Qualifications Education & Experience Bachelor’s degree plus 4–8 years of experience in project management, enterprise delivery, PMO operations, governance support, technology delivery, business transformation, or strategic initiative coordination; OR Associate’s degree plus 6–10 years of related experience; OR High School Diploma/GED plus 8–12 years of related experience. Experience may include support or coordination of enterprise initiatives, business-focused initiatives, technology implementations, operational improvements, or cross-functional strategic projects. Skills & Capabilities Strong understanding of project management, delivery lifecycle management, governance practices, and operational readiness principles. Experience supporting cross-functional initiatives involving business, technology, operational, vendor, and delivery stakeholders. Familiarity with project planning, dependency management, execution coordination, governance reviews, risk management, and delivery reporting practices. Strong organizational, facilitation, stakeholder engagement, communication, and operational alignment capabilities. Ability to identify, communicate, escalate, and support mitigation of delivery risks, operational impacts, organizational dependencies, and resource constraints. Experience preparing project status updates, RAID reporting, governance materials, milestone reporting, project dashboards, and delivery communications. Proficiency with Jira, Azure DevOps, Microsoft Project, Smartsheet, SharePoint, or similar enterprise delivery and collaboration tools. Preferred Qualifications Experience supporting PMO, governance, or enterprise delivery functions within financial services, regulated environments, or government-sponsored enterprises. Familiarity with Agile, Hybrid delivery, SDLC-aligned initiatives, Lean Portfolio Management (LPM), SAFe, or enterprise transformation practices. Experience supporting governance operationalization, delivery maturity, portfolio reporting, or organizational change initiatives. PMP, CAPM, PMI-ACP, SAFe, CSM, or related certifications preferred. What We Offer Opportunity to work on next-generation mortgage and fintech platforms Exposure to cutting-edge technologies including AI, automation, and blockchain Collaborative environment with strong business and technical alignment Competitive compensation and growth opportunities