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Luminary

Digital workflow for trust estate management

Business Operations Associate

Business OperationsConfirmed live in the last 24 hours
Full-time$100k - $140k /yr

About the Job

Requirements

  • Relevant experience in business operations, finance, consulting, or a similarly analytical and execution-oriented role; most candidates are expected to have 2–4+ years of experience, with demonstrated capability valued over a specific tenure.
  • Analytical skills and practical business judgment, with comfort using spreadsheets, business systems, and operational data.
  • Ability to own projects or processes independently and deliver measurable improvements.
  • Ability to shift between detailed execution and broader process-design considerations as the business grows.
  • Ability to communicate clearly, build effective working relationships, and drive progress across teams.
  • Ability to interpret contracts, policies, and financial information, handle sensitive matters, and recognize when specialist input is needed.
  • Ability to structure ambiguous work, prioritize effectively, and take accountability for outcomes.
  • Thoughtful use of AI and automation to improve work.

Responsibilities

  • Own and improve core business workflows across billing, contracting, vendor management, and sales and customer operations.
  • Lead cross-functional operational projects by translating business needs into clear plans and driving them through completion.
  • Improve customer relationship management data quality, reporting, and workflows to provide reliable visibility into pipeline, revenue, and customer activity.
  • Evaluate commercial documentation and operational data, resolve issues, and bring recommendations to stakeholders when broader input is needed.
  • Manage customer due diligence and other commercial requirements, coordinating contributions across teams.
  • Develop analyses and reporting that surface trends, inform decisions, and improve business performance.
  • Identify opportunities to scale operations through better systems, automation, and process design.

Desired Qualifications

  • Experience in revenue operations or sales operations, including hands-on customer relationship management administration, reporting, and workflow automation; familiarity with HubSpot is a plus.
  • Experience in B2B SaaS, fintech, or a regulated industry.

About the Company

Luminary

Digital workflow for trust estate management

Luminary provides a workflow-driven platform for wealth managers to design, execute, and monitor trust estate strategies, with a focus on generational gifting and charitable giving. It digitalizes the traditional, manual process into a collaborative system that tracks tasks, milestones, and outcomes, enabling advisors to deliver trust and legacy services more transparently and with lower risk. The platform includes a robust workflow engine for strategy design and management, plus a visualization layer that highlights key metrics and quantifies value creation for clients. It also acts as a single source of truth (system of record) for monitoring and forecasting trust estate plans. Revenue comes from a subscription model in which financial advisors pay for access to the platform and its tools. Luminary’s goal is to streamline and clarify the wealth transfer process so advisors can serve clients more efficiently and strengthen relationships across generations.

Company size
11-50
Company stage
Series A
Total funding
$31.5M
Headquarters
New York City, New York
Founded
2022

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