Onboarding & Support Specialist, FinTech SaaS

Luminary; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

4 weeks PTO

Parental leave

401(k) plan

Wellness stipend

Learning stipend

NYC office access

Job summary

Luminary is seeking an Implementation & Support Specialist to onboard new customers and provide day-to-day support as the platform scales. You’ll configure tenants, deliver training, and troubleshoot issues, acting as the product expert for clients.

You’ll partner with Customer Success Managers to ensure a smooth onboarding experience, while translating customer needs into actionable product improvements at a fast-growing company.

Qualifications

• 2–4 years of experience in wealth management or in a customer-facing onboarding/implementation/support role in B2B fintech SaaS.
• Ability to build deep platform expertise and translate it into clear training for non-technical users.
• Strong process orientation with documented, repeatable workflows.
• Detail‑oriented, highly responsive, and able to decide when to escalate.

Responsibilities

• Own day-to-day onboarding execution: tenant setup, configuration, joining calls, training delivery and hands-on go-live support.
• Serve as product expert, resolving inbound requests and escalating when needed.
• Execute and improve onboarding and support playbooks and related content.
• Surface themes from onboarding/support to inform the product roadmap.

Skills

Wealth management

Onboarding

Customer success

B2B fintech SaaS

Job description

Luminary is seeking an Implementation & Support Specialist to onboard new customers and provide day-to-day support as the platform scales. You’ll configure tenants, deliver training, and troubleshoot issues, acting as the product expert for clients.

You’ll partner with Customer Success Managers to ensure a smooth onboarding experience, while translating customer needs into actionable product improvements at a fast-growing company.