Revenue Operations Manager

ABOUT LUMINARY

Luminary is the AI-native system of action for wealth transfer services. Leading wealth managers, national tax advisory practices, and AM Law 100 law firms use Luminary to plan, model, and execute estate and wealth transfer strategies for their clients. Founded in 2022, we're backed by top venture capital investors, wealth management firms, and family offices.

THE OPPORTUNITY

We're hiring our first Revenue Operations Manager to build the operating system behind Luminary's go-to-market engine. This is a builder role, not a ticket queue. You'll own our GTM tech stack end to end, find where friction slows down marketing, sales, and customer success, and fix it with modern, AI-first tooling.

You'll also be a strategic partner to GTM leadership and the executive team on capacity planning, KPIs, board reporting, and commissions. If you'd rather prototype a Claude workflow or a Clay table than wait for a vendor roadmap, we want to talk to you.

WHAT YOU'LL DO

• Own the GTM tech stack. Administer and evolve HubSpot, Gong, Clay, and the rest of our revenue tools. Decide what we buy, build, integrate, or retire, and keep the stack clean, connected, and well documented.
• Design the data model across the funnel. Own lifecycle stages, pipeline definitions, object and property schema, and handoffs across marketing, sales, and CS so every team works from one source of truth.
• Proactively hunt for friction. Shadow reps, read Gong calls, and audit workflows to find where deals stall, data breaks, or people do manual work. Ship fixes before anyone files a request.
• Build with AI and builder tools. Use Claude, Clay, and automation platforms to create agents, enrichment flows, routing logic, and internal tools that give our team leverage, from account research to deal hygiene to renewal signals.
• Own reporting and KPIs. Build the dashboards, inspection cadences, and forecast process that show where pipeline is created, how it moves, and what will close.
• Partner on capacity planning and KPIs. Model hiring and quota capacity, define the metrics that matter across the funnel, and help leaders make headcount and investment decisions.
• Strategic partner for board prep. Prepare the pipeline, bookings, retention, and efficiency metrics that go to the leadership team and board.
• Run commissions and comp plans. Partner with Head of Revenue and Finance to design incentive plans and calculate and pay commissions accurately and on time.

QUALITIES WE'RE LOOKING FOR

• 4–7 years in Revenue Operations, Sales Operations, or GTM Systems at a B2B SaaS company, ideally an early-stage or high-growth one
• A builder's mindset. You've built RevOps functions, systems, or tools from scratch, and you can point to things you shipped, not just tasks you completed
• AI fluency. Advanced, hands-on use of AI platforms (especially Claude) to automate work, build agents or workflows, and rethink how GTM operates
• Deep HubSpot expertise: workflows, lifecycle stages, custom objects and properties, lead routing, and reporting
• Hands-on experience with Gong, Clay, and enrichment, automation, or integration tools (e.g., Zapier, n8n, or native APIs)
• Strong GTM fundamentals: pipeline stages and movement, forecasting, funnel conversion, attribution, and how data should flow across marketing, sales, and CS
• Analytical rigor. You're comfortable building capacity models, comp plans, and board-ready metrics, and turning data into a clear recommendation
• Clear communication with executives and frontline reps alike, and the judgment to say no to work that doesn't matter
• High agency and REAL traits: Resilient, Empathetic, Accountable, and Low-Ego

Nice to have

• GTM experience in financial services, wealth management, or professional services
• SQL or light scripting skills
• Experience implementing CPQ, contract, or billing workflows

WHY YOU'LL LOVE WORKING HERE

• Work directly with our Head of Revenue with line of sight into the entire leadership team
• Build RevOps the AI-native way, with the freedom to choose and create the tools you use
• Help define a new category in wealth transfer at a fast-paced, venture-backed company

COMPENSATION

The base salary range for this role is $160k - $180k plus equity and eligibility for a performance-based bonus. Final pay depends on factors such as job-related knowledge, skills, and experience.

BENEFITS

• 100% employee health insurance coverage and 50% dependent coverage
• Monthly wellness, commuter, and education stipends
• 4 weeks of PTO
• 401(k)
• Parental leave
• NYC office near Bryant Park, where much of the team works 3+ days a week