Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Backed by Insight.
About the role
As a Customer Success Manager (CSM) at Vanilla, you will be the primary point of contact for our customers, helping them maximize the value of our products and services. You will play a key role in onboarding new clients, driving meaningful product adoption, and identifying opportunities for growth.
What they're looking for
- 5+ years of experience in Customer Success, Account Management, or related B2B SaaS roles
- Proven track record of driving customer retention, renewals, and account growth through consultative engagement
- Experience developing success plans and customer-facing resources that align with business objectives
- Strong understanding of the customer lifecycle with demonstrated ability to meet or exceed revenue targets
- Proficiency with CRM and customer success tools (e.g., Salesforce, Totango, Gainsight, or equivalent)
- Analytical and problem-solving skills: able to use data to measure customer health, identify risks/opportunities, and resolve escalations effectively
More about this role
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.
This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania,...
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