# Customer Success Manager at Vanilla

- Company: Vanilla
- What the company does: 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.
- Company website: https://www.justvanilla.com/
- Type: Startups
- Level: Senior
- Location: Remote
- Work setup: Remote
- Pay: $110K to $130K base salary per year (USD)
- Posted: 2026-08-07
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/vanilla/c1a34cf4-1e27-4e31-b6a2-5013981874d6
- Page: https://www.1752.vc/careers/jobs/vanilla-customer-success-manager/

## 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

Tags: Customer Success