--- title: 'Business Development Representative, AI Enabled at Vanilla Technologies' canonical: 'https://feeny.ai/job/business-development-representative-ai-enabled-vanilla-technologies-remote-0v6rb5zxvk5v' type: 'job' last_seen: '2026-09-05' --- # Business Development Representative, AI Enabled at Vanilla Technologies - **Company:** Vanilla Technologies - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-04 - **Last confirmed live:** 2026-09-05 - **Apply:** https://jobs.ashbyhq.com/vanilla/ef110215-1392-4d1e-8790-1a7924829035 ## Job description ## ABOUT US We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla https://www.justvanilla.com/ 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. ## WORKING LOCATION 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, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah or Washington ## About the Role Vanilla is looking for a curious, resourceful, and technically minded Business Development Representative (BDR) to help generate pipeline and build a smarter, more scalable outbound sales motion. This is a sales role first - but not a traditional BDR role. You’ll identify and engage target prospects, develop account strategies and messaging, execute outbound campaigns, and create qualified opportunities. You’ll also use AI, agents, automation, and modern GTM technology to make our prospecting more targeted, personalized, and efficient. You don’t need to be an engineer. We’re looking for an early-career sales professional who is excited about AI, comfortable experimenting with technology, and interested in helping build the next generation of outbound sales at Vanilla. ## What You’ll Do - Generate pipeline: Identify, research, and engage target accounts and prospects through thoughtful, multi-channel outbound outreach. - Own your goals: Work toward quarterly targets for qualified pipeline, meetings, and outbound activity. - Develop targeted account strategies: Create Account Plans for priority accounts and tailor outreach based on the company, persona, business need, and relevant buying signals. - Build better messaging: Develop and test personalized messaging across different segments, personas, and use cases, continuously improving based on results. - Partner on ABM: Work with Marketing to develop targeted and account-based campaigns and measure what generates engagement and pipeline. - Use AI for outbound: Leverage AI for prospect research, lead qualification, personalization, messaging, buying-signal identification, and follow-up. - Build agents and automations: Experiment with lightweight AI agents and automated workflows that eliminate repetitive work and make prospecting more scalable. - Improve our GTM tech stack: Help connect and optimize tools across Salesforce, prospecting, enrichment, sales engagement, and marketing. - Manage pipeline and data: Maintain accurate Salesforce account and opportunity data and use reports and dashboards to track performance. ## What We’re Looking For - 2+ years of experience in business development, sales development, B2B sales, growth, or a related role. - Strong written and verbal communication skills and an ability to create compelling, personalized outreach. - Curious, analytical, and comfortable researching companies, industries, and prospects. - Highly interested in AI and how it can improve modern sales and prospecting. - Comfortable using AI tools such as ChatGPT, Claude, or similar platforms in your everyday work. - Interested in building AI agents, automated workflows, and repeatable GTM systems - Comfortable learning and experimenting with new sales and automation technology. - Self-directed, resourceful, and excited about working in a startup environment where you’ll help build the process, not just follow it. - Experience with Salesforce, Relevance, Gong, or similar GTM and automation tools is a plus. What Success Looks Like Success means creating qualified pipeline while helping Vanilla build a smarter outbound engine. You’ll be measured primarily on pipeline and sales development results, while also helping improve targeting, messaging, conversion, and the AI-powered workflows that make our GTM efforts more effective and scalable. The salary range for this role is $75,000 to $90,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience. ## BENEFITS: - Flexible paid time off policy and 10 company-wide paid holidays - Parental leave, 6 weeks for all full-time employees and up to 14 weeks for birthing parents - Medical, dental, and vision benefits coverage for employees and their families - 401K eligibility after one month of employment - Free estate planning documents - Budget for learning & development and home office setup - Paid parking or transit for hybrid and in office employees Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. ## About Vanilla Technologies ## Company Overview - **One-liner**: Vanilla is an AI-powered estate planning platform built for financial advisors, RIAs, and wealth management firms to simplify, automate, and scale estate planning across their client base. - **Entity Type**: Private (Series unknown; funded by Venrock, Insight Partners, and others) - **Headquarters**: United States (fully remote with a hub in unspecified location; team distributed across the US) - **Founded**: 2019 - **Founders**: Steve Lockshin (also Chairman) ## Core Business - **Primary industry/industries**: Fintech / Wealthtech / Estate Planning Technology - **Target customers**: B2B – Financial advisors, RIAs, wealth management firms, and attorneys - **Mission or purpose statement**: “Make estate planning simple” – transforming a complex, outdated process into a modern, visual, and intelligent digital experience. ## Products & Services - **Vanilla Platform (core SaaS)**: End-to-end estate planning software that includes document review, strategy modeling, plan visualization, and document creation. Enables advisors to manage the entire estate planning lifecycle for clients across wealth levels. - **V/AI (AI Copilot)**: Built-in AI assistant that extracts estate profiles from uploaded documents, generates contextual summaries, and answers planning questions – all within a secure, compliant environment. AI outputs are clearly marked and editable; no client data used for training. - **Estate Health Check**: A questionnaire-based tool that quickly identifies planning gaps and opportunities across an advisor’s entire book of business. - **Scenarios**: Advanced modeling tool for GRATs, SLATs, charitable strategies, and other complex structures – allowing side-by-side comparison and visual outcomes. - **Document Builder**: Guided workflow for creating wills, trusts, and essential documents directly from the platform. - **Client Profiles**: Centralized client data and plan summaries. - **Abstraction Services / Vanilla Attorney Network**: Human review layer provided by Vanilla’s in-house team of former practicing attorneys (180+ years combined experience) for document abstraction, legal review, and complex cases. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company) - **Key Metric**: Over **$250 billion** in client assets modeled on the platform; trusted by firms including Vanguard, Mariner, and Robinhood. - **Notable Investors/Partners**: Venrock, Insight Partners, F. William McNabb III (former CEO of Vanguard), **Michael Jordan** (NBA legend and businessman), Jason Wenk (founder/CEO of Altruist). - **Growth Signals**: Four consecutive SOC 2 Type II audits with zero findings; enterprise-ready security; first patented AI-driven estate planning platform built specifically for financial advisors; rapidly expanding across the $84.4 trillion wealth transfer market. ## Competitive Advantages - **Patent-protected technology**: Industry’s first patented estate planning solution built for advisors. - **Integrated human expertise**: In-house team of former practicing attorneys (180+ years combined) provides a review layer that pure technology cannot replace – a key differentiator in a high-stakes, regulated field. - **AI-powered but advisor-centric**: V/AI is designed to augment, not replace, advisors. Outputs are editable, and the platform is built from the ground up for the advisor-client relationship. - **Full-spectrum capability**: Serves clients from foundational plans to billionaire estates on a single platform. - **Enterprise trust**: Proven security (SOC 2 Type II), adoption by top-tier firms, and a track record of zero findings in audits. ## Strategic Focus - **Scale AI capabilities**: Deepening V/AI features while maintaining compliance and human oversight. - **Capture the wealth transfer wave**: Targeting the massive intergenerational wealth transfer ($84.4 trillion) with tools that help advisors engage clients and modernize estate planning. - **Expand partnerships**: Continuing to win enterprise clients (Vanguard, Robinhood) and grow the Vanilla Attorney Network. - **Product depth**: Enhancing scenario modeling and document builder to cover more complex estate strategies. ## Why Work Here - **Culture & autonomy**: Described as a fast-paced, high-ambiguity startup where “you won’t just join a company, you’ll help create it.” Team members have autonomy to self-direct their workday with less time in meetings. - **Remote-first / hybrid**: Fully remote roles available for US-based candidates, with a mix of remote and hybrid options. Must be based in one of 19 specified states (AZ, CA, CO, CT, FL, GA, ID, IL, KY, ME, MA, MN, NJ, NY, OH, PA, TX, UT, or WA). - **Team & background**: Colleagues hail from Amazon, Smartsheet, Stripe, Addepar, and other tech leaders, plus deep expertise from wealth management and estate planning. - **Benefits & perks**: Competitive salary (e.g., Senior PM range $170k–$180k) plus performance bonus and equity. Benefits include: medical/dental/vision, flexible PTO, 10 paid holidays, 6 weeks parental leave (up to 14 for birthing parents), 401k after one month, budget for learning & development and home office setup, paid parking/transit for hybrid/in-office employees. - **Engineering & product focus**: High-impact roles with direct ownership of shipping features. Emphasis on AI, fintech, and solving real-world problems in a highly regulated industry. ## Sources 1. [justvanilla.com](https://www.justvanilla.com/) 2. [justvanilla.com/aboutus](https://www.justvanilla.com/aboutus) 3. [justvanilla.com/careers](https://www.justvanilla.com/careers) 4. [LinkedIn](https://www.linkedin.com/company/justvanilla) 5. [jobs.ashbyhq.com/vanilla](https://jobs.ashbyhq.com/vanilla) ## Other roles at Vanilla Technologies - [Director of Sales](https://feeny.ai/job/director-of-sales-vanilla-technologies-remote-k7det7jqnq8h) - [Senior Product Manager](https://feeny.ai/job/senior-product-manager-vanilla-technologies-bellevue-m1r94rcdjtq1) — Bellevue, WA - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-vanilla-technologies-remote-9ke61jhqamf5) - [Senior Engineering Manager](https://feeny.ai/job/senior-engineering-manager-vanilla-technologies-remote-bb724vf7158r)