---
title: 'Customer Success Manager at Vanilla Technologies'
canonical: 'https://feeny.ai/job/customer-success-manager-vanilla-technologies-remote-9ke61jhqamf5'
type: 'job'
last_seen: '2026-09-05'
---

# Customer Success Manager at Vanilla Technologies

- **Company:** Vanilla Technologies
- **Location:** Remote
- **Compensation:** $110k–$130k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-07
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/vanilla/c1a34cf4-1e27-4e31-b6a2-5013981874d6

## 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

## JOB SUMMARY

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.

We’re looking for a customer-centric, proactive, and strategic thinker who thrives in a fast-paced environment and is passionate about building lasting client relationships. Your insights and collaboration with internal teams will directly contribute to improving customer experiences and enhancing our products.

## RESPONSIBILITIES:

- Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
- Create and manage Customer Success Plans (for simple accounts) and Strategic Customer Account Plans (for complex accounts) that outline customer goals, key metrics, and opportunities for growth.
- Own the renewal process, identifying expansion opportunities and mitigating potential churn.
- Act as the voice of the customer, gathering insights and collaborating with Product, Sales, and Support teams to improve customer experiences.
- Implement and refine tools and processes that enhance customer engagement, track client health scores, and improve overall satisfaction.
- Work closely with Sales, Product, and Leadership to align customer needs with company strategies.
- Contribute to a company-wide mindset that prioritizes customer obsession and long-term relationships.

## REQUIRED QUALIFICATIONS:

- 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.
- Cross-functional collaboration experience: skilled at being the voice of the customer and influencing product, sales, and support initiatives.
- Process improvement mindset with experience optimizing tools and workflows for scalability.
- Excellent communication and relationship-building skills with high emotional intelligence and empathy.
- Adaptability and tech-savviness: comfortable learning new tools quickly and thriving in a fast-paced, high-growth environment.

## PREFERRED QUALIFICATIONS:

- 3+ years of experience in financial services or wealth management, with a strong understanding of industry-specific client needs.
- Familiarity with regulatory and compliance considerations relevant to financial services clients.
- Background in managing high-value or complex client relationships in a regulated industry.

The salary range for this role is $110,000 to $130,000. 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

- [Business Development Representative, AI Enabled](https://feeny.ai/job/business-development-representative-ai-enabled-vanilla-technologies-remote-0v6rb5zxvk5v)
- [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
- [Senior Engineering Manager](https://feeny.ai/job/senior-engineering-manager-vanilla-technologies-remote-bb724vf7158r)
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-root-global-berlin-dhyvzh4a830k) — Berlin, Germany
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-reo-dev-bengaluru-xk4g87z8saj0) — Bengaluru, India
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-griffin-london-or-within-the-pwnjf6z4ghjs) — London OR Within the, United Kingdom
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-kodex-united-states-7zgak9hhtfqz) — United States
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-outersignal-united-states-62n9y6gxetr0) — United States
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-goodstack-051s3fas5xtw) — 🇺🇸, United States