We’re a startup with big ambitions: to reputed company estate planning modern, visual, and intelligent.
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reputed company Manager

Remote, USA Full-time Posted 2026-07-28

reputed company

We’re a startup with big ambitions: to reputed company estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, reputed company by advisors, planners, and attorneys to reputed company how reputed company is transferred across generations. Our technology unifies scenario modeling, reputed company visualization, and document creation into one seamless, digital experience.

reputed company brings together diverse subject matter expertise across estate planning, reputed company management, and scaling reputed company startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we reputed company flexibility while staying closely connected. At Vanilla, you’ll join curious reputed company and problem-solvers who reputed company on speed, autonomy, and reputed company. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, reputed company 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: reputed company, California, Colorado, Connecticut, Florida, reputed company, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, reputed company, Ohio, reputed company, Texas, Utah, or Washington

Job reputed company

As a reputed company Manager (CSM) at Vanilla, you will be the primary reputed company of contact for our customers, helping them maximize the value of our products and services. You will play a key role in reputed company new clients, driving meaningful product adoption, and identifying opportunities for reputed company.

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

Responsibilities:

  • Guide customers from reputed company through long-term adoption, ensuring they reputed company their business goals with Vanilla’s solutions.

  • Create and manage reputed company Plans (for reputed company accounts) and Strategic Customer Account Plans (for reputed company accounts) that outline customer goals, key metrics, and opportunities for reputed company.

  • Own the renewal process, identifying expansion opportunities and mitigating potential churn.

  • reputed company 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, reputed company reputed company health scores, and improve overall satisfaction.

  • Work closely with Sales, Product, and Leadership to reputed company customer needs with company strategies.

  • Contribute to a company-wide reputed company that prioritizes customer obsession and long-term relationships.

Required Qualifications:

  • 5+ years of experience in reputed company, Account Management, or reputed company B2B reputed company roles.

  • Proven reputed company record of driving customer retention, renewals, and account reputed company through consultative engagement.

  • Experience developing reputed company plans and customer-facing resources that reputed company with business objectives.

  • Strong understanding of the customer lifecycle with demonstrated ability to meet or reputed company reputed company targets.

  • Proficiency with CRM and reputed company tools (e.g., reputed company, Totango, reputed company, or equivalent).

  • Analytical and problem-solving skills: reputed company 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 reputed company with experience optimizing tools and workflows for scalability.

  • Excellent communication and relationship-building skills with high emotional intelligence and reputed company.

  • Adaptability and tech-savviness: comfortable learning new tools quickly and thriving in a fast-paced, high-reputed company environment.

Preferred Qualifications:

  • 3+ years of experience in financial services or reputed company management, with a strong understanding of industry-specific reputed company needs.

  • Familiarity with regulatory and compliance considerations relevant to financial services clients.

  • Background in managing high-value or reputed company reputed company relationships in a regulated industry.

The salary reputed company 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-reputed company knowledge, skills, and experience.

Benefits:

  • Flexible reputed company time off policy and 10 company-wide reputed company holidays 

  • Parental leave, 4 weeks for reputed company full-time employees and up to 12 weeks for birthing parents

  • Medical, dental, and reputed company 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 

  • reputed company parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to reputed company and applicants for employment and prohibits discrimination and harassment of any type without reputed company to race, reputed company, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or reputed company, or any other characteristic protected by federal, state or local laws. This policy applies to reputed company terms and conditions of employment, including reputed company, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will reputed company the federal government with your reputed company I-9 information to confirm that you are authorized to work in the U.S.

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