Senior Product Manager

🕒 May 6

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Logo of Vanilla

Vanilla

51 - 200 employees

Founded 2019

🤝 B2B

☁️ SaaS

🤖 Artificial Intelligence

💰 $35M Series B - Vanilla on 2024-08

B2B • SaaS • Artificial Intelligence

Vanilla is a patented, AI-powered estate planning platform that provides wealth advisors, law firms, and financial professionals with tools to assess client estate health, model tax and trust strategies, and generate legal documents and polished visualizations. The platform includes an estate health check, document builder, scenario modeling (GRATs, SLATs, charitable strategies), and V/AI — an AI-driven assistant for document analysis, data extraction, and planning research. Vanilla is positioned as a B2B SaaS solution that helps advisory firms deepen client relationships, retain and grow assets under management, and streamline estate planning workflows for clients ranging from mass affluent to ultra high net worth.

📋 Description

• Translate high-level direction into clear, buildable scopes without waiting for perfect inputs • Partner with product leadership on priorities, then own the execution end-to-end • Write crisp, detailed requirements and user stories that anticipate edge cases, failure states, and dependencies • Work closely with engineering to break work down, remove blockers, and keep momentum high • Define success metrics and build lightweight dashboards or queries to monitor them • Lead discovery yourself—interviews, workflow mapping, quick validation loops • Collaborate with design to rapidly prototype, test, and refine interaction patterns • Identify opportunities for simplification across the product workflows and contribute to architectural cleanup • Champion AI internally by using it in your workflow and helping teammates adopt AI-first processes • Find valuable ways to embed AI into the product experience to delight our customers. • Drive alignment across engineering, design, and GTM so shipped work stays coherent and connected • Ship quickly, measure, learn, and iterate

🎯 Requirements

• 5+ years in product management, with direct ownership of shipping features • Experience working with commercial SaaS products, including embedded AI - ideally with hands-on familiarity (prompting, testing models, using AI tools to validate assumptions) • Comfortable turning messy, ambiguous problem spaces into structured, incremental delivery plans • Demonstrated ability to work closely with engineering and understand tradeoffs (latency, accuracy, model behavior, retrieval constraints) • Demonstrable use of AI tools in your own workflow (analysis, spec writing, research, QA) • Strong analytical skills and comfort working directly with data (SQL, Mixpanel, Looker, or similar is a plus) • Excellent written communication—you can write fast, clearly, and with enough precision for engineers to execute • Experience at startups, scale-ups, or any environment where velocity and autonomy matter • Experience in a SaaS company shipping commercial grade software.

🏖️ Benefits

• Flexible paid time off policy and 10 company-wide paid holidays • Parental leave, 4 weeks for all full-time employees and up to 12 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

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