
51 - 200 employees
Founded 2019
💼 Consulting
⚖️ Legal
🏥 Healthcare
💰 $35M Series B - Vanilla on 2024-08
Consulting • Legal • Healthcare
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.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 8 hours ago
Business Development Representative generating pipeline for Vanilla’s AI-powered estate planning platform. Using AI agents, automation, and GTM tools to scale personalized outbound sales.
🌵 Arizona, California, +16 more states – Remote
💵 $75k - $90k / year
💰 $35M Series B - Vanilla on 2024-08
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Business Development (BDR)
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 3 days ago
Director of Sales leading mid-market and HNW/family-office sales for Vanilla’s AI-powered estate-planning platform. Installing methodology, generating pipeline, and improving forecast and team performance.
🌵 Arizona, California, +16 more states – Remote
💵 $175k - $190k / year
💰 $35M Series B - Vanilla on 2024-08
⏰ Full Time
🔴 Lead
🤑 Sales
👻 Ghost score 0%
🕒 4 days ago
Senior Product Manager owning integrations for Vanilla’s AI-powered estate planning platform. Defining technical specifications, partner strategy, and customer workflow success.
🌵 Arizona, California, +16 more states – Remote
💵 $170k - $180k / year
💰 $35M Series B - Vanilla on 2024-08
⏰ Full Time
🟠 Senior
✅ Product Manager
👻 Ghost score 0%
🕒 August 7
Customer Success Manager helping Vanilla modernize estate planning through its AI-powered advisory platform. Driving onboarding, adoption, renewals, expansion, and customer growth for B2B clients.
🌵 Arizona, California, +16 more states – Remote
💵 $110k - $130k / year
💰 $35M Series B - Vanilla on 2024-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
👻 Ghost score 0%
🕒 August 4
Senior Engineering Manager building AI-powered estate planning software at Vanilla. Leading engineers while coding, scaling systems, and shaping technical strategy.
🌵 Arizona, California, +16 more states – Remote
💵 $180k - $210k / year
💰 $35M Series B - Vanilla on 2024-08
⏰ Full Time
🟠 Senior
👮♀️ Software Engineering Manager
👻 Ghost score 0%