
51 - 200 employees
Founded 2019
đź Consulting
âď¸ Legal
đĽ Healthcare
đ° $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 â 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.
đĽ 27 minutes ago
đľ Arizona, California, +16 more states â Remote
đľ $75k - $90k / year
â° Full Time
đ˘ Junior
đĄ Mid-level
đ° Business Development (BDR)
đŤđ¨âđ No degree required
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51 - 200 employees
Founded 2019
đź Consulting
âď¸ Legal
đĽ Healthcare
đ° $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 â 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.
⢠Identify, research, and engage target accounts and prospects through thoughtful, multi-channel outbound outreach ⢠Work toward quarterly targets for qualified pipeline, meetings, and outbound activity ⢠Create Account Plans for priority accounts and tailor outreach based on company, persona, business need, and buying signals ⢠Develop and test personalized messaging across segments, personas, and use cases ⢠Partner with Marketing on targeted and account-based campaigns and measure engagement and pipeline ⢠Use AI for prospect research, lead qualification, personalization, messaging, buying-signal identification, and follow-up ⢠Experiment with lightweight AI agents and automated workflows to make prospecting more scalable ⢠Connect and optimize tools across Salesforce, prospecting, enrichment, sales engagement, and marketing ⢠Maintain accurate Salesforce account and opportunity data and use reports and dashboards to track performance ⢠Create qualified pipeline while helping build a smarter outbound sales engine
⢠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 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 ⢠Must be based in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, or Washington ⢠Must be legally authorized to work in the United States ⢠Experience with Salesforce, Relevance, Gong, or similar GTM and automation tools is a plus
⢠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 ⢠Performance based bonus ⢠Equity
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