Customer Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🌵 Arizona, California, +16 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $110k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Vanilla

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Guide customers from onboarding through long-term adoption, ensuring they achieve business goals with Vanilla’s solutions • Create and manage Customer Success Plans for simple accounts and Strategic Customer Account Plans for complex accounts • Own the renewal process, identify expansion opportunities, and mitigate potential churn • Act as the voice of the customer by gathering insights and collaborating with Product, Sales, and Support • Implement and refine tools and processes to enhance customer engagement, track client health scores, and improve satisfaction • Align customer needs with company strategies through collaboration with Sales, Product, and Leadership • Contribute to a company-wide customer-obsessed mindset and long-term customer relationships

🎯 Requirements

• 5+ years of experience in Customer Success, Account Management, or related B2B SaaS roles • Proven track record driving customer retention, renewals, and account growth through consultative engagement • Experience developing success plans and customer-facing resources aligned with business objectives • Strong understanding of the customer lifecycle and ability to meet or exceed revenue targets • Proficiency with CRM and customer success tools such as Salesforce, Totango, Gainsight, or equivalent • Analytical and problem-solving skills using data to measure customer health, identify risks and opportunities, and resolve escalations • Cross-functional collaboration experience and ability to influence Product, Sales, and Support initiatives • 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 in a fast-paced, high-growth environment • Legally authorized to work in the United States • 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 • Preferred: 3+ years of experience in financial services or wealth management • Preferred: Familiarity with regulatory and compliance considerations relevant to financial services clients • Preferred: Background managing high-value or complex client relationships in a regulated industry

🏖️ Benefits

• Flexible paid time off policy • 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 • Home office setup budget • Performance-based bonus • Equity