Customer Success Manager

Vanilla

4 months ago

4.5 on Glassdoor

Remote

Full Time

Manager

2 applicants

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About this role

As a Customer Success Manager at Vanilla, you will support a shared portfolio of lower-ACV clients, focusing on onboarding, adoption, retention, and operational excellence. You will execute standardized engagement strategies, monitor account health, collaborate cross-functionally, and utilize CRM tools to document interactions and drive continuous improvement. This role requires strong customer relationship skills, analytical abilities, and experience in a B2B SaaS environment, ideally within financial services or wealth management.

Skills

About Vanilla

www.justvanilla.com

Vanilla is a leading estate advisory platform that offers innovative and AI-powered software to help financial advisors streamline the estate planning process. It enables users to create personalized estate plans, visualize complex strategies, and enhance client engagement through dynamic visualizations and document automation. Vanilla’s solutions are tailored for wealth management professionals and designed to simplify estate planning for clients, thereby increasing advisor efficiency and strengthening client relationships. With a focus on collaboration, compliance, and customer support, Vanilla is transforming how estate planning is approached in the financial advisory space.