Vanilla
Vanilla is seeking a Customer Success Manager to serve as the primary point of contact for its AI-powered estate planning platform, guiding customers from onboarding through long-term adoption, managing renewals, and identifying growth opportunities. The role focuses on building lasting client relationships, collaborating cross‑functionally, and contributing to product and process improvements.
Headquarters
Bellevue, Washington, United States
Company Size
51-200 employees
Founded
2019
The #1 estate planning software for advisors. Simplify estate planning. Offer on-demand plans. Visualize client's estates with AI. Optimize taxes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vanilla.
9% above the average for this role