Senior Customer Success Onboarding

Vanilla(3 days ago)

RemoteFull TimeSenior$110,000 - $130,000Customer Success

About this role

The role involves managing the onboarding process for new customers on Vanilla's AI-powered estate planning platform. The focus is on providing customized training, ensuring quick value realization, and supporting customer engagement during the early stages of platform adoption.

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Required Skills

Customer Success
Training
Onboarding
SaaS
Communication
Project Management
Screen Sharing
Technical Support
Metrics Tracking
Customer Engagement

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.

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