Customer Success Manager

Vanilla Technologies Inc. (dba "Vanilla")

Remote, US
Base: $110,000 to $130,000; bonus/equity: performa...
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5+ years b2b saas experience
Proven track record in renewals
Experience with salesforce or gainsight
** Vanilla Technologies Inc. is seeking a Customer Success Manager to enhance client relationships and drive product adoption within their innovative, AI-powered estate advisory platform. The ideal candidate will have extensive experience in customer success within B2B SaaS, particularly in financial services or wealth management. **

Job Summary

  • Vanilla is an AI-powered estate advisory platform aiming to modernize how wealth is transferred across generations.
  • The Customer Success Manager will serve as the primary point of contact for customers, driving adoption and identifying growth opportunities.
  • The role offers a competitive salary range of $110,000 to $130,000 along with equity, performance bonuses, and comprehensive benefits including parental leave.

Matching Summary

Match Score: 75

** Vanilla Technologies Inc. is seeking a Customer Success Manager to enhance client relationships and drive product adoption within their innovative, AI-powered estate advisory platform. The ideal candidate will have extensive experience in customer success within B2B SaaS, particularly in financial services or wealth management. **

Salary

Base: $110,000 to $130,000; Bonus/Equity: Performance based bonus and equity included; Benefits: Flexible PTO, parental leave, medical/dental/vision, 401K

Skills & Requirements

Must-have

  • 5+ years B2B SaaS experience
  • Proven track record in renewals
  • Experience with Salesforce or Gainsight
  • Strategic customer account planning
  • Data-driven customer health analysis

Nice-to-have

  • Financial services industry background
  • Knowledge of regulatory compliance
  • High-value client relationship management
  • Fast-paced startup environment adaptability
  • Cross-functional collaboration skills

Key Requirements

  • 5+ years in Customer Success or Account Management
  • Proficiency with CRM tools like Salesforce
  • Experience in financial services preferred
  • Strong analytical and problem-solving skills

Work Rights

Must be authorized to work in the U.S.

Tailored Resume

Cover Letter