At Vanilla, we want to empower everyone to build a meaningful legacy. We envision a world where everyone is able to maximize the impact of their life’s work, and we believe in the power of technology and design to make it possible.
Pros
Typical start up bumps but a really supportive team that really cares about each other.Cons
None to share other that typical start up challenges that we face as a team.Finalist 2023: Financial & Investment Innovation category, ThinkAdvisor Luminaries Awards, 2023 Industry Awards Finalist 2023: Technology Providers Innovation Platforms and Specialized Planning Application, Wealthmanagement.com, 2023
Lead the product development of VAI, Vanilla’s intelligence layer, to define advisor-AI interactions, handle uncertainty, and build trust across AI-driven estate planning workflows.
Vanilla seeks a data-driven Customer Success Manager to manage a shared portfolio of B2B SaaS clients, improve adoption and retention through standardized plays and automation, and act as the voice of the customer.