About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Job Summary

Vanilla is seeking a Staff Software Engineer - AI Applications with a strong background in software development, data science, machine learning, and artificial intelligence. You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineering skills will come into play here as you’ll take ownership in constructing services to ingest structured results. If you’re a proactive problem-solver who lives to disrupt archaic processes with cutting-edge technology, this is the job for you.

As a Staff Software Engineer, you will work collaboratively with engineering and subject matter experts to find innovative and disruptive uses of AI to streamline (or replace) workflows.

Responsibilities

• Machine learning and AI: You are passionate and knowledgeable about the current and future state of AI.

  • You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineer skills will come into play here as you'll take ownership in constructing services to ingest results.

  • You will work with product, and engineering teams and build models/services that can ingest data, extract key information and surface insights.

  • You can build tooling to support model training, evaluation, inference serving, monitoring and alerting.

  • You want to use the latest ML frameworks and open source tools to develop new model training pipelines.

• Hands On Coding: You have direct experience with software engineering and are familiar with modern languages like Python, Javascript, Go, Rust

  • You have experience building microservices and understand the tradeoffs of the approach.

• Data handling: You can identify, extract, transform, and load data from disparate sources into a centralized system. You are able to normalize, cleanse, and validate this data.

• Database management: You are able to design and implement schemas, optimize queries, and manage database performance.

• Project management: You must be an effective self-organizer: prioritize tasks, manage resources, and communicate effectively with non-technical stakeholders.

• Collaboration: We are one team. You must be able to collaborate with engineers, subject matter experts, product managers, and designers to ensure the success of projects.

Qualifications

• Bachelor's degree in Computer Science, Engineering, a related field, or equivalent practical experience.

• 8+ years relevant work experience.

• Proficiency in modern programming languages such as Python or Javascript.

• Experience with OpenAI, Anthropic, or similar for both chat and API interfaces.

• Deep understanding of machine learning and AI technologies, including the ability to design, train, and implement machine learning models and use natural language processing techniques for automation.

• Production experience with scalability and best-practices of AI infrastructure.

• Must have experience with AI observability, monitoring, and signaling using tools like LangChain or LangGraph.

• Hands-on experience using RAG and chunking to tune LLM performance.

• Experienced with LLM orchestration tooling and decision frameworks.

• Experience or exposure building agentic capabilities and workflows.

• Experience or exposure to evaluation testing frameworks.

• Ability to effectively articulate technical challenges and solutions.

• Deal well with ambiguous/undefined problems; ability to think abstractly.

• Knowledge of professional software engineering practices & best practices for the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations.

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.

You Might Be a Great Fit If:

• You have hands-on experience with AI and Large Language Models (LLMs). You’ve worked with OpenAI, GPT models, or other similar technologies and have integrated them into real-world applications.

• You are a critically thinking software engineer. You have built and maintained scalable microservices and understand the tradeoffs of this architecture.

• You can build AI-powered applications with high accuracy. You understand the challenges of AI implementation and know how to optimize models, fine-tune them, and create efficient pipelines for training, evaluation, and deployment.

• You are a problem-solver and innovator. You love tackling undefined, ambiguous problems and applying AI to disrupt outdated processes. You’re excited about revolutionizing estate planning with cutting-edge technology.

You May Not Be a Great Fit If:

• You are primarily a data scientist or ML researcher, rather than a software engineer. While AI and machine learning are key components of this role, we need a strong application developer first. You should be comfortable building production-ready software, integrating AI models into applications, designing APIs, and working with databases. If your experience is mostly in research, data modeling, or experimentation without deploying AI-driven applications, this may not be the right fit.

• You prefer working in highly structured, slow-moving environments. At Vanilla, we move fast and iterate quickly.

The salary range for this role is $190,000 to $210,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Job Summary

Vanilla is seeking a Senior Software Engineer - AI Applications with a strong background in software development, data science, machine learning, and artificial intelligence. You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineering skills will come into play here as you’ll take ownership in constructing services to ingest structured results. If you’re a proactive problem-solver who lives to disrupt archaic processes with cutting-edge technology, this is the job for you.

As a Senior Software Engineer, you will work collaboratively with engineering and subject matter experts to find innovative and disruptive uses of AI to streamline (or replace) workflows.

Responsibilities

• Machine learning and AI: You are passionate and knowledgeable about the current and future state of AI.

  • You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineer skills will come into play here as you'll take ownership in constructing services to ingest results.

  • You will work with product, and engineering teams and build models/services that can ingest data, extract key information and surface insights.

  • You can drive technical vision and leverage open source technologies and cloud services to build an AI/ML platform.

  • You can build tooling to support model training, evaluation, inference serving, monitoring and alerting.

  • You want to use the latest ML frameworks and open source tools to develop new model training pipelines.

• Hands On Coding: You have direct experience with software engineering and are familiar with modern languages like Python, Javascript, Go, Rust

  • You have experience building microservices and understand the tradeoffs of the approach.

• Data handling: You can identify, extract, transform, and load data from disparate sources into a centralized system. You are able to normalize, cleanse, and validate this data.

• Database management: You are able to design and implement schemas, optimize queries, and manage database performance.

• Project management: You must be an effective self-organizer: prioritize tasks, manage resources, and communicate effectively with non-technical stakeholders.

• Collaboration: We are one team. You must be able to collaborate with engineers, subject matter experts, product managers, and designers to ensure the success of projects.

Qualifications

• Bachelor's degree in Computer Science, Engineering, a related field, or equivalent practical experience.

• 6+ years relevant work experience.

• Proficiency in, at least, one modern programming language such as Python or Javascript.

• Experience building commercial SaaS solutions.

• Experience integrating with backend services, and APIs.

• Experience with OpenAI, Anthropic, or similar for both chat and API interfaces.

• Deep understanding of machine learning and AI technologies, including the ability to design, train, and implement machine learning models and use natural language processing techniques for automation.

• Experience with tuning AI performance and scalability of AI infrastructure.

• Preferred experience with AI observability, monitoring, and signaling with tools such as LangChain or LangGraph.

• Experienced with LLM orchestration tooling and decision frameworks.

• Experience or exposure building agentic capabilities and workflows.

• Experience or exposure to evaluation testing frameworks.

• Exceptional candidates will have direct experience with RAG for tuning LLMs.

• Experience with API design and accessing data from external sources.

• Ability to effectively articulate technical challenges and solutions.

• Deal well with ambiguous/undefined problems; ability to think abstractly.

• Knowledge of professional software engineering practices & best practices for the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations.

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.

You Might Be a Great Fit If:

• You have hands-on experience with AI and Large Language Models (LLMs). You’ve worked with OpenAI, GPT models, or other similar technologies and have integrated them into real-world applications.

• You are a critically thinking software engineer. You have built and maintained scalable microservices and understand the tradeoffs of this architecture.

• You can build AI-powered applications with high accuracy. You understand the challenges of AI implementation and know how to optimize models, fine-tune them, and create efficient pipelines for training, evaluation, and deployment.

• You are a problem-solver and innovator. You love tackling undefined, ambiguous problems and applying AI to disrupt outdated processes. You’re excited about revolutionizing estate planning with cutting-edge technology.

You May Not Be a Great Fit If:

• You are primarily a data scientist or ML researcher, rather than a software engineer. While AI and machine learning are key components of this role, we need a strong application developer first. You should be comfortable building production-ready software, integrating AI models into applications, designing APIs, and working with databases. If your experience is mostly in research, data modeling, or experimentation without deploying AI-driven applications, this may not be the right fit.

• You prefer working in highly structured, slow-moving environments. At Vanilla, we move fast and iterate quickly.

The salary range for this role is $160,000 to $190,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Job Summary

Vanilla is seeking a Software Engineer - AI Applications with a strong background in software development, data science, machine learning, and artificial intelligence. You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineering skills will come into play here as you’ll take ownership in constructing services to ingest structured results. If you’re a proactive problem-solver who lives to disrupt archaic processes with cutting-edge technology, this is the job for you.

As a Software Engineer, you will work collaboratively with engineering and subject matter experts to find innovative and disruptive uses of AI to streamline (or replace) workflows.

Responsibilities

• Machine learning and AI: You are passionate and knowledgeable about the current and future state of AI.

  • You will be utilizing existing Large Language Models to build applied AI applications focused on producing high accuracy rates. Your software engineer skills will come into play here as you'll take ownership in constructing services to ingest results.

  • You will work with product, and engineering teams and build models/services that can ingest data, extract key information and surface insights.

  • You can build tooling to support model training, evaluation, inference serving, monitoring and alerting.

  • You want to use the latest ML frameworks and open source tools to develop new model training pipelines.

• Hands On Coding: You have direct experience with software engineering and are familiar with modern languages like Python, Javascript, Go, Rust

  • You have experience building microservices and understand the tradeoffs of the approach.

• Data handling: You can identify, extract, transform, and load data from disparate sources into a centralized system. You are able to normalize, cleanse, and validate this data.

• Database management: You are able to design and implement schemas, optimize queries, and manage database performance.

• Collaboration: We are one team. You must be able to collaborate with engineers, subject matter experts, product managers, and designers to ensure the success of projects.

Qualifications

• Bachelor's degree in Computer Science, Engineering, a related field, or equivalent practical experience.

• 4+ years relevant work experience.

• Proficiency in, at least, one modern programming language such as Python or Javascript.

• Experience integrating with backend services, and APIs.

• Experience with OpenAI, Anthropic, or similar for both chat and API interfaces.

• Understanding of machine learning and AI technologies, including the ability to design, train, and implement machine learning models and use natural language processing techniques for automation.

• Experience with tuning AI performance and scalability of AI infrastructure.

• Bonus experience with AI observability, monitoring, and signaling with tools such as LangChain or LangGraph, or experience with RAG for tuning LLMs.

• Experience with API design and accessing data from external sources.

• Ability to effectively articulate technical challenges and solutions.

• Deal well with ambiguous/undefined problems; ability to think abstractly.

• Knowledge of professional software engineering practices & best practices for the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations.

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.

You Might Be a Great Fit If:

• You have hands-on experience with AI and Large Language Models (LLMs). You’ve worked with OpenAI, GPT models, or other similar technologies and have integrated them into real-world applications.

• You are a critically thinking software engineer. You have built and maintained scalable microservices and understand the tradeoffs of this architecture.

• You can build AI-powered applications with high accuracy. You understand the challenges of AI implementation and know how to optimize models, fine-tune them, and create efficient pipelines for training, evaluation, and deployment.

• You are a problem-solver and innovator. You love tackling undefined, ambiguous problems and applying AI to disrupt outdated processes. You’re excited about revolutionizing estate planning with cutting-edge technology.

You May Not Be a Great Fit If:

• You are primarily a data scientist or ML researcher, rather than a software engineer. While AI and machine learning are key components of this role, we need a strong application developer first. You should be comfortable building production-ready software, integrating AI models into applications, designing APIs, and working with databases. If your experience is mostly in research, data modeling, or experimentation without deploying AI-driven applications, this may not be the right fit.

• You prefer working in highly structured, slow-moving environments. At Vanilla, we move fast and iterate quickly.

The salary range for this role is $130,000 to $160,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Working Location

This role is a remote position, you must be based out of one of the following states: Arizona,California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah or Washington

Job Summary

We're looking for a deeply experienced Senior Frontend Engineer to raise the bar for frontend architecture and quality in our AI team, align it with the broader application best practices, and help promote frontend excellence across teams.

This is not a feature factory role. This is a high ownership, cross team leadership role.

What You’ll Do:

• Own frontend architecture and quality for all AI features.

• Align AI frontend implementation with wider application standards, including shared components, service API patterns, and design system usage.

• Partner with organization frontend leaders to learn, internalize, and propagate best practices across teams.

• Contribute to and evolve our shared design system and atomic component architecture.

• Drive consistency across shared components, service APIs, and UI patterns.

• Lead large, complex frontend initiatives end to end.

• Work closely with Product and Design to translate ambiguous ideas into scalable, high quality UI systems.

• Provide strong technical direction and mentorship to frontend contributors.

• Establish frontend observability and tracking standards, including analytics and instrumentation.

• Ensure performance, accessibility, and maintainability across the UI surface area.

• Collaborate with backend and ML engineers to integrate AI powered experiences into a production grade frontend.

What We’re Looking For:

Senior Level Frontend Depth

• 5+ years of frontend engineering experience.

• Deep expertise in React and TypeScript.

• Strong understanding of atomic design principles and scalable component architecture.

• Proven experience contributing to or leading a design system.

• Experience maintaining frontend quality across multiple teams or product surfaces.

• Experience with GraphQL and/or RESTful APIs.

Technical Leadership

• Communicates blockers and concerns early, with clear reasoning and a focus on business impact.

• Able to advocate for quality and architectural direction with concrete examples and data.

• Experience mentoring engineers and raising frontend standards.

• Experience using AI tools to assist in development and design.

Product & Quality Mindset

• Experience implementing analytics and tracking.

• Familiarity with tools like Datadog or similar observability platforms.

• Preferred experience running or implementing A/B tests and using experimentation to inform product decisions.

• Strong collaboration history with product designers using Figma and wireframes.

• Comfortable resolving design inconsistencies proactively, not passively.

Cross Functional Strength

• Experience working across teams and bringing alignment to shared patterns.

• Able to embed temporarily with another engineering group to internalize best practices and bring them back.

Nice to Have:

• Experience integrating AI or ML driven features into production UIs.

• Familiarity with GraphQL and service oriented frontend architecture.

• Experience working in fast growing startup environments.

• Experience with Rails or Python is a plus.
  

Why This Role Matters

• VAI is at an inflection point. We need a frontend leader who can elevate quality, align with application frontend standards, and confidently deliver large scale UI projects.

• This role will directly influence how AI powered features are experienced by advisors and ensure frontend excellence across the platform.

The salary range for this role is $160,000 to $190,000 Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Working Location

This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington

Job Summary

We’re looking for a Senior Product Marketing Manager to own how our products are positioned, launched, and adopted in the market. You’ll sit at the intersection of Product, Sales, Customer Success, and Marketing—shaping our narrative, enabling revenue teams, and ensuring we build and sell what customers truly need. This is a highly visible role with significant ownership, combining strategic leadership with hands-on execution in a lean, collaborative environment, and includes direct management and mentorship of a product marketing team member.

Responsibilities

Product Positioning & Messaging

• Own product positioning, messaging, and value propositions across key personas and segments

• Translate complex product capabilities into clear, compelling customer-facing narratives

• Maintain and evolve messaging frameworks as the product and market advance
  

Go-To-Market & Launches

• Lead end-to-end go-to-market planning for new products, features, and recurring releases

• Partner with product management and design to influence roadmap based on market and customer insights

• Own cross-functional launches across Marketing, Sales, and Customer Success
  

Sales & Revenue Enablement

• Create and maintain sales enablement assets (pitch decks, one-pagers, battlecards, FAQs)

• Train Sales, Customer Success, and Customer Care teams on product value, competitive differentiation, and use cases

• Support key deals with tailored messaging and competitive insights
  

Market, Customer & Competitive Insights

• Develop deep understanding of customer needs through research, interviews, and feedback loops

• Own competitive analysis and win/loss insights to inform strategy and enable teams

• Identify new market opportunities, segments, and ICP refinements
  

Content & Campaign Strategy

• Partner with Demand Gen and Content teams to inform campaigns, thought leadership, and product content

• Contribute to the production of content for presentations, events, sales enablement, website, and communications alongside internal stakeholders.
  

Required Qualifications

• 6+ years of experience in B2B SaaS Product Marketing, ideally within the financial services industry

• Experience in a growth-stage or mid-sized company

• Proven ownership of product launches, positioning, and sales enablement

• Strong storytelling and messaging skills—clear, concise, and customer-focused

• Ability to synthesize technical concepts into business value

• Strategic thinker with a bias toward execution

• Excellent cross-functional communication and stakeholder management
  

Nice to Have

• Experience marketing to RIAs, broker-dealers, banks, and financial institutions.

• Prior exposure to PLG, usage-based pricing, or complex SaaS products

• Experience working closely with Sales in a quota-carrying environment
  

The salary range for this role is $165,000 to $175,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Working Location

This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington

Job Summary

As an Account Executive, you are responsible for identifying and developing new opportunities within our core market with a focus on private wealth / family offices. This includes managing the full sales cycle for Vanilla's prospects from lead management to closing new sales. You will work closely with prospective customers as a trusted advisor who deeply understands the unique challenges and goals of wealth management professionals. Reporting to the Vice President of Sales, the team will work cross functionally with marketing, customer success and product to ensure Vanilla is well positioned to meet its revenue targets and grow the business.

Responsibilities

• Identify high-potential prospective customers from inbound leads and outbound prospecting.

• Develop and implement full sales cycle strategies for driving product adoption and expansion within existing Vanilla customers.

• Utilize Salesforce to track the full lifecycle of opportunities to ensure monthly and quarterly forecasts are up-to-date on a weekly basis.

• Craft engagement strategies to build, grow and expand Vanilla’s footprint within RIAs and independent broker / dealers.

• Responsible for meeting quarterly sales quota in Vanilla's middle market segment.

• Respond to all inbound inquiries in a manner that is consistent with Vanilla’s brand and reputation.

• Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.

• Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations.

• Provide input for new marketing collateral that enables the sales process, including presentation decks, factsheets, client case studies and more.

• Willing to travel up to once per month (approximately twice per quarter) for prospect events and in-person meetings.

Qualifications

• 5+ years total working experience with a combination of 1+ years of experience in full cycle software or SaaS sales combined with 3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate.

• Experience working in or selling to wealth management firms.

• Entrepreneurial spirit and ability to wear multiple hats / operate in a high-pace environment.

• Bring a sense of creativity in finding solutions for prospective clients, including creativity in pricing structure, press release or joint marketing, in-person presentations.

• Experience managing annual quotas with a record of quota over-achievement.

• Experience building strategic and creative territory plans in order to meet targets.

• Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract.

• Strong written and interpersonal communication skills to maintain many relationships throughout the sales process.

• Ability to understand complex customer needs and communicate concise, impactful solutions.

• Can operate joint mandates and increasing workloads while maintaining a high level customer experience.

Preferred Qualifications:

• Experience in full cycle selling of fintech or wealthtech SaaS products.

• Experience in scaling start up environments.

• Exposure and/or high level understanding of estate planning.

• Experience with Salesforce.

You Might Be a Great Fit If:

• You have a strong track record in SaaS, fintech, or wealth tech sales in a start up, successfully managing the entire sales process.

• You have had success in wealth management working as an advisor, planner, or associate and understand why a product like Vanilla would add value to that type of buyer because you have been in their shoes.

You May Not Be a Great Fit If:

• You don’t have experience in full-cycle software sales, if you haven’t worked in SaaS, fintech, or wealthtech sales, this role may be challenging.

• If you don’t have a background as an advisor, planner, or associate, it may be difficult to identify and connect with Vanilla’s target customers.

• You have experience in financial services but not in advisory roles - if you’ve worked in financial services or banking but haven’t been an advisor or similar type role, you may lack the necessary perspective for this role.

The compensation range for this role is a 50/50 split between base salary and variable compensation, for a total OTE (On-Target-Earnings) of $200,000-$240,000. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. This position is eligible for variable pay via a sales compensation plan and equity in the company. These plans pay according to achievement level against sales targets and/or business objectives.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Working Location

This role is a remote position, you must be based out of one of the following states: Arizona,California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah or Washington

Job Summary

Vanilla has built a scalable partnerships motion, and we’re looking for a commercially-minded individual contributor to take it further. As Strategic Partnerships Director, you’ll own our partner ecosystem across three tracks: revenue-generating distribution partnerships with IBDs, enterprise wealth platforms, and custodians; technology integrations that embed Vanilla into the advisor’s existing workflow; and professional firm channels, CPA firms, estate planning attorneys, and family office networks.

This is a high-impact IC role with significant autonomy. You’ll work cross-functionally with Sales, Marketing, Customer Success, and Product, reporting directly to the CRO with regular exposure to executive leadership.

Responsibilities

• Own partnership strategy across distribution, tech integrations, and professional channels

• Source, negotiate, and close partnerships; manage relationships end-to-end

• Navigate enterprise onboarding: security reviews, compliance, procurement

• Drive pipeline through the referral program and co-selling with Sales

• Partner with Product to evaluate and launch technology integrations

• Report performance and pipeline to ELT; represent Vanilla at industry events

Required Qualifications

• 8+ years in BD, partnerships, or strategic sales in fintech or financial services

• Track record of partner programs that drove pipeline and revenue—not just relationships

• Experience with enterprise FS channels: IBDs, TAMPs, custodians, or RIA platforms

• Strong negotiation skills; experience closing complex partnership agreements

• High EQ; can manage a large portfolio of relationships independently

• Must be authorized to work in the US; no visa sponsorship

Preferred Qualifications

• Familiarity with wealthtech: CRMs, portfolio management, custodians, planning tools

• Existing relationships in wealthtech, RIA, or IBD space

• Experience with estate planning or adjacent legal/tax fintech

✅ You Might Be a Great Fit If

• You’ve built a partnerships program from scratch and own it commercially

• You measure yourself by pipeline and revenue, not signed agreements

• You’re comfortable in C-suite pitches and technical integration conversations

• You build the playbook as you go and thrive without a lot of structure

❌ You May Not Be a Great Fit If

• You need a team or heavy process to be effective

• You hand off relationships after the deal is signed

• The wealthtech or estate planning space is entirely new to you

Compensation

The salary range for this role is $165,000 to $185,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About Us

We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.

Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.

Working Location

This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, or Washington

The Senior Customer Success Onboarding plays a critical role in ensuring that new Vanilla customers quickly experience value from our platform. This team member supports the Premium Onboarding Program—focused on high-touch, higher ARR, often many license customers—by facilitating customized project management and a high-quality onboarding and training experience and providing proactive engagement to help customers reach early adoption milestones and value.

You’ll join Vanilla’s Customer Onboarding Team and collaborate closely with AEs and CSMs, leading and delivering guided training, managing customer communications, and ensuring customers in onboarding progress through defined workflows. The goal: drive fast time to value and early ROI before the two-month onboarding mark.

Key Responsibilities

Training & Enablement

• Host Kickoff calls, customized training sessions to the customer and 1:1 screen-sharing sessions to walk customers through setup, features, and best practices.

• Run dedicated customer office hours for large user groups to support users needing extra help during onboarding.

• Maintain and update training materials (videos, guides, decks, and user documentation) to ensure consistency and accuracy across all content.

• Contribute to knowledge base updates—ensuring articles, FAQs, and help content stay up to date after product releases

• Facilitate any technical setup needs (e.g. SSO, IP whitelisting, etc.)

Customer Communication

• Send post-training follow-ups, collect customer feedback, and confirm next steps.

• Identify customers showing signs of low engagement and flag them for follow-up or additional outreach.

• Log and escalate customer questions or technical issues to Vanilla’s Customer Care (i.e. technical support) or Product/Engineering teams as appropriate.

Process & System Support

• Track onboarding progress in Vanilla’s project software/tools, ensuring all milestones and tasks stay on schedule.

• Collaborate/communicate cross-functionally with AE, CSM, Customer Care, Product/Engineering, etc. to keep projects running smoothly and keep all internal stakeholders informed

• Pull, clean, and summarize onboarding metrics, including training attendance, product usage, and time-to-value indicators.

• Support user provisioning and setup tasks to speed up customer activation and improve onboarding efficiency

• Log customer issues and bugs for follow-up with R&D in appropriate tool (e.g., Jira)

  
  

What You’ll Bring

• 5+ years of experience in customer onboarding/training, customer success, or customer support, ideally in a SaaS or service-oriented environment.

• Strong verbal and written communication skills with a friendly, clear, and professional tone.

• Comfort with video conferencing and screen-sharing tools to guide customers.

• Excellent attention to detail and ability to follow structured processes.

• Familiarity with project tracking tools (e.g., GUIDEcx, Totango, Salesforce, etc) is a plus.

• Passion for helping customers succeed and curiosity to learn about the Vanilla platform.

Success in This Role Looks Like

• Customers complete onboarding and training within two months.

• Customers reach first value milestones (e.g., leveraging Vanilla with a client) within 30 days.

• Training sessions are consistent, clear, and aligned with Vanilla’s onboarding playbook.

• Onboarding data is accurate, up to date, and visible to the broader CX team.

The salary range for this role is $110,000 to $130,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.