Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.

Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 51-200Since 2019H1B No SponsorCompany SiteLinkedIn

Location

California + 20 moreAll locations: California, Colorado, Connecticut, Florida, Idaho, Illinois, Kentucky, Maine, New Jersey, New York, Ohio, Massachusetts, Minnesota, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington

Posted

121 days ago

Salary

$90K - $120K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Manage a shared portfolio of customers, focusing on engagement, adoption, and retention through standardized playbooks. • Execute automated and trigger-based success plays — including onboarding workflows, adoption nudges, and renewal reminders. • Monitor account health scores and usage data to identify at-risk customers and drive proactive outreach. • Support the renewal motion by managing assigned renewal pods or time-based cohorts, ensuring timely communication and coordination with Sales. • Collaborate cross-functionally with Support, Product, and Marketing to improve the customer experience and surface product insights. • Contribute to the development and improvement of CS processes, templates, and automation tools for scalable success delivery. • Document customer interactions and health indicators in CRM systems to maintain full visibility and accountability within the team. • Track and report portfolio metrics (health, retention, engagement) to drive continuous improvement. • Act as the voice of the customer, advocating for needs and sharing patterns with leadership to inform strategy.

Job Requirements

  • 2+ years of experience in Customer Success, Account Management, or related B2B SaaS roles.
  • Proven track record of driving customer retention, renewals, and account growth through consultative engagement.
  • Demonstrated ability to manage a high volume of customer accounts with strong attention to detail and prioritization.
  • Solid understanding of customer retention principles and how to influence renewal outcomes at scale.
  • Strong understanding of the customer lifecycle with demonstrated ability to meet or exceed revenue targets.
  • Proficiency with CRM and customer success tools (e.g., Salesforce, Totango, Gainsight, or equivalent).
  • Analytical and problem-solving skills: able to use data to measure customer health, identify risks/opportunities, and resolve escalations effectively.
  • Cross-functional collaboration experience: skilled at being the voice of the customer and influencing product, sales, and support initiatives.
  • Process improvement mindset with experience optimizing tools and workflows for scalability.
  • Excellent communication and relationship-building skills with high emotional intelligence and empathy.
  • Adaptability and tech-savviness: comfortable learning new tools quickly and thriving in a fast-paced, high-growth environment.

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

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