About the job
About Us
At Vanilla, we are driven by a vision to revolutionize estate planning by making it modern, intuitive, and intelligent. As the pioneering AI-powered estate advisory platform, we are committed to transforming the way wealth is passed down through generations. Our innovative technology integrates scenario modeling, client visualization, and document creation into a cohesive digital experience.
Our talented team consists of experts from various fields including estate planning, wealth management, and SaaS startups. We embrace a flexible, distributed work culture across the U.S., offering a mix of remote and hybrid roles while maintaining close collaboration. At Vanilla, you will work alongside inquisitive builders and problem-solvers who thrive in a fast-paced environment, valuing autonomy and impact. Here, you won’t just be part of a company; you’ll play a crucial role in shaping it. If you are passionate about solving challenging problems, moving swiftly, and witnessing the tangible impact of your work within a growing startup, we would love to connect with you.
Working Location
This is a fully remote position, but candidates must reside in 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.
As a Senior Customer Success Onboarding Specialist, you will play a pivotal role in ensuring that new Vanilla customers realize the full value of our platform promptly. This position is integral to our Premium Onboarding Program, which focuses on high-touch experiences for high-ARR customers with multiple licenses. You will facilitate personalized project management and provide a superior onboarding and training experience while proactively engaging with customers to help them achieve early adoption milestones.
Joining Vanilla’s Customer Onboarding Team means collaborating closely with Account Executives and Customer Success Managers. You will lead guided training sessions, manage communications with customers, and ensure their onboarding journey follows established workflows. Your objective will be to accelerate time-to-value and secure early ROI for our clients within the onboarding period.

