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Customer Success Manager - Remote

Posted Yesterday
Customer Service
Full Time
USA
$90,000 - $120,000/year

Overview

As a Customer Success Manager at Vanilla, you will manage customer outcomes across multiple accounts, focusing on engagement, adoption, and retention.

In Short

  • Manage a shared portfolio of customers with a focus on engagement and retention.
  • Execute automated success plays for onboarding and renewal.
  • Monitor account health and usage data to identify at-risk customers.
  • Collaborate with cross-functional teams to enhance customer experience.
  • Document customer interactions in CRM systems.
  • Track and report portfolio metrics for continuous improvement.
  • Advocate for customer needs to influence strategy.
  • 2+ years of experience in Customer Success or related roles.
  • Strong understanding of customer retention principles.
  • Excellent communication and relationship-building skills.

Requirements

  • 2+ years of experience in Customer Success, Account Management, or related B2B SaaS roles.
  • Proven track record of driving customer retention and renewals.
  • Ability to manage a high volume of customer accounts.
  • Proficiency with CRM and customer success tools.
  • Analytical skills to measure customer health and identify risks.
  • Cross-functional collaboration experience.
  • Process improvement mindset.
  • Excellent communication skills with high emotional intelligence.
  • Adaptability and tech-savviness.

Benefits

  • Flexible paid time off policy and 10 company-wide paid holidays.
  • Parental leave for all full-time employees.
  • Medical, dental, and vision benefits coverage.
  • 401K eligibility after one month of employment.
  • Budget for learning & development.
  • Free estate planning documents.
  • Paid parking or transit for hybrid employees.
Vanilla Technologies logo

Vanilla Technologies

Vanilla Technologies is a leading estate advisory platform that simplifies holistic wealth planning for clients. The company offers powerful software solutions for client engagement, estate planning, analysis, and document creation, enhanced by over 180 years of trust and expertise in tax and estate (T&E) matters. Trusted by top advisors from renowned firms such as Vanguard, Mariner, and Hightower, Vanilla enables the modeling of over 16,000 client estates, helping to grow revenue and foster long-term relationships in the wealth management sector.

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