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Senior Customer Success Onboarding - Remote

Posted 4 days ago
Customer Service
Full Time
USA
$110,000 - $130,000/year

Overview

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.

In Short

  • Host Kickoff calls and customized training sessions for customers.
  • Run dedicated customer office hours for large user groups.
  • Maintain and update training materials for consistency and accuracy.
  • Facilitate technical setup needs for customers.
  • Send post-training follow-ups and collect customer feedback.
  • Log and escalate customer questions or technical issues.
  • Track onboarding progress in project software/tools.
  • Collaborate cross-functionally with internal teams.
  • Support user provisioning and setup tasks.
  • Log customer issues and bugs for follow-up with R&D.

Requirements

  • 5+ years of experience in customer onboarding/training or customer success.
  • Strong verbal and written communication skills.
  • Comfort with video conferencing and screen-sharing tools.
  • Excellent attention to detail.
  • Familiarity with project tracking tools is a plus.
  • Passion for helping customers succeed.

Benefits

  • Flexible paid time off policy and 10 paid holidays.
  • Parental leave for all full-time employees.
  • Medical, dental, and vision benefits for employees and 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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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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