Customer Success Manager

Vanilla Technologies is a software company specializing in cloud-native solutions and digital transformation services. Founded in 2015, the company focuses on delivering innovative software products and consulting services that help businesses modernize their IT infrastructure and accelerate their digital journeys. Their expertise includes cloud computing, DevOps, and custom software development, serving clients across various industries. Vanilla Technologies aims to empower organizations with scalable, secure, and efficient technology solutions to drive growth and operational excellence.

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 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, or Washington, D.C.

**Job Summary:** As a Pooled Customer Success Manager (CSM) at Vanilla, you’ll be part of a shared Customer Success team supporting a large portfolio of lower-ACV or smaller-license clients. You’ll manage customer outcomes across multiple accounts rather than owning a dedicated book of business. Reporting to the Senior Director of Customer Success, you’ll focus on efficient onboarding, scalable adoption, proactive retention, and operational excellence. This role is well-suited for a Customer Success professional who excels in structured, team-based environments and enjoys influencing customer retention, adoption, and overall satisfaction at scale.

**Responsibilities:**
- 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.

**Required Qualifications:**
- 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.

**Preferred Qualifications:**
- Experience in financial services or wealth management, with a strong understanding of industry-specific client needs.
- Familiarity with regulatory and compliance considerations relevant to financial services clients.
- Background in managing high-value or complex client relationships in a regulated industry.

**Salary Range:** $90,000 to $120,000. 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.

Support a large portfolio of clients by managing onboarding, adoption, and retention in a remote, flexible environment.

United States

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 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, or Washington, D.C.

**Job Summary:** As a Pooled Customer Success Manager (CSM) at Vanilla, you’ll be part of a shared Customer Success team supporting a large portfolio of lower-ACV or smaller-license clients. You’ll manage customer outcomes across multiple accounts rather than owning a dedicated book of business. Reporting to the Senior Director of Customer Success, you’ll focus on efficient onboarding, scalable adoption, proactive retention, and operational excellence. This role is well-suited for a Customer Success professional who excels in structured, team-based environments and enjoys influencing customer retention, adoption, and overall satisfaction at scale.

**Responsibilities:**
- 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.

**Required Qualifications:**
- 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.

**Preferred Qualifications:**
- Experience in financial services or wealth management, with a strong understanding of industry-specific client needs.
- Familiarity with regulatory and compliance considerations relevant to financial services clients.
- Background in managing high-value or complex client relationships in a regulated industry.

**Salary Range:** $90,000 to $120,000. 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.Requirements:<ul><li> 2+ years of experience in Customer Success, Account Management, or related B2B SaaS roles.</li><li> Proven track record of driving customer retention, renewals, and account growth through consultative engagement.</li><li> Demonstrated ability to manage a high volume of customer accounts with strong attention to detail and prioritization.</li><li> Solid understanding of customer retention principles and how to influence renewal outcomes at scale.</li><li> Strong understanding of the customer lifecycle with demonstrated ability to meet or exceed revenue targets.</li><li> Proficiency with CRM and customer success tools (e.g., Salesforce, Totango, Gainsight, or equivalent).</li><li> Analytical and problem-solving skills: able to use data to measure customer health, identify risks/opportunities, and resolve escalations effectively.</li><li> Cross-functional collaboration experience: skilled at being the voice of the customer and influencing product, sales, and support initiatives.</li><li> Process improvement mindset with experience optimizing tools and workflows for scalability.</li><li> Excellent communication and relationship-building skills with high emotional intelligence and empathy.</li><li> Adaptability and tech-savviness: comfortable learning new tools quickly and thriving in a fast-paced, high-growth environment.</li></ul>Benefits:<ul><li> Flexible paid time off policy and 10 company-wide paid holidays.</li><li> Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents.</li><li> Medical, dental, and vision benefits coverage for employees and their families.</li><li> 401K eligibility after one month of employment.</li><li> Free estate planning documents.</li><li> Budget for learning & development and home office setup.</li><li> Paid parking or transit for hybrid and in-office employees.</li></ul>

Vanilla Technologies

Customer Success Manager Support a large portfolio of clients by managing onboarding, adoption, and retention in a remote, flexible environment. 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 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, or Washington, D.C.

**Job Summary:** As a Pooled Customer Success Manager (CSM) at Vanilla, you’ll be part of a shared Customer Success team supporting a large portfolio of lower-ACV or smaller-license clients. You’ll manage customer outcomes across multiple accounts rather than owning a dedicated book of business. Reporting to the Senior Director of Customer Success, you’ll focus on efficient onboarding, scalable adoption, proactive retention, and operational excellence. This role is well-suited for a Customer Success professional who excels in structured, team-based environments and enjoys influencing customer retention, adoption, and overall satisfaction at scale.

**Responsibilities:**
- 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.

**Required Qualifications:**
- 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.

**Preferred Qualifications:**
- Experience in financial services or wealth management, with a strong understanding of industry-specific client needs.
- Familiarity with regulatory and compliance considerations relevant to financial services clients.
- Background in managing high-value or complex client relationships in a regulated industry.

**Salary Range:** $90,000 to $120,000. 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. Customer Success Manager Technical Customer Success Manager Vanilla Technologies Information Technology and Services Software Development Cloud Computing 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 Washington, D.C.

As a Customer Success Manager at Vanilla, you will oversee customer outcomes across multiple accounts, focusing on onboarding, adoption, and retention. This role offers remote work within specific U.S. states and involves collaboration across teams to enhance customer satisfaction.

Salesforce Technical Manager

Patch My PC is a software company specializing in providing automated patch management solutions for Microsoft Windows and third-party applications. Their flagship product helps IT administrators streamline the process of keeping software up to date, reducing security risks and improving system stability. Founded in 2011, Patch My PC focuses on simplifying endpoint management through integration with Microsoft Endpoint Configuration Manager and Microsoft Intune. The company is recognized for its reliable, easy-to-use tools that enhance IT operational efficiency and security compliance.

At Patch My PC, we exist to improve lives by providing enterprise solutions that automate and manage third-party updates for IT and Security teams. We support over 9,000 customers and 26 million devices, focusing on making patching easier, boosting security, and saving time for IT teams. The Salesforce Technical Manager will lead the team responsible for designing, building, and optimizing Salesforce and connected GTM systems, combining strategic ownership, leadership, and technical expertise. Responsibilities include leading a high-performing team, owning the Salesforce roadmap, supporting configuration and development, ensuring solution quality, driving change management, and collaborating on system issues and integrations. The role requires a mix of strategic planning and hands-on technical work, including code reviews, architecture guidance, and stakeholder communication. The ideal candidate has extensive Salesforce experience, team leadership skills, and a strong understanding of Salesforce Cloud products.

Lead and manage the Salesforce team, overseeing platform design, development, and optimization to support business growth.

At Patch My PC, we exist to improve lives by providing enterprise solutions that automate and manage third-party updates for IT and Security teams. We support over 9,000 customers and 26 million devices, focusing on making patching easier, boosting security, and saving time for IT teams. The Salesforce Technical Manager will lead the team responsible for designing, building, and optimizing Salesforce and connected GTM systems, combining strategic ownership, leadership, and technical expertise. Responsibilities include leading a high-performing team, owning the Salesforce roadmap, supporting configuration and development, ensuring solution quality, driving change management, and collaborating on system issues and integrations. The role requires a mix of strategic planning and hands-on technical work, including code reviews, architecture guidance, and stakeholder communication. The ideal candidate has extensive Salesforce experience, team leadership skills, and a strong understanding of Salesforce Cloud products.Requirements:<ul><li> 7+ years of Salesforce experience (Admin, Developer, Architect, or similar).</li><li> 3+ years of team leadership or people management experience.</li><li> Hands-on Salesforce development ability (Apex, Flow Orchestration, API troubleshooting).</li><li> Experience conducting code reviews, solution reviews, and technical design reviews.</li><li> Strong understanding of Salesforce Sales Cloud and Service Cloud.</li><li> Ability to bridge technical and business concepts effectively.</li><li> Experience with Agile project methodologies and structured change management.</li><li> Excellent communication and stakeholder partnership skills.</li></ul>Benefits:<ul><li> 401k Match: Match 200% of contributions up to the first 5% of salary, resulting in a total potential match of 10%.</li><li> Medical, Dental, and Vision Coverage: Patch My PC covers 99% of premiums for both team members and dependents.</li><li> FSA/HSA.</li><li> Fertility benefits.</li><li> Parental leave.</li><li> Paid-time off (PTO).</li><li> Volunteer leave.</li><li> Charitable donation matching.</li><li> Tuition reimbursement.</li><li> Gym membership reimbursement.</li><li> Internet stipend.</li><li> Pet insurance.</li></ul>

Patch My PC

Salesforce Technical Manager Lead and manage the Salesforce team, overseeing platform design, development, and optimization to support business growth. At Patch My PC, we exist to improve lives by providing enterprise solutions that automate and manage third-party updates for IT and Security teams. We support over 9,000 customers and 26 million devices, focusing on making patching easier, boosting security, and saving time for IT teams. The Salesforce Technical Manager will lead the team responsible for designing, building, and optimizing Salesforce and connected GTM systems, combining strategic ownership, leadership, and technical expertise. Responsibilities include leading a high-performing team, owning the Salesforce roadmap, supporting configuration and development, ensuring solution quality, driving change management, and collaborating on system issues and integrations. The role requires a mix of strategic planning and hands-on technical work, including code reviews, architecture guidance, and stakeholder communication. The ideal candidate has extensive Salesforce experience, team leadership skills, and a strong understanding of Salesforce Cloud products. Salesforce Technical Manager Sales Patch My PC Information Technology and Services Software Development IT Management Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada Ohio Oklahoma Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Washington Wisconsin West Virginia Wyoming

This role involves leading a Salesforce team, providing technical guidance, and ensuring platform excellence. The manager will also contribute hands-on to configuration, development, and solution design.

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