About Us

Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Hightower trust Vanilla to model 16,000+ client estates, grow revenue, and expand relationships for generations to come.

Job Overview:

Reporting to the Chief Marketing Officer, you will be responsible for driving Vanilla’s narrative, GTM strategy, and customer expansion efforts. The ideal candidate has experience positioning new categories of products to both SMB & Enterprise buyers with a sharp focus on sales enablement.

This role is a remote position, you must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.

Key Responsibilities:

• Develop and refine Vanilla’s core narrative across audiences and segments

• Build and lead a world-class PMM team focused on ownership and execution

• Lead competitive intelligence & enablement programs to improve sales effectiveness

• Launch new products and capabilities that drive advisor adoption

• Develop content and collateral to support demand generation and expansion efforts

• Design and scale account-based expansion strategies and campaigns

• Partner closely with leadership to optimize customer acquisition costs

Qualifications:

• 5+ years of experience in Product Marketing focused on B2B software

• 2+ years of experience managing and leading high-performing teams

• Exceptional communication and storytelling skills

• Strong cross-functional collaboration experience, especially with sales teams

• Experience managing, aligning, and influencing C-level stakeholders

• Ability to work autonomously in a startup environment

• Strong analytical skills and a data-driven orientation

• Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future

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.