Vanilla Technologies is a leading estate planning technology firm founded by Steve Lockshin, backed by prominent investors including Venrock and Michael Jordan. The company offers innovative software that processes over 40,000 estate planning documents annually, connecting to $250 billion in assets and widely adopted by institutions like Mariner Wealth Advisors and Vanguard. With a team of experienced planners and a distinguished legal advisory board, Vanilla is setting new standards in the industry.
Open Positions
Senior Software Engineer - AI Applications
6+ years of experience in software engineering, machine learning, and AI
Account Executive, Mid-Market
5+ years of total working experience, 1+ year of experience in full cycle software or SaaS sales, and 3+ years of experience in wealth management
Front End Engineer
5+ years of frontend engineering experience, Deep expertise in React and TypeScript, Strong understanding of atomic design principles and scalable component architecture
Strategic Partnerships Director
8+ years in BD, partnerships, or strategic sales in fintech or financial services; experience with enterprise FS channels; strong negotiation skills
Customer Care Specialist
3+ years of Customer Support experience, 3+ years of experience supporting customers in SaaS platforms, Proven results in driving positive customer experience
Senior Manager, Customer Support
6+ years of SaaS Support or Customer Operations leadership experience; Proven experience building and scaling support functions in high-growth environments; Strong people leadership skills, with a track record of coaching, developing, and holding high-performing teams to clear standards
Senior Director, Product Management
10+ years in product management, including team leadership; demonstrable track record building and scaling B2B SaaS products; AI & Technical Fluency: Experience with AI/ML products (LLMs, prompting, evaluation)