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.
Build the Next Generation of Support at Vanilla
Vanilla is scaling rapidly across customer segments and expanding product capabilities. As our customer base grows in complexity and sophistication, our Support function must evolve from reactive issue resolution to a strategic driver of clarity, retention, and product insight.
We are hiring a Sr Manager of Customer Support to architect the structural foundation for long-term scale. This leader will build a disciplined, data-driven, high-impact Support organization that reduces customer effort, strengthens cross-functional feedback loops, and ensures operational excellence keeps pace with company growth.
This is not a ticket-queue management role. It is a systems-building leadership role focused on designing scalable support models, embedding operational rigor, and positioning Support as a meaningful lever for retention and expansion. You will own and architect the end-to-end Support experience — from service design to tooling strategy to cross-functional alignment.
Within your first year, you will:
Establish clear, tiered support models aligned to customer complexity and value
Implement operational rigor across SLAs, escalation pathways, QA, and performance management
Build structured feedback loops between Support, Product, and Engineering that reduce systemic friction
Launch a scalable self-service and knowledge strategy that increases deflection and consistency
Improve measurable Support contribution to retention and expansion
Ensure Support operations scale predictably alongside company growth
What You’ll Do:
Strengthen support operations through scalable processes, clear escalation models, quality standards, root cause analysis, and strong accountability mechanisms
Reduce customer effort by identifying recurring friction patterns and systemic ticket drivers
Partner with Product and Engineering to resolve high-impact issues and implement structured, data-driven feedback loops with measurable reduction targets
Build and scale a self-service and knowledge strategy, owning knowledge base architecture, governance, and quality standards
Design scalable troubleshooting workflows that improve resolution speed and consistency
Architect segmented support models that align service levels to customer needs and unit economics, ensuring efficient and strategic resource allocation
Position Support as a key retention lever by partnering with Customer Success to identify risk signals, establish proactive intervention triggers, and improve early-lifecycle experience consistency
Deploy AI-assisted support capabilities strategically, balancing efficiency gains with customer experience and quality
Manage outsourcing partners against clearly defined performance and quality standards
Build a culture of ownership and execution through clear accountability expectations, disciplined operating rhythms, and strong cross-functional coordination
What You Bring
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
Demonstrated success reducing structural customer effort and addressing systemic friction
Deep expertise in knowledge management systems and scalable self-service strategy
Strong cross-functional partnership experience with Product and Engineering
Experience designing segmented support models aligned to customer needs and business economics
Familiarity with AI and automation tools within modern Support environments
Executive presence paired with strong operational rigor and data-driven decision-making
The salary range for this role is $135,000 to $160,000. 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.
Top Skills
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories



