About Us

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 one of the following states: Arizona, 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

Job Summary

We’re looking for a Senior Product Marketing Manager to own how our products are positioned, launched, and adopted in the market. You’ll sit at the intersection of Product, Sales, Customer Success, and Marketing—shaping our narrative, enabling revenue teams, and ensuring we build and sell what customers truly need. This is a highly visible role with significant ownership, combining strategic leadership with hands-on execution in a lean, collaborative environment, and includes direct management and mentorship of a product marketing team member.

Responsibilities

Product Positioning & Messaging

• Own product positioning, messaging, and value propositions across key personas and segments

• Translate complex product capabilities into clear, compelling customer-facing narratives

• Maintain and evolve messaging frameworks as the product and market advance
  

Go-To-Market & Launches

• Lead end-to-end go-to-market planning for new products, features, and recurring releases

• Partner with product management and design to influence roadmap based on market and customer insights

• Own cross-functional launches across Marketing, Sales, and Customer Success
  

Sales & Revenue Enablement

• Create and maintain sales enablement assets (pitch decks, one-pagers, battlecards, FAQs)

• Train Sales, Customer Success, and Customer Care teams on product value, competitive differentiation, and use cases

• Support key deals with tailored messaging and competitive insights
  

Market, Customer & Competitive Insights

• Develop deep understanding of customer needs through research, interviews, and feedback loops

• Own competitive analysis and win/loss insights to inform strategy and enable teams

• Identify new market opportunities, segments, and ICP refinements
  

Content & Campaign Strategy

• Partner with Demand Gen and Content teams to inform campaigns, thought leadership, and product content

• Contribute to the production of content for presentations, events, sales enablement, website, and communications alongside internal stakeholders.
  

Required Qualifications

• 6+ years of experience in B2B SaaS Product Marketing, ideally within the financial services industry

• Experience in a growth-stage or mid-sized company

• Proven ownership of product launches, positioning, and sales enablement

• Strong storytelling and messaging skills—clear, concise, and customer-focused

• Ability to synthesize technical concepts into business value

• Strategic thinker with a bias toward execution

• Excellent cross-functional communication and stakeholder management
  

Nice to Have

• Experience marketing to RIAs, broker-dealers, banks, and financial institutions.

• Prior exposure to PLG, usage-based pricing, or complex SaaS products

• Experience working closely with Sales in a quota-carrying environment
  

The salary range for this role is $165,000 to $175,000. 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.