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.
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.
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