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About the Role
Zocks is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business. Join a venture-backed team that is changing financial services, with an opportunity to shape the product, company, and industry.
Responsibilities
- Own product utilization and value realization for Zocks’ SMB customers.
- Build and lead a high-caliber team of Product Advisors to accelerate user activation and expansion.
- Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise.
- Provide actionable feedback and create clear paths for growth for team members.
- Track and drive key adoption metrics to develop data-driven adoption strategies and playbooks.
- Accelerate time-to-value for new SMB customers through scalable education and activation programs.
- Proactively monitor SMB accounts to identify configuration and utilization improvement opportunities.
- Conduct targeted advisory sessions to drive deeper customer adoption.
- Partner with Sales and Account Management to identify expansion opportunities.
- Develop one-to-many solutions for product education and activation based on customer interaction patterns.
- Partner with Product to optimize in-product UX and onboarding flows.
- Collaborate with Implementation & Marketing to create new scaled training and education content.
Requirements
- 6+ years of experience in scale customer success, implementation, activation or similar.
- 3+ years direct people leadership experience building and managing a team.
- Prior experience in a wealthtech/fintech company or financial services firm is a plus.
- Creative, systematic thinker with the ability to scale or automate workstreams.
- Proactive problem solver who identifies trends for improvement and standardization.
- Builder mentality, adaptable to a fast-paced, ambiguous, high-growth environment.
- Fluency in modern customer success motions including onboarding, implementation, product activation, value realization, and customer engagement.
- Strong interest in AI and its transformation of wealth management and financial services.
Skills
- AI
- Customer Success
- Product Adoption
- Team Leadership
- Data Analysis
- Strategic Planning
- UX Optimization
- Onboarding
- Implementation
- Value Realization
- Customer Engagement
Location
- Denver area (hybrid)
Work Type
- Hybrid
Experience Level
- 6+ years of experience
- 3+ years of people leadership experience
Salary/Compensations
- $130,000-$150,000 base
Benefits
- Equity
- 100% of employee premium covered for Medical (UnitedHealthcare Select Plus network, 2 plan options)
- 99% covered Dental (Guardian, $1,500 annual benefit)
- 99% covered Vision (Guardian/VSP, $150 frames & contacts allowance)
- FSA match up to $500/year
- Unlimited PTO
- Paid sick time
- 11 paid holidays
- 12 weeks fully paid parental leave for birthing parent
- 6 weeks fully paid parental leave for non-birthing parent
- 401(k) with pre-tax and Roth options (Guideline, Vanguard funds)
- MacBook laptop
- Google Workspace, Slack, and Zoom provided
- Equity grant
- Growth opportunities after 6 months
- Collaborative, low-ego culture
About the Company
- Zocks is the #1 AI assistant for financial advisors.
- We help advisors automate their operational work and grow their business.
- 5,000+ firms use Zocks to turn client conversations into completed work.
- We're a venture-backed team, building something that changes how financial advisors serve their clients every day.
- We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
Equal Opportunity
- Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.
- We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
- We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.