Zocks | AI for Advisors

Account Manager

• Own the full post-sale lifecycle for a set of customers from signing through renewal
• Run structured onboarding during the first 60 days
• Act as the single-threaded owner for new customers during onboarding
• Run kickoff calls, define success criteria, align on use cases, and ensure sales-to-onboarding handoff
• Guide customers through setup, integrations, configuration, and go-live
• Manage timelines, remove blockers, and drive activation
• Teach users through live trainings, walkthroughs, and enablement content
• Drive user activation and usage across key product features
• Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup
• Run customer check-ins and build adoption playbooks
• Partner with Product and RevOps on customer needs and feature impact
• Own Gross ARR Retention and renewal outcomes
• Monitor account health using dashboards, health scores, and engagement metrics
• Identify churn risks and execute save plays
• Own renewal preparation, forecasting accuracy, and timely execution during the 120 days before renewal
• Run usage reviews, performance summaries, and value recap meetings
• Confirm contract terms, seat counts, and pricing
• Manage renewal negotiations and approval timelines
• Maintain renewal documentation in Salesforce
• Partner with Sales, Product, RevOps, and Support on handoffs, feedback, reporting, automation, and escalations
• Document customer configurations, onboarding progress, risks, and adoption milestones
• Update onboarding and renewal playbooks
• Identify workflow automation and simplification opportunities
• Maintain accurate notes, tasks, and renewal data across Salesforce and internal tools

Enterprise Account Manager

• Own the full post-sale lifecycle for a set of customers from contract signature through renewal
• Guide customers through setup, launch, early adoption, and ongoing success
• Run structured onboarding for the first 60 days
• Serve as primary relationship manager for adoption, sentiment, value realization, renewal readiness, and churn prevention
• Drive user activation and usage across key product features
• Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup
• Run scheduled check-ins, health reviews, and value recap meetings
• Build playbooks to increase adoption and correct usage gaps
• Own Gross ARR Retention and renewal outcomes
• Identify churn risks and execute save plays including retraining and workflow redesign
• Prepare, forecast, negotiate, and execute renewals during the 120 days preceding renewal
• Confirm contract terms, seat counts, and pricing
• Maintain renewal documentation and customer data in Salesforce and internal tools
• Partner with Sales, Product, RevOps, and Support on handoffs, feedback, reporting, automation, escalations, and adoption blockers
• Document configurations, onboarding progress, risks, and milestones
• Improve onboarding and renewal playbooks and identify workflow automation opportunities

Account Manager – SMB

Customer Success Manager

• Own product utilization and value realization for Zocks' SMB customers
• Build and lead a high-caliber team of Product Success Specialists
• Recruit, mentor, and manage the team, setting a high bar for customer engagement and product expertise
• Provide actionable feedback and create clear paths for growth
• Track and drive leading and lagging adoption metrics
• Develop data-driven adoption strategies and playbooks with GTM and Product leadership
• Build and deliver scalable programs that educate new SMB customers and drive initial activation
• Proactively monitor a large portfolio of SMB accounts and identify configuration and product-utilization 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
• Partner with Product to optimize in-product UX and onboarding flows
• Collaborate with Implementation and Marketing to create scaled training and education content

Manager, Customer Success

Recruitment

• Support candidate sourcing activities across multiple functions
• Screen CVs and pre-qualify potential candidates
• Create and maintain candidate pipelines using tools like LinkedIn Recruiter, ATS systems, and job boards
• Learn how to engage passive talent with personalized outreach
• Collaborate with recruiters and hiring managers to understand role requirements
• Help build employer branding content to attract top talent
• Track metrics to continuously improve sourcing strategies

Talent Acquisition Trainee

Operations

• Own the Trust & Compliance Operations function end to end, including the data room, trust center, and VDDQ/RFP response process
• Serve as the single point of accountability for vendor due diligence questionnaires, RFPs, and RFIs across new business, renewals, and expansions
• Run intake, drafting, internal review, and submission as a repeatable process
• Track open requests against defined SLAs and flag at-risk deals to Sales leadership
• Build and maintain a living knowledge base of pre-approved, audit-ready security, privacy, and compliance answers
• Update the knowledge base for each SOC 2 cycle, policy update, or material product/infrastructure change
• Partner with Engineering to scope and launch a self-service trust center
• Own due diligence data room taxonomy, document versioning, access controls, and customer-facing versus internal content
• Ensure data room documents reflect Zocks' current security and compliance posture
• Connect Security, Legal, Product, Sales, and Customer Success to provide accurate, current information
• Build relationships with subject-matter owners to keep source information flowing
• Define and publish DDQ/RFP turnaround SLAs
• Report quarterly on deals unblocked or accelerated, quantified in $ ARR

Trust & Compliance Operations Manager

Artificial Intelligence

• Design and build AI-powered agentic workflows from existing Zocks components, using low-code/no-code platforms.
• Configure triggers, conditions, and system entry points.
• Write and refine prompts for LLM-powered steps.
• Translate customer requirements into structured multi-step AI workflows.
• Design prompt chains and workflow logic to ensure reliable AI execution.
• Test, validate, deploy and continuously improve workflows.
• Customize workflows based on individual customer needs.
• Collaborate with engineers and US-based stakeholders to understand business requirements.
• Analyze AI outputs, identify edge cases, and improve workflow performance.
• Help expand our growing library of reusable AI workflows.

AI Workflow Automation Intern

Consultant

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
• Implement practice management offering based on selected strategy and engagement
• Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
• Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
• Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
• Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
• Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
• Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
• Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
• Define learning paths and maturity models for different user personas
• Deliver in-person and virtual sessions tailored to each firm's advisors and producers
• Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Senior Consultant, Practice Management

Full-stack Engineer

• Integrating the latest AI models into customer facing features and workflows at scale
• Taking part in driving architectural decisions and setting technical direction across the team
• Solving complex problems and transform them into business solutions
• Owning features end-to-end, from design through production
• Mentoring engineers through code review and technical guidance
• Supporting the engineering manager on team-level technical decisions
• Leveraging your expertise in the current technology stack, which includes Python, MySQL, React, AWS, K8S and many more
• Working in an agile environment with a strong focus on well-structured code, testing, and continuous integration
• Working closely with key stakeholders such as Product Managers, UX Designers and other development team members
• Taking part in all stages of development: investigate product increments’ technical feasibility and suggest implementation options and follow development lifecycle until releasing
• Design and build tools and frameworks to automate development, testing deployment, management and monitoring of the company’s services and products
• Give a high level of attention to creating software and networking platforms free of faulty programming, design well-organized code
• Plan and scale distributed software and applications, applying synchronous and asynchronous design patterns, write code, and deliver with urgency and quality
• Track, document, and maintain software and network system functionality—both internally and externally, leveraging opportunities to improve engineering productivity

Staff Software Engineer

Engineering Manager

• Partner closely with the CTO to define and execute the long-term engineering strategy for Zocks.
• Lead, mentor and develop Engineering Managers through coaching, feedback, performance management and career development.
• Build a high-performing engineering organization focused on ownership, accountability, continuous improvement and sustainable growth.
• Drive engineering effectiveness by improving delivery predictability, execution quality, planning processes and organizational health.
• Shape how Engineering scales by introducing pragmatic, high-impact improvements that fit our business and culture, rather than applying one-size-fits-all frameworks.
• Lead large cross-functional technical initiatives spanning multiple engineering teams, ensuring clear ownership, alignment and successful execution.
• Create alignment across Engineering while empowering teams and leaders to make great decisions close to where the work happens.
• Partner with Product leadership to balance customer needs, business priorities and long-term engineering investments.
• Define scalable engineering processes, organizational structures and operating mechanisms as our engineering organization continues to grow.
• Support technical direction at an organizational level while empowering Engineering Managers and technical leaders to own implementation and technical decisions.
• Champion engineering excellence across architecture, quality, security, reliability and operational maturity.
• Represent Engineering in customer-facing conversations when needed, confidently communicating technical strategy, delivery plans and organizational capabilities to customers and external stakeholders.