Zocks | AI for Advisors

Program Manager

• Elevate sales performance and pipeline quality by building and operationalizing call coaching frameworks (such as scorecards and call reviews), reviewing call recordings, and delivering actionable insights to frontline managers.
• Support sales motions and cadence/outreach strategy such as outbound play design and reporting, as well as ongoing cadence performance analysis to improve conversion and meeting quality.
• Support and execute enablement programs such as sales onboarding, sales plays, product learning, and continuous training to drive consistent sales performance and faster ramp times.
• Create and maintain a centralized sales knowledge base serving as the single source of truth for information, processes, messaging, and best practices across the teams.
• Leverage and optimize sales technology and data to uncover performance trends and drive actionable insights; build and manage call libraries, conduct A/B testing, and serve as a systems expert to continuously identify and implement optimization opportunities.
• Partner with sales leadership to support ongoing initiatives and programs that improve team effectiveness and revenue outcomes.
• Provide ongoing support to reps by triaging day-to-day needs with quick, actionable guidance, serving as an accessible resource to unblock reps and direct them to the appropriate stakeholders or resources to maintain sales velocity.

Sales Program Manager

Controller

• Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP.
• Scale the accounting function. You will be responsible for building and scaling the accounting function, with a strong bias toward AI-native tooling and automated workflows.
• Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership
• Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business.
• Audit. Own the financial statement audit process end to end, including preparation of supporting documentation, technical memos, and day-to-day auditor management.
• Tax and compliance. Manage sales tax, multistate and international registrations, and multi-jurisdiction compliance. Coordinate with external advisors on income tax across entities.
• Treasury. Own cash management, bank relationships, and cash reporting.
• Internal controls. Build and maintain a scalable internal control environment and establish documentation standards appropriate to a high-growth, rapidly evolving company.
• Multi-entity consolidation. Own financial consolidation across multiple legal entities and currencies, including intercompany eliminations and foreign exchange accounting.

• Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP.
• Scale the accounting function. You will be responsible for building and scaling the accounting team and function, with a strong bias toward AI-native tooling and automated workflows.
• Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership
• Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business.
• Audit. Own the financial statement audit process end to end, including preparation of supporting documentation, technical memos, and day-to-day auditor management.
• Tax and compliance. Manage sales tax, multistate and international registrations, and multi-jurisdiction compliance. Coordinate with external advisors on income tax across entities.
• Treasury. Own cash management, bank relationships, and cash reporting.
• Internal controls. Build and maintain a scalable internal control environment and establish documentation standards appropriate to a high-growth, rapidly evolving company.
• Multi-entity consolidation. Own financial consolidation across multiple legal entities and currencies, including intercompany eliminations and foreign exchange accounting.

Solutions Engineer

• Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
• Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
• Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
• Maintain customer sandbox environments and establish best practices for working with the product.
• Set and track measurable success metrics (adoption, usage, workflow impact).
• Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
• Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
• Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
• Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
• Advocate for the customer internally by sharing feedback with appropriate teams.

Sales Program Manager

Controller

Controller

Solution Engineer