Zocks | AI for Advisors

Content Marketing Manager

• Build and nurture a vibrant public-facing, customer-driven content hub where power users share best practices and become regular content contributors
• Leverage customer network and internal experts to create educational resources across text, video, visuals, and other formats
• Partner closely w/ practice management, customer success, and sales teams to source customers and topics they care about
• Define and prioritize content distribution channels
• Repurpose content for ABM campaigns, product launches, and demand generation initiatives to drive pipeline
• Repurpose content for social media; own and manage channels
• Develop and execute an education-first social media program for our C-suite
• Activate influencers: define/manage/grow relationship, track results

Senior Manager, Content Marketing, Community

Revenue Operations

• Build and optimize scalable lead-to-cash workflows, ensuring full visibility from marketing attribution through closed-won deals and renewals.
• Design and maintain lead routing, opportunity stage mapping, and data enrichment logic across Salesforce, Salesloft, and HubSpot.
• Establish SLAs for lead response and follow-up, enforcing same-day actioning across AE and SDR teams.
• Administer and enhance integrations between marketing automation and CRM tools.
• Manage and evolve Zocks’ CPQ, order form generation, and contract approval workflows.
• Partner with marketing to operationalize lead capture, ensuring all inbound leads are enriched, routed, and followed up on within SLA.
• Create automated sequences for follow-ups by campaign type, optimizing for meeting conversion.
• Document all core processes in a centralized playbook, focusing on efficiency and compliance.

Revenue Operations Manager

Administrative Assistant

• Greeting visitors, managing incoming calls, and handling general inquiries to ensure a warm and professional first impression.
• Coordinating office logistics, including ordering supplies, managing vendors, and maintaining a clean and functional workspace.
• Supporting internal teams with meeting room setups, catering arrangements, and event coordination.
• Assisting with scheduling, travel bookings, and calendar management for executives and team members.
• Managing incoming and outgoing mail, deliveries, and courier services.
• Helping with basic administrative tasks such as document filing, expense tracking, and invoice processing.
• Contributing to a positive office culture by organizing team-building activities and supporting onboarding for new hires.

Receptionist – Office Manager

Implementation Specialist

• Act as the point of contact for our individual customers, managing on-boarding and check-ins end-to-end, ensuring alignment with client expectations and timely delivery.
• Collaborate with clients to ensure they’re getting the most out of the Zocks platform.
• Lead integration efforts, defining and deploying solutions that meet client-specific needs.
• Serve as an escalation point for technical and integration-related challenges.
• Work with product and engineering teams to test, document, and roll out new features to clients.
• Work with support teams to address and resolve complex customer issues.
• Partner with cross-functional teams to translate client requirements into actionable technical solutions.
• Simplify technical concepts to drive understanding and adoption among non-technical stakeholders.

Associate Implementation Manager, Solution Delivery

Infrastructure Engineer

• Own and evolve our internal IT infrastructure
• Expert for device and access management
• Network optimization and system security
• Ensure productivity, security, and support across Mac and Windows environments

Senior System Administrator – Infrastructure Engineer

Sales Development Rep

• Execute outbound prospecting through calls, emails, and social platforms.
• Research target accounts and identify decision-makers.
• Set qualified meetings for Account Executives and act as first point of contact for prospects.
• Manage and track outreach activities in SalesLoft and Salesforce.
• Collaborate with Marketing and Sales to improve messaging and processes.
• Consistently hit and exceed monthly pipeline creation targets.
• Engage prospects, spark curiosity, and book meetings that lead to sales opportunities.

Sales Development Representative

Account Executive

• Take qualified opportunities from SDRs and guide them through the sales cycle.
• Run engaging, tailored product demos.
• Handle objections with confidence and professionalism.
• Manage CRM records with detailed notes and accurate pipeline tracking.
• Negotiate and close deals to meet and exceed monthly quotas.
• Build and maintain strong client relationships post-sale, ensuring satisfaction and identifying upsell opportunities.
• Provide feedback to improve sales playbooks and processes.