Manager, Customer Success

Zocks | AI for Advisors

Customer Success Manager leading SMB adoption and value realization for Zocks, an AI assistant for financial advisors. Building teams, playbooks, and scalable activation programs.

Posted 9/10/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success strategies, team leadership, and data-driven decision-making to enhance product utilization and customer engagement in the SMB sector. Proficient in developing scalable training programs and collaborating with cross-functional teams to optimize customer onboarding and activation.

Highest-signal resume keywords

Customer Success ManagementTeam LeadershipData-Driven Strategy DevelopmentOnboarding and ImplementationWealthtech/Fintech Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product UtilizationValue RealizationAdoption Metrics TrackingCustomer EngagementActivation Strategies

Soft Skills

Proactive Problem SolvingCreative ThinkingAdaptability

Industry Keywords

Wealth ManagementFinancial ServicesCustomer Success MotionsGTM CollaborationProduct Education

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

6+ years of experience in scale customer success, implementation, activation or similar
3+ years of 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 who continuously considers how to scale or automate workstreams
Proactive problem solver who identifies trends, improvement opportunities, data, and reporting insights
Adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment
Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement
Strong interest in AI and its impact on wealth management and financial services
Background and reference checks required as part of onboarding

Benefits

Comp & perks

Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
FSA: Zocks matches dollar-for-dollar up to $500/year
Unlimited PTO
Paid sick time
11 paid holidays
Birthing parent: 12 weeks fully paid parental leave
Non-birthing parent: 6 weeks fully paid parental leave
401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
MacBook laptop + Google Workspace, Slack, and Zoom provided
Equity grant - details included as part of your offer
Growth opportunities for high performers after 6 months
Collaborative, low-ego culture with smart, kind teammates