Enterprise Account Manager

Zocks | AI for Advisors

Enterprise Account Manager owning customer onboarding, adoption, retention, and renewals. Supporting Zocks’ AI assistant platform used by financial-advisor firms.

Posted 9/11/2026full-timeRemote • Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Kansas, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing the full post-sale lifecycle, including onboarding, customer engagement, and renewal processes. Proficient in utilizing Salesforce for account management and driving customer success in a B2B SaaS environment.

Highest-signal resume keywords

Account ManagementCustomer SuccessOnboardingSalesforceRenewal Processes

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementIntegration ConfigurationChurn Prevention FrameworksHealth ScoringOperational Discipline

Soft Skills

Strong Communication SkillsOrganizational SkillsAttention to DetailLeadership in Customer-Facing Calls

Tools & Technologies

SalesforceSalesLoft

Industry Keywords

B2B SaaSWealth-TechFintechRegulated SaaS

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company
Experience in wealth-tech, fintech, or regulated SaaS
Proven success driving fast time-to-value and strong renewals
Strong communication skills and confidence leading customer-facing calls
Comfortable working across Sales, Product, Engineering, Support, and RevOps
High technical curiosity with willingness to learn product workflows and integrations
Highly organized with strong operational discipline and attention to detail
Ability to manage multiple accounts at once and keep customers moving without friction
Candidates must reside in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI
Background in onboarding or implementations with integrations and configuration steps (bonus)
Familiarity with Salesforce and SalesLoft (bonus)
Experience with health scoring, renewal processes, and churn prevention frameworks (bonus)

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 provided
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