Account Manager – SMB

Zocks | AI for Advisors

Account Manager owning onboarding, adoption, churn prevention, and renewals for Zocks’ AI assistant used by financial advisors. Hybrid Denver role focused on customer retention.

Posted 9/11/2026full-timeDenver • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 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, focusing on customer onboarding, renewal processes, and churn prevention. Proficient in utilizing Salesforce and SalesLoft to enhance customer engagement and drive adoption.

Highest-signal resume keywords

Customer Success ManagementOnboarding and ImplementationRenewal ProcessesSalesforce ProficiencyChurn Prevention Frameworks

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

Customer Relationship ManagementWorkflow AutomationHealth ScoringEngagement MonitoringContract Negotiation

Soft Skills

Strong Communication SkillsOrganizational SkillsOperational DisciplineConfidence in Customer-Facing CallsAbility to Manage Multiple Accounts

Tools & Technologies

SalesforceSalesLoft

Industry Keywords

Wealth-TechFintechRegulated SaaSChurn PreventionValue Realization

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
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
Background and reference checks required as part of onboarding
Experience in wealth-tech, fintech, or regulated SaaS (bonus)
Proven success driving fast time-to-value and strong renewals (bonus)
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 + 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