Zocks | AI for Advisors

Account Manager

Zocks | AI for Advisors

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

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Salary

💰 $70,000 - $90,000 per year

About the role

  • The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal.
  • This role blends onboarding ownership with long-term account management.
  • You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers.
  • You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention.
  • You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook.
  • Act as the single-threaded owner for every new customer during onboarding.
  • Drive user activation and usage across key product features.
  • Own Gross ARR Retention and renewal outcomes for your book of business.
  • Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.

Requirements

  • 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
  • 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.
  • Experience in wealth-tech, fintech, or regulated SaaS.
  • Background in onboarding or implementations with integrations and configuration steps.
  • Familiarity with Salesforce and SalesLoft.
  • Experience with health scoring, renewal processes, and churn prevention frameworks.
Benefits
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Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementcustomer successonboardingrenewal processeshealth scoringchurn preventionintegrationsconfiguration
Soft Skills
strong communicationorganizational skillsoperational disciplineattention to detailrelationship managementrisk identificationuser activation