Jobs at Zoe Financial

Process inbound client invoices, own the quarterly US AUM billing process for more than 750 invoices, oversee monthly retainer and consulting fee invoicing, and improve scalable billing and revenue operations. The role requires strong attention to detail, analytical and spreadsheet skills, tactful communication with external partners, and flexibility in a fast-growing startup environment.

Own Zoe’s social media presence and email marketing across major platforms. Manage content calendars, agencies, community engagement, newsletters, HubSpot campaigns, testing, segmentation, performance reporting, and optimization. The role requires strong writing, brand-voice judgment, data interpretation, initiative, and a track record of growing audiences or improving campaign results.

Manage and optimize paid Google, Meta, and emerging advertising campaigns for U.S. B2C and B2B audiences. Monitor spend, leads, conversion rates, CAC, and ROAS; conduct landing page and creative experiments; build performance reports from advertising, CRM, and analytics data; and provide actionable recommendations. The role also supports budget planning, campaign strategy, messaging tests, and accurate tracking across channels.

The Account Executive will generate outbound sales pipeline, conduct demonstrations of the Zoe Wealth Platform, negotiate contracts, and onboard new clients.

The Account Executive will connect with potential clients, understand their financial goals, and match them with appropriate advisors. Responsibilities include conducting personalized conversations to assess client needs and ensure they understand fiduciary advisor benefits.