The Role
Support and execute personalized email outreach campaigns to U.S. financial advisors, track and optimize campaign performance, collaborate with Sales and Product, use outreach automation tools, analyze metrics to improve engagement and retention, and contribute to retention strategies and assorted marketing tasks such as content support and PPC text.
Summary Generated by Built In
Company Overview:
We're Zocks, a venture capital-backed AI startup changing the world of financial services, and other industries that value security and privacy. Our founding team built their careers working on real-time communication products, building enterprise platforms, and crafting tools for some of the most security-conscious industries. With experience gained from industry leaders like Twilio, IBM, Microsoft, and Hearsay Systems, we're using AI to bridge human conversations with enterprise systems, starting with financial services.
Our focus, although simple, is powerful: reinventing business operations and transforming the areas that often get bogged down by slow, inefficient processes. Our innovative platform allows people to communicate naturally, while we capture the information they need, so they can avoid data entry, streamline their operations, and spend more time on what matters most: their clients.
Location: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
Purpose of the Role:
As a Growth Marketing Specialist at Zocks, you will play a key role in supporting and executing targeted marketing campaigns designed to nurture engagement and drive adoption of our AI meeting assistant among US-based financial advisors. This role is focused on personalized email outreach (not typical newsletter broadcasts). You’ll work with a diverse tech stack and be part of a dynamic team where adaptability, creativity, and continuous optimization are essential.
Key Responsibilities
- Execute and manage dynamic email outreach sequences tailored to U.S. financial advisors, ensuring messaging feels personal and human-centred.
- Own campaign tracking, monitoring, and performance optimization across multiple concurrent campaigns (webinars, events, demos).
- Collaborate with Sales and Product teams to refine messaging and ensure alignment with product updates and feature launches.
- Use tools like Apollo, Instantly AI, and similar platforms for outreach execution, sequencing, and automation.
- Analyze campaign performance data and proactively suggest improvements to boost engagement, retention, and conversion.
- Contribute to other marketing activities such as content support for help articles, assisting in PPC text creation, or small web updates when needed.
Skills & Experience
- Fluent Hungarian and English (written & verbal) — able to write persuasive, conversational outreach tailored to U.S. audiences.
- About 2-5 years of hands-on marketing experience with complex products, ideally in SaaS, IT services or other tech-centric marketing roles.
- Experience with outreach tools and automation platforms (e.g., Apollo, Instantly, or similar).
- Comfortable working with multiple campaigns simultaneously, adapting to shifting priorities and evolving product features.
- Tech-savvy mindset — quick to learn and experiment with new tools, workflows, and optimizations.
- Strong analytical instincts — able to monitor metrics, identify trends, and recommend actionable improvements.
What we offer on top of our competitive base salary:
-Premium Health Insurance
-SZÉP-card
-L&D contribution
-AYCM package
-Employee equity program
-Extra PTO
-Home office support
-Your lunch is on us when you are in the office
-Fully stacked office snacks
Location: Budapest, XI. (On-site Monday to Thursday, Remote on Fridays)
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
Skills Required
- Fluent Hungarian and English (written & verbal)
- Approximately 1-2 years of hands-on marketing experience
- Experience with outreach tools and automation platforms (e.g., Apollo, Instantly)
- Comfortable managing multiple concurrent campaigns and shifting priorities
- Tech-savvy mindset; quick to learn and experiment with new tools
- Strong analytical instincts; able to monitor metrics and recommend improvements
- Exposure to retention and engagement strategies (in-app messaging, lifecycle flows)
- Experience or interest in content creation, email sequencing strategy, or funnel optimization
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The Company
What We Do
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
