THE OPPORTUNITY
Join a team that’s changing financial services
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
WHAT YOU'LL DO
As Manager, Customer Success you will own product utilization and value realization for Zocks' SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Success Specialists who accelerate Zocks users to activate their initial workflows and expand into new ones.
You'll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You'll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you'll build the team to make it repeatable.
Build and lead the Customer Success Specialists Team
- Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise
- Provide actionable feedback and create clear paths for growth.
- Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
Drive product adoption and utilization
- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
- Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption.
- Partner with Sales and Account Management to identify expansion opportunities in existing customers.
Create scalable solutions
- Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams' conversations with customers.
- Partner with Product to optimize our in-product UX and onboarding flows.
- Collaborate with Implementation & Marketing to create new scaled training and education content.
WHAT WE'RE LOOKING FOR
Requirements
- 6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
- Prior experience in a wealthtech/fintech company or financial services firm is a plus
- Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
- Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
- Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
- Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
- Strong interest in AI and how it will transform wealth management and financial services.
LOGISTICS
The details
- This role is based in the Denver area and requires a hybrid work schedule (2-3 days in office)
- Background and reference checks required as part of onboarding
Interview process:
- 30-min recruiter screen
- Up to four 45-min-1 hour video or in-office interviews
- Offer pending references.
Total estimated time: ~4 hours
COMPENSATION
- $130,000-150,000K base salary
- Equity - we're all building this together
BENEFITS
The full picture
Health
- 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
Time off
- Unlimited PTO
- Paid sick time
- 11 paid holidays
Family
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
Financial
- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
Everything else
- 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
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
Skills Required
- 6+ years of experience in scale customer success, implementation, activation, or a similar field
- 3+ years of direct people leadership experience building and managing a team
- Experience with modern customer success motions, including onboarding, implementation, product activation, value realization, and customer engagement
- Creative and systematic thinking with the ability to scale or automate workstreams
- Proactive problem-solving skills, including identifying trends, improvement opportunities, data, and reporting insights
- Builder mentality and adaptability in a fast-paced, ambiguous, high-growth environment
- Strong interest in AI and its impact on wealth management and financial services
- Prior experience in a wealth technology, financial technology, or financial services company
- Ability to work a hybrid schedule in the Denver area, 2–3 days per week in the office
- Successful background and reference checks
Zocks Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zocks and has not been reviewed or approved by Zocks.
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Healthcare Strength — Health coverage is described as 100% employer-paid for employee medical with 99% employer-paid dental and vision, plus an FSA with a company match. These contributions signal robust plan generosity for U.S. employees.
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Parental & Family Support — Paid parental leave is outlined as 12 weeks fully paid for birthing parents and 6 weeks fully paid for non-birthing parents. Policies are clearly defined in company materials and postings.
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Leave & Time Off Breadth — Time off includes unlimited PTO, paid sick time, and 11 paid U.S. holidays. Together, these elements present a broad time-off framework.
Zocks Insights
What We Do
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
