Apply by Sept 1 | $75,000-$90,000 base + equity
THE OPPORTUNITY
Join a team that’s changing financial servicesZocks 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 roomAt 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
Our Product Success Specialist role blends user activation, customer education, product expertise, and scaled programs. You'll build and run onboarding and adoption playbooks that accelerate SMB customers to activate their initial workflows and expand into new ones. You will advise and educate users on the Zocks platform, and help us create scaled adoption programs based on your insights.
What You’ll DoAccelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation
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
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.
Partner with Product to optimize our in-product UX and onboarding flows
Collaborate with Implementation & Marketing to create new scaled training and education content
Partner with Sales and Account Management to identify expansion opportunities in existing customers
WHAT WE'RE LOOKING FOR
Requirements3+ years experience in implementation, activation, scale customer success, or similar.
Experience managing a high-volume book of business in a scale, SMB, or similar segment.
Prior experience in a wealthtech/fintech company or financial services firm is a big 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.
Strong interest in AI and how it will transform wealth management and financial services.
LOGISTICS
The detailsThis 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 three 30-45-min video or in-office interviews
Offer pending references.
Total estimated time: ~3 hours
COMPENSATION
$75,000-90,000K base salary
Equity - we're all building this together
BENEFITS
The full pictureHealthMedical: 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
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
- 3+ years experience in implementation, activation, scale customer success, or similar.
- Experience managing a high-volume book of business in a scale, SMB, or similar segment.
- Prior experience in a wealthtech/fintech company or financial services firm.
- Experience building and delivering scalable onboarding and adoption programs.
- Creative, systematic thinker who continuously looks to scale or automate workstreams.
- Proactive problem solver who identifies trends, builds reporting, and standardizes best practices.
- Builder mentality; adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
- Strong interest in AI and how it will transform wealth management and financial services.
- Based in the Denver area and able to work a hybrid schedule (2-3 days in office).
- Background and reference checks required as part of onboarding.
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.
