The Role
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)
Responsibilities:
- Optimize CRM System Configuration– Assist in configuring and refining CRM workflows, settings, and integrations to improve functionality and efficiency.
- Work with Integrations – Support API-based integrations, troubleshoot issues, and ensure seamless data flow between systems.
- Support and Communicate – Collaborate with internal teams and end users to resolve configuration challenges and enhance system performance.
- Create Clear Documentation – Develop and maintain technical documentation, including setup guides, best practices, and troubleshooting steps.
- Collaborate Across Teams – Work closely with engineering, product, and customer success teams to implement solutions and improve CRM processes.
- Analyze and Troubleshoot – Identify and resolve technical issues related to CRM configurations and integrations, ensuring reliable system performance.
You’d Be a Great Fit If You:
- Have a foundational understanding of software development, debugging, and testing
- Have hands-on experience with integrations, APIs, and developer tools (SDKs)
- Possess a sharp analytical mindset and love solving complex problems
- Are detail-oriented and take pride in accuracy and precision
- Are passionate about driving customer success through technical solutions
- Have an interest or background in Financial Services (a plus!)
Requirements:
1. Current active University enrollment (Bachelor's or Master's) in the field of Computer Science, or related fields for at least another 7 months.
2. Excellent verbal and written communication skills (English and Hungarian).
3. Available to work 28+ hours per week from our Budapest office (11. district, a short walk from BME Campus).
4. Some work (internship) experience or pet projects (other than university projects).
What we offer on top of our competitive base salary:
-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.
Similar Jobs
.png)
.jpeg)
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
