The Role
As a Software Engineer Intern at Zocks, you will optimize CRM systems, support API integrations, troubleshoot technical issues, and develop documentation.
Summary Generated by Built In
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!)
Skills Required
- Current active University enrollment in Computer Science or related fields
- Excellent verbal and written communication skills in English and Hungarian
- Available to work 28+ hours per week
- Some work or internship experience
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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.
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