Backed by Illuminate Financial.
About the role
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.
What they're looking for
- 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
- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation
- Partner with Sales and Account Management to identify expansion opportunities in existing customers
- Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams' conversations with customers
More about this role
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.
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never...
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