Head of Enterprise Customer Success

Overview

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.

Who You Are

The SHARC in the room - S: Sharp, H: Hungry, A: Adaptable, R: Resilient, C: Curious

What You'll Do

• Own the post-sales outcomes for Zocks’ largest and most strategic customers
• Build and lead a high-caliber team of Enterprise Customer Success Managers
• Drive product adoption and utilization
• Build a repeatable methodology to proactively guide and advise stakeholders on how to maximize the value they get from Zocks
• Partner cross-functionally to align on customer needs and deliver cohesive solutions

Requirements

• 8+ years of experience in enterprise customer success, strategic consulting, client advisory or similar, with 4+ years direct people leadership experience building and managing a team
• Prior experience in a wealthtech/fintech company or financial services firm is a big plus
• Executive credibility: You speak the language of senior stakeholders in financial services firms and have the presence to earn trust up and down the organization
• Operational rigor: You build frameworks and systems for engineering customer outcomes and change management
• Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement
• Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution
• Strong interest in AI and how it will transform wealth management and financial services

Logistics

• This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
• Background and reference checks required as part of onboarding
• Interview process: 30-min recruiter screen, up to four 45-min-1 hour video interviews
• Total estimated time: ~5 hours

Compensation

• $180,000-$220,000 base salary
• Equity - we're all building this together

Benefits

• Health: Medical, Dental, Vision
• FSA: Zocks matches dollar-for-dollar up to $500/year
• PTO: Unlimited Paid Time Off, 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
• 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

EEO Statement

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.