Manager, Customer Success

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 lose sight of the bigger picture.

You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.

As Manager, Customer Success you will own product utilization and value realization for Zocks' SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms. You will build and lead a high-caliber team of Product Success Specialists who accelerate Zocks users to activate their initial workflows and expand into new ones.

You'll be both a builder and an operator: Recruiting and developing the team, and designing the playbooks and systems for them to grow. You'll partner closely with Product, Marketing, Sales and other teams to ensure SMB customers realize value from Zocks and you'll build the team to make it repeatable.

Build and lead the Customer Success Specialists Team

• →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.

Drive product adoption and utilization

• →Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
• →Build a repeatable methodology to 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.
• →Partner with Sales and Account Management to identify expansion opportunities in existing customers.

Create scalable solutions

• →Develop one-to-many solutions that drive product education and activation based on patterns you identify in your teams' conversations with customers.
• →Partner with Product to optimize our in-product UX and onboarding flows.
• →Collaborate with Implementation & Marketing to create new scaled training and education content.

• $130,000-150,000K base salary
• Equity - we're all building this together

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.