Account Manager (SMB)

Zocks • Denver, CO

7d • $60,000 - $70,000 • Hybrid

About The Position

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.

Requirements

• 2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
• Strong communication skills and confidence leading customer-facing calls.
• Comfortable working across Sales, Product, Engineering, Support, and RevOps.
• High technical curiosity with willingness to learn product workflows and integrations.
• Highly organized with strong operational discipline and attention to detail.
• Ability to manage multiple accounts at once and keep customers moving without friction.

Nice To Haves

• Experience in wealth-tech, fintech, or regulated SaaS.
• Proven success driving fast time-to-value and strong renewals.
• Background in onboarding or implementations with integrations and configuration steps.
• Familiarity with Salesforce and SalesLoft.
• Experience with health scoring, renewal processes, and churn prevention frameworks.

Responsibilities

• Drive user activation and usage across key product features.
• Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup.
• Run scheduled check-ins to reinforce value, highlight wins, and review progress.
• Build repeatable playbooks for increasing adoption and correcting early usage gaps.
• Partner with Product and RevOps to share insights on customer needs and feature impact.
• Own Gross ARR Retention and renewal outcomes for your book of business.
• Maintain clear visibility into account health using dashboards, health scores, and engagement metrics.
• Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign.
• Document risks and escalate where necessary with clear recommended actions.
• Ensure ongoing alignment with customer goals and continuously reinforce ROI.
• Own renewal preparation, forecasting accuracy, and timely execution.
• Run structured renewal processes including usage reviews, performance summaries, and value recap meetings.
• Confirm contract terms, seat counts, and pricing ahead of renewal cycles.
• Manage renewal negotiations directly with customers and ensure renewal approval happens on time.
• Maintain renewal documentation in Salesforce with clean, complete data.
• Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes.
• Work with Product on implementation feedback, customer asks, and adoption blockers.
• Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation.
• Work with Support for escalations and ensure customers understand engagement paths after onboarding.
• Document customer configurations, onboarding progress, known risks, and adoption milestones.
• Update onboarding and renewal playbooks based on learnings and patterns from your accounts.
• Identify opportunities for automation or simplification in workflows, templates, and customer communication.
• Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools.

Benefits

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
• Dental: 99% covered - Guardian, $1,500 annual benefit
• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
• FSA: Zocks matches dollar-for-dollar up to $500/year
• Unlimited PTO
• Paid sick time
• 11 paid holidays
• Birthing parent: 12 weeks fully paid parental leave
• Non-birthing parent: 6 weeks fully paid parental leave
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed