Manager, Product Success

Zocks • Denver, CO

11d • $130,000 - $150,000 • 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

• 6+ years of experience in scale customer success, implementation, activation or similar, with 3+ years direct people leadership experience building and managing a team.
• Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
• Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
• Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
• Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement.
• Strong interest in AI and how it will transform wealth management and financial services.

Nice To Haves

• Prior experience in a wealthtech/fintech company or financial services firm is a plus

Responsibilities

• Build and lead the Product 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.

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: Manager
• Education Level: No Education Listed