Product Success Specialist

Zocks•Denver, CO

11d•$80,000 - $90,000•Hybrid

About The Position

Zocks is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business, with over 5,000 firms using their platform. They are a venture-backed team building a product that changes how financial advisors serve their clients. Every role at Zocks is an opportunity to shape the product, the company, and the industry. They hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

Requirements

3+ years experience in implementation, activation, scale customer success, or similar.
Experience managing a high-volume book of business in a scale, SMB, or similar segment.
Prior experience in a wealthtech/fintech company or financial services firm is a big plus.
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.
Strong interest in AI and how it will transform wealth management and financial services.

Responsibilities

Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation
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
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.
Partner with Product to optimize our in-product UX and onboarding flows
Collaborate with Implementation & Marketing to create new scaled training and education content
Partner with Sales and Account Management to identify expansion opportunities in existing customers

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