Scan your resume against ATS criteria for this Enterprise Account Manager role at Zocks.
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.
The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends ownership with long-term account management. You will guide customers through setup, launch, early adoption, and success, ensuring they achieve fast time-to-value and remain successful and retained customers.
You will run structured for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. You will identify risks early, build multi-threaded relationships, run health reviews, and execute a consistent renewal playbook. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes.
Act as the single-threaded owner for every new customer during.
Run kickoff calls, define success criteria, align on use cases, and ensure a clean sales-to-onboarding handoff.
Guide customers through setup, integrations, configuration, and go-live.
Manage timelines, remove blockers, and keep customers moving to activation.
Teach users how to use Zocks with live trainings, walkthroughs, and simple enablement content.
Ensure a smooth post-onboarding transition while staying on as the account owner.
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 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 and retention reporting, health scoring, and automation.
Work with Support for escalations and ensure customers understand engagement paths after.
Document customer configurations, progress, known risks, and adoption milestones.
Update 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.
2 to 5 plus years in Account Management, Customer Success, or at a B2B SaaS company.
Experience in wealth-tech, fintech, or regulated SaaS.
Proven success driving fast time-to-value and strong renewals.
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 and keep customers moving without friction.
Background in or implementations with integrations and configuration steps.
Familiarity with Salesforce and SalesLoft.
Experience with health scoring, renewal processes, and churn prevention frameworks.
This is a remote position, but we are currently 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
30-min recruiter screen
Up to three 30-45-min video or interviews
Offer pending references
$100-$110K base salary + $60K Commission for ~$170K OTE
Equity - we're all building this together
The full picture
Health
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
Time off
Unlimited PTO
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
Everything else
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
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.
benefit
How to apply for Enterprise Account Manager at Zocks?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
The salary for this role is $100-$110 per annum.
What experience is required?
This position is open to freshers and experienced candidates.
Is this position still open?
Yes, currently active and accepting applications.
Explore related active roles in management
Enterprise Account Manager
Zocks · Remote US
