Jobs at Zocks

Partner with enterprise financial firms to design and implement scalable practice management programs. Lead executive engagement, success roadmapping, content and curriculum development, and live facilitation. Drive adoption through program design, data-driven recommendations, and feedback to Product. Travel regularly to client sites and industry events to deliver sessions and represent Zocks as a subject-matter expert.

Own outbound sourcing strategy across open roles, building passive-candidate pipelines from scratch through Boolean and X-ray search, LinkedIn Recruiter, and personalized outreach. Conduct candidate conversations, evaluate initial fit, and partner with hiring managers and leadership on search strategy. Manage searches end-to-end, adapt sourcing approaches, and represent Zocks to prospective candidates.

Lead enterprise practice management engagements for large RIAs, broker-dealers, banks, and insurers. Design rollout strategies, build scalable enablement programs and content, run discovery workshops, analyze data to recommend operational improvements, and deliver in-person/virtual facilitation and industry presentations. Act as enterprise client voice to product and travel frequently for client meetings and conferences.

Own the post-sale customer lifecycle for B2B SaaS accounts, including onboarding, implementation, adoption, value realization, account health, churn prevention, renewals, and retention. Lead customer trainings, manage integrations and configurations, identify risks, negotiate renewals, maintain Salesforce data, and collaborate with Sales, Product, Engineering, Support, and RevOps to improve customer outcomes and operational processes.