Teams at Zocks

The Senior Accountant will own key areas of monthly, quarterly, and annual close processes, including journal entries, reconciliations, revenue accounting, financial reporting, audit support, and tax coordination. The role will help establish internal controls, maintain accounting processes, evaluate and implement ERP systems, and improve workflows using AI. The position requires collaboration with the Controller and RevOps in a rapidly growing, venture-backed SaaS company.

Own partner-network relationships after agreement signing, managing onboarding, contractual commitments, co-marketing, advisor adoption, and network penetration. Drive net-new bookings, expansions, trials, conversions, webinars, demos, and enablement activities. Track activation and pipeline metrics in Salesforce, coordinate with strategic partnerships, marketing, sales, account management, RevOps, and product teams, and forecast bookings across multiple financial-advisor networks.

Lead and scale the enterprise customer success function for Zocks, managing a team of Enterprise CSMs to drive adoption, value realization, renewals and expansion with large RIAs, broker-dealers, banks and financial firms. Build playbooks, metrics, and cross-functional partnerships while personally engaging executive stakeholders to ensure measurable customer outcomes.