Associate Implementation Manager, Solution Delivery jobs in United States
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Zocks | AI for Advisors · 5 months ago

Associate Implementation Manager, Solution Delivery

Zocks AI is seeking an Associate Implementation Manager to join their Solutions Delivery team and play a pivotal role in driving success for Financial Services clients. This role involves managing multiple client projects, ensuring seamless deployments and integrations that align with client goals while thriving in customer-facing environments.

Artificial Intelligence (AI)Information TechnologySoftwareWeb Development
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Responsibilities

Act as the technical point of contact for customer onboardings, managing multiple workstreams across diverse teams
Collaborate with clients to ensure they’re getting the most out of the Zocks platform
Manage onboardings and check-ins end-to-end, ensuring alignment with client expectations and timely delivery
Lead integration efforts, defining and deploying solutions that meet client-specific needs
Serve as an escalation point for technical and integration-related challenges
Work with product and engineering teams to test, document, and roll out new features to clients
Work with support teams to address and resolve complex customer issues
Partner with cross-functional teams to translate client requirements into actionable technical solutions
Simplify technical concepts to drive understanding and adoption among non-technical stakeholders

Qualification

Technical support experienceSaaS platforms experienceProject management skillsFinancial Technology sectorCommunication skillsCustomer-facing skillsOutcome-oriented mindsetWorkflowsTechnical experience with LLMsExposure to SalesforceREST APIs knowledgeEmotional intelligenceProblem-solving skillsCollaboration skills

Required

2+ years of experience in technical support, implementation or solutions delivery roles
Strong task management skills with a proven ability to prioritize across multiple concurrent projects
Experience with SaaS platforms, CRMs, and the Financial Technology sector
Excellent communication skills to engage both technical and non-technical stakeholders
Outcome-oriented mindset, capable of prioritizing tasks to meet client objectives

Preferred

Familiarity with Financial Services workflows and compliance requirements
Technical experience with LLMs, Query Syntax and consumer AI interfaces
Exposure to enterprise tools such as Salesforce, Office 365, Virtual Meeting Platforms, VoIP systems, REST APIs and BI tooling

Company

Zocks | AI for Advisors

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Zocks is the AI Assistant for financial services.

Funding

Current Stage
Growth Stage
Total Funding
$19.3M
Key Investors
Motive VenturesLightspeed Venture Partners
2025-03-06Series A· $13.8M
2024-02-15Seed· $5.5M

Leadership Team

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Mark Gilbert
Co-Founder and CEO
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Akos Ratku
Co-Founder, CTO
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Company data provided by crunchbase