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
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
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
Zocks is the AI Assistant for financial services.
Funding
Current Stage
Growth StageTotal Funding
$19.3MKey Investors
Motive VenturesLightspeed Venture Partners
2025-03-06Series A· $13.8M
2024-02-15Seed· $5.5M
Recent News
2025-12-11
Business Wire
2025-12-02
2025-11-18
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