Zocks | AI for Advisors · 1 month ago
Senior Account Based Marketing (ABM) Manager
Zocks is an AI-based platform transforming the financial services industry. The Senior ABM Manager will lead the planning, execution, and optimization of account-based marketing programs, directly influencing advisor adoption and enterprise engagement.
Artificial Intelligence (AI)Information TechnologySoftwareWeb Development
Responsibilities
Own the end-to-end execution of ABM programs across Zocks’ enterprise accounts, driving advisor adoption and meetings booked in partnership with the Demand Gen team
Drive advisor adoption through coordinated, multi-channel outbound campaigns, personalized messaging, and structured launch/relaunch programs
Maintain the ABM schedule and calendar to ensure enterprise launches and relaunches stay on track
Drive cross-functional alignment across Sales, Product Marketing, and Demand Gen, ensuring launch tasks, timelines, and deliverables remain on schedule — and holding stakeholders accountable when needed
Partner with Sales, Account Executives, and Account Managers to determine outreach eligibility, coordinate enterprise rollouts, and resolve blockers
Standardize repeatable ABM playbooks, messaging frameworks, templates, and campaign assets that ensure quality and consistency across all outbound motions
Track adoption metrics and campaign performance across enterprise accounts; surface insights, risks, and opportunities for optimization
Align ABM campaigns with Product Marketing to ensure messaging, positioning, and product capabilities are accurately reflected in outbound programs
Qualification
Required
5+ years of experience in B2B SaaS marketing, ABM, demand gen, or enterprise GTM roles
Demonstrated ability to thrive in a fast-paced, agile environment and manage complex projects with multiple stakeholders
Experience working cross-functionally with Sales, Product Marketing, and Demand Gen teams; experience in a global organization is a plus
Exceptional organizational and project management skills, with the ability to manage multiple accounts and timelines simultaneously
A sharp eye for quality and detail across campaigns, messaging, and outbound communications
Excellent communication skills, with the ability to influence senior stakeholders across different departments and time zones
Preferred
Experience in financial services or fintech is a plus; familiarity with Salesforce preferred
Benefits
Employee equity program
Premium Health, Dental, and Vision Insurance
401(k) plan
Generous PTO
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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