Zocks | AI for Advisors · 1 day ago
Account Manager
Denver
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expZocks is seeking an Account Manager to oversee the full post-sale lifecycle for a set of customers, ensuring their success and retention. The role involves managing customer onboarding, driving product adoption, and executing renewal processes while maintaining strong relationships with clients.
Artificial Intelligence (AI)Enterprise SoftwareFinancial ServicesSoftware
Responsibilities
Act as the single-threaded owner for every new customer during onboarding. Run kickoff calls, define success criteria, align on use cases, and ensure a clean sales-to-onboarding handoff
Guide customers through setup, integrations, configuration, and go-live. Manage timelines, remove blockers, and keep customers moving to activation
Teach users how to use Zocks with live trainings, walkthroughs, and simple enablement content
Ensure a smooth post-onboarding transition while staying on as the ongoing account owner
Drive user activation and usage across key product features
Monitor customer engagement signals including meeting volume, utilization, integration completion, and workflow setup
Run scheduled check-ins to reinforce value, highlight wins, and review progress
Build repeatable playbooks for increasing adoption and correcting early usage gaps
Partner with Product and RevOps to share insights on customer needs and feature impact
Own Gross ARR Retention and renewal outcomes for your book of business
Maintain clear visibility into account health using dashboards, health scores, and engagement metrics
Identify churn risks early and execute save plays including sentiment resets, retraining, and workflow redesign
Document risks and escalate where necessary with clear recommended actions
Ensure ongoing alignment with customer goals and continuously reinforce ROI
Own renewal preparation, forecasting accuracy, and timely execution
Run structured renewal processes including usage reviews, performance summaries, and value recap meetings
Confirm contract terms, seat counts, and pricing ahead of renewal cycles
Manage renewal negotiations directly with customers and ensure renewal approval happens on time
Maintain renewal documentation in Salesforce with clean, complete data
Partner with Sales to ensure a smooth handoff at contract signature and clarity on success outcomes
Work with Product on implementation feedback, customer asks, and adoption blockers
Collaborate with RevOps to improve onboarding and retention reporting, health scoring, and automation
Work with Support for escalations and ensure customers understand engagement paths after onboarding
Document customer configurations, onboarding progress, known risks, and adoption milestones
Update onboarding and renewal playbooks based on learnings and patterns from your accounts
Identify opportunities for automation or simplification in workflows, templates, and customer communication
Own accuracy and upkeep of notes, tasks, and renewal data across Salesforce and internal tools
Qualification
Required
2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company
Proven success driving fast time-to-value and strong renewals
Strong communication skills and confidence leading customer-facing calls
Comfortable working across Sales, Product, Engineering, Support, and RevOps
High technical curiosity with willingness to learn product workflows and integrations
Highly organized with strong operational discipline and attention to detail
Ability to manage multiple accounts at once and keep customers moving without friction
Preferred
Experience in wealth-tech, fintech, or regulated SaaS
Background in onboarding or implementations with integrations and configuration steps
Familiarity with Salesforce and SalesLoft
Experience with health scoring, renewal processes, and churn prevention frameworks
Benefits
Variable quarterly bonus that is paid based on each individual's attainment of retention and upsell goals
Company
Zocks | AI for Advisors
Zocks is the AI Assistant for financial services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$19.3MKey Investors
Motive VenturesLightspeed Venture Partners
2025-03-06Series A· $13.8M
2024-02-15Seed· $5.5M
Leadership Team
Mark Gilbert
Co-Founder and CEO
Akos Ratku
Co-Founder, CTO
Recent News
2025-12-11
Business Wire
2025-12-02
2025-11-18
Company data provided by crunchbase