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Loading LAYIQ…From Zocks's posting. “We” and “our” refer to the employer.
Apply by
September 15
|
$80,000-$95,000 base + equity
THE OPPORTUNITY
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
This role is perfect for someone who thrives in customer-facing environments, with a strong passion for building relationships and delivering exceptional experiences. You must love working with customers and find joy in solving their most complex challenges.
Your day-to-day
Act as the technical point of contact for customer deployments, managing multiple workstreams across diverse teams.
Collaborate with clients to define success criteria, deployment milestones, and usage targets.
Manage projects 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.
The details
30-min recruiter screen
Up to three 30-45-min video or onsite interviews
Offer pending references.
Total estimated time: ~3 hours
Compensation
$80,000-$95,000 base salary
Equity - we're all building this together
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