Enterprise Account Manager

Summary

Zocks is an AI assistant for financial advisors that helps automate operational work and grow advisory businesses. The Enterprise Account Manager owns the full post-sale customer lifecycle, including onboarding, adoption, value realization, account health, churn prevention, and renewals, while partnering cross-functionally to drive retention outcomes.

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

Skills

• * 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company
• * Experience in wealth-tech, fintech, or regulated SaaS
• * 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
• * This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
• * 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

Qualifications

Must Haves

• * 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company
• * Experience in wealth-tech, fintech, or regulated SaaS
• * 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
• * This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI

Nice to Haves

• * 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

• $60K Commission
• Equity - we're all building this together
• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
• Dental: 99% covered - Guardian, $1,500 annual benefit
• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
• FSA: Zocks matches dollar-for-dollar up to $500/year
• Unlimited PTO
• Paid sick time
• 11 paid holidays
• Birthing parent: 12 weeks fully paid parental leave
• Non-birthing parent: 6 weeks fully paid parental leave
• 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
• MacBook laptop + Google Workspace, Slack, and Zoom provided
• Equity grant - details included as part of your offer
• Growth opportunities for high performers after 6 months
• Collaborative, low-ego culture with smart, kind teammates