Requires 2–5+ years in account management, customer success, or onboarding at a B2B SaaS company, with strong communication, renewal, organization, technical curiosity, and cross-functional collaboration skills.
Key Responsibilities
- managing accounts
- driving adoption
- managing renewals
Skills & Tools
Salesforce, SalesLoft, UnitedHealthcare Select Plus, Guardian, Vanguard, MacBook, Google Workspace, Slack, Zoom
Job Details
- Category: Business Operations
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States or Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or New Jersey or Nevada or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Washington or Wisconsin
- Salary: USD 100,000 – 110,000 / year
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
- Generous parental leave
About Zocks
A financial technology company providing an AI assistant that helps financial advisors automate operational work and grow their businesses. — Industry: Information Technology