Note: The job is a remote job and is open to candidates in USA. 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
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
Company Overview