Enterprise Account Manager

🕒 Setembro 11

🌵 Arizona, California, +21 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $100.000 - $110.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 13%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Zocks | AI for Advisors

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2022

🤖 Inteligência Artificial

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks é uma plataforma de IA com foco em privacidade, projetada especificamente para consultores financeiros, apoiando profissionais autônomos, práticas de médio porte e grandes empresas. Automatiza tarefas-chave como tomada de notas, preparação de reuniões e comunicações com clientes, melhorando a eficiência do fluxo de trabalho e a colaboração. Zocks garante conformidade e controle de dados sem gravar conversas, ajudando consultores a focarem mais em seus relacionamentos com clientes enquanto se integra perfeitamente aos sistemas e ferramentas de CRM existentes.

Descrição

• Own the full post-sale lifecycle for a set of customers from signing through renewal • Run structured onboarding during the first 60 days • Act as the single-threaded owner for new customers during onboarding • Run kickoff calls, define success criteria, align on use cases, and ensure sales-to-onboarding handoff • Guide customers through setup, integrations, configuration, and go-live • Manage timelines, remove blockers, and drive activation • Teach users through live trainings, walkthroughs, and enablement content • Drive user activation and usage across key product features • Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup • Run customer check-ins and build adoption playbooks • Partner with Product and RevOps on customer needs and feature impact • Own Gross ARR Retention and renewal outcomes • Monitor account health using dashboards, health scores, and engagement metrics • Identify churn risks and execute save plays • Own renewal preparation, forecasting accuracy, and timely execution during the 120 days before renewal • Run usage reviews, performance summaries, and value recap meetings • Confirm contract terms, seat counts, and pricing • Manage renewal negotiations and approval timelines • Maintain renewal documentation in Salesforce • Partner with Sales, Product, RevOps, and Support on handoffs, feedback, reporting, automation, and escalations • Document customer configurations, onboarding progress, risks, and adoption milestones • Update onboarding and renewal playbooks • Identify workflow automation and simplification opportunities • Maintain accurate notes, tasks, and renewal data across Salesforce and internal tools

🎯 Requisitos

• 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 • Candidates must reside in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI • Background in onboarding or implementations with integrations and configuration steps (bonus) • Familiarity with Salesforce and SalesLoft (bonus) • Experience with health scoring, renewal processes, and churn prevention frameworks (bonus)

🏖️ Benefícios

• 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 provided • 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