Head of Customer Success

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🕒 2 dias atrás

🌵 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

💵 $180.000 - $220.000 / ano

⏰ Tempo Integral

🔴 Especialista

🏆 Sucesso do Cliente

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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 post-sales outcomes for Zocks’ largest and most strategic customers, including large RIAs, broker-dealers, banks, and other financial services firms • Build and lead a high-caliber team of Enterprise Customer Success Managers • Recruit, mentor, and manage Enterprise CSMs • Coach the team through complex multi-stakeholder engagements and create paths for growth • Set the strategy, metrics, and operating model for enterprise customer success • Drive customer adoption, utilization, value realization, expansion, and renewals • Build repeatable methodologies for guiding stakeholders and expanding usage in existing accounts • Partner with Sales on coordinated account strategies • Build relationships with senior stakeholders at strategic accounts • Design and refine customer engagement and best-practice playbooks • Establish performance metrics and drive accountability through data-informed decisions • Collaborate with Sales, Product, Engineering, and Solutions • Synthesize customer feedback to influence the product roadmap

🎯 Requisitos

• 8+ years of experience in enterprise customer success, strategic consulting, client advisory, or similar • 4+ years of direct people leadership experience building and managing a team • Prior experience in a wealthtech/fintech company or financial services firm is a big plus • Executive credibility with senior stakeholders in financial services firms • Ability to build frameworks and systems for engineering customer outcomes and change management • Fluency in modern customer success motions, including onboarding and implementation, product activation, value realization, and customer engagement • Comfort operating in a fast-paced, ambiguous, high-growth environment while balancing strategic initiatives with hands-on execution • Strong interest in AI and its transformation of wealth management and financial services • Background and reference checks required as part of onboarding

🏖️ 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 + 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