Network Account Manager

Vaga não está no LinkedIn

🕒 Agosto 28

🌵 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

💵 $110.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

👻 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 execution and growth of Zocks’ partner networks • Take ownership of assigned network partnerships after Partnership Agreement signature and handoff • Run structured handoffs covering champions, early adopters, marketing activities, contacts, and goals • Build 90-day partnership launch plans with milestones, activation targets, and timelines • Maintain relationships with partner champions, practice management, marketing, and field-facing teams • Deliver Zocks obligations in MPAs, including coupon codes, demos, onboarding scheduling, free-trial setup, and co-marketing deliverables • Coordinate joint webinars, newsletter placements, partner-website listings, and conference participation • Track agreement commitments and ensure timely fulfillment • Liaise operationally with partners and escalate issues to the Director of Strategic Partnerships • Drive advisor awareness and adoption through field engagement, targeted outreach, group demos, and enablement sessions • Map addressable advisor bases and develop network penetration plans • Run webinars, office hours, and onboarding clinics • Monitor coupon redemptions, trial starts, conversions, and other activation metrics • Own net-new advisor bookings for Professional and Ultimate subscriptions • Grow network penetration quarter over quarter • Execute tier upgrades and added-seat expansion opportunities • Generate and manage advisor pipelines and accurately forecast bookings • Partner with SMB Sales on larger practices and multi-advisor opportunities • Collaborate with Strategic Partnerships, ABM, Marketing, Account Management, RevOps, Product, and Product Marketing • Track partner-sourced bookings, penetration, and activation metrics in Salesforce • Share advisor and partner feedback to improve messaging and inform the roadmap

🎯 Requisitos

• 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment • Proven track record of managing complex industry workflows and the end-to-end client lifecycle • Background in wealth-tech, fintech, or regulated SaaS serving financial advisors • Proven track record of generating net-new bookings and driving adoption within a defined book of accounts or partner networks • Strong relationship-building skills with executive-level champions and individual end users • Comfortable owning execution of contractual commitments and coordinating cross-functional marketing and onboarding activities • Confident running customer-facing webinars, demos, and group enablement sessions • Highly organized with strong operational discipline and ability to manage multiple partnerships simultaneously • Proficiency with Salesforce and partnership or pipeline tracking workflows • Background and reference checks required as part of onboarding • Preferred: experience executing channel or partner-marketing programs, including co-marketing, webinars, and field activation • Preferred: familiarity with advisor distribution ecosystems including broker-dealers, RIA networks, and enterprise platforms • Preferred: experience driving bottoms-up, product-led adoption within large or networked customer bases • Preferred: familiarity with Salesforce and SalesLoft

🏖️ 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