Enterprise Account Manager

🕒 September 11

🌵 Arizona, California, +21 more states – Remote

🌵 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

💵 $100k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 9%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 63 days.
• Jobs at this company usually fill in 65 days.

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Zocks | AI for Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

🤖 Artificial Intelligence

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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

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