Enterprise Account Manager

🕒 il y a 1 mois

🌵 Arizona, California, +21 états de plus – Distant

🌵 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 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

🚫👨‍🎓 Aucun diplôme requis

👻 Score fantôme 13%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Zocks | AI for Advisors

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2022

🤖 Intelligence artificielle

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks est une plateforme d'IA axée sur la protection de la vie privée, conçue spécialement pour les conseillers financiers, prenant en charge les praticiens indépendants, les cabinets de taille moyenne et les entreprises. Elle automatise des tâches clés telles que la prise de notes, la préparation de réunions et la communication avec les clients, améliorant ainsi l'efficacité des flux de travail et la collaboration. Zocks assure la conformité et le contrôle des données sans enregistrer les conversations, permettant aux conseillers de se concentrer davantage sur les relations avec les clients tout en s'intégrant parfaitement dans les systèmes CRM et outils existants.

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

🎯 Exigences

• 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)

🏖️ Avantages

• 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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