Network Account Manager

Emploi pas sur LinkedIn

🕒 il y a 2 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

💵 $110 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 16%

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 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

🎯 Exigences

• 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

🏖️ 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 + 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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