Head of Customer Success

Job not on LinkedIn

🕒 August 4

🌵 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

💵 $180k - $220k / year

⏰ Full Time

🔴 Lead

🏆 Customer Success

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 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

🎯 Requirements

• 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

🏖️ 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 + 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