Network Account Manager

Job not on LinkedIn

🕒 August 28

🌵 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

💵 $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 15%

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 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

🎯 Requirements

• 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

🏖️ 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