Director, Implementation

Zocks

$180K — $225K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in implementation or related post-sales functions, including team leadership experience.
  • Strong background in financial services and familiarity with relevant customer systems.
  • Proven success in building and scaling high-performing, customer-facing teams.
  • Experience with end-to-end enterprise and mid-market SaaS implementations.
  • Outcome-oriented mindset focused on delivering customer value.
  • Proficient in creating processes, playbooks, and metrics from scratch.
  • Ability to thrive in a fast-paced, high-growth environment.

Responsibilities

  • Build and lead an Implementation Team focused on customer onboarding and deployment.
  • Coach team members through complex engagements and provide constructive feedback.
  • Develop clear roles, responsibilities, and growth paths for the team.
  • Establish a repeatable and scalable implementation methodology.
  • Manage capacity, staffing, and forecasting to accommodate growth.
  • Own implementation outcomes, ensuring quality and customer satisfaction.
  • Collaborate cross-functionally with Sales, Support, and Product teams for a smooth customer journey.

Benefits

  • 100% of employee medical premium covered for two plan options.
  • 99% covered dental benefits with a $1,500 annual limit.
  • 99% covered vision benefits with a $150 allowance for frames and contacts.
  • Unlimited PTO and paid sick time with 11 paid holidays.
  • 12 weeks fully paid parental leave for birthing parents and 6 weeks for non-birthing parents.
  • 401(k) with pre-tax and Roth options, featuring low-cost Vanguard funds.
  • Providing essential office tools such as a MacBook and collaboration software.
Full Job Description
As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value. You will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like. What You'll Do Build and lead the Implementation Team • Hire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers. • Coach the team through complex multi-stakeholder engagements and provide actionable feedback. • Develop clear roles, responsibilities and career paths for growth. Create scalable systems • Establish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it. • Manage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base. Drive customer impact • Own the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding. • Serve as a senior point of contact and escalation for the most complex and strategic deployments. Partner cross-functionally • Partner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product. • Help shape Zocks's post-sales operating model in collaboration with other functional leaders. Requirements • 7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams. • Experience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions. • A track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth. • Experience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes. • An outcome-oriented, ownership-driven approach with a focus on customer value. • Builder's mindset: You've created processes, playbooks and metrics where none existed, not just operated inside them. • Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution. Logistics • Hybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week • Background and reference checks required as part of onboarding Interview process: • 30-min recruiter screen • Up to three 30-45-min video or onsite interviews • Offer pending references. Total estimated time: ~3 hours Compensation • $180,000-$225,000 base salary • Equity - we're all building this together BENEFITS The full picture Health • 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 Time off • Unlimited PTO • Paid sick time • 11 paid holidays Family • Birthing parent: 12 weeks fully paid parental leave • Non-birthing parent: 6 weeks fully paid parental leave Financial • 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds Everything else • 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

Similar Jobs

More Jobs at Zocks

More Finance & Insurance Jobs

Find similar Director, Implementation jobs: