Apply by
Sept 1 |
$80,000-$90,000 base + equity
THE OPPORTUNITYJoin a team that's changing financial servicesOur Product Success Specialist role blends user activation, customer education, product expertise, and scaled programs. You'll build and run onboarding and adoption playbooks that accelerate SMB customers to activate their initial workflows and expand into new ones. You will advise and educate users on the Zocks platform, and help us create scaled adoption programs based on your insights.
What You'll Do- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation
- Proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption
- Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
- Partner with Product to optimize our in-product UX and onboarding flows
- Collaborate with Implementation & Marketing to create new scaled training and education content
- Partner with Sales and Account Management to identify expansion opportunities in existing customers
WHAT WE'RE LOOKING FORRequirements- 3+ years experience in implementation, activation, scale customer success, or similar.
- Experience managing a high-volume book of business in a scale, SMB, or similar segment.
- Prior experience in a wealthtech/fintech company or financial services firm is a big plus.
- Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
- Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
- Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
- Strong interest in AI and how it will transform wealth management and financial services.
LOGISTICSThe details- This role is based in the Denver area and requires a hybrid work schedule (2-3 days in office)
- Background and reference checks required as part of onboarding
Interview process: - 30-min recruiter screen
- Up to three 30-45-min video or in-office interviews
- Offer pending references.
Total estimated time: ~3 hours
COMPENSATION- $80,000-90,000K base salary
- Equity - we're all building this together
BENEFITSThe full pictureHealth- 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
