AI-Driven Product Success Specialist

zocks; Denver (CO); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Unlimited PTO

Paid sick time

11 paid holidays

Equity grant

Job summary

Zocks AI in Denver is seeking a Product Success Specialist to lead onboarding, adoption, and education for SMB customers. You will design scalable programs, educate users on the Zocks platform, and partner with Product, Marketing, and Sales to drive expansion.

Ideal candidates have 3+ years in implementation or customer success, a track record with high-volume SMB accounts, and a strong interest in applying AI to wealth management.

Qualifications

• 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.
• 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.

Responsibilities

• 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.

Skills

Customer success

Account management

Wealthtech/fintech experience

AI interest

Job description

Zocks AI in Denver is seeking a Product Success Specialist to lead onboarding, adoption, and education for SMB customers. You will design scalable programs, educate users on the Zocks platform, and partner with Product, Marketing, and Sales to drive expansion.

Ideal candidates have 3+ years in implementation or customer success, a track record with high-volume SMB accounts, and a strong interest in applying AI to wealth management.