Customer Success Manager — Growth & Adoption Leader

Zocks | AI for Advisors; Denver (CO); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision coverage

Flexible FSA

Unlimited PTO

Paid holidays

Parental leave

401(k)

Job summary

Zocks AI is seeking a Manager, Customer Success in the Denver area. You will own product utilization and value realization for Zocks' SMB customers, including advisors affiliated with large RIAs and other financial services firms.

You will build and lead a high-caliber team of Product Success Specialists who accelerate users to activate initial workflows and expand into new ones. You'll recruit, develop, and design playbooks and systems for growth.

Qualifications

• 6+ years in scale customer success, implementation or activation.
• 3+ years direct people leadership experience building and managing a team.
• Prior wealthtech/fintech experience in financial services is a plus.
• Creative, systematic thinker who scales or automates workstreams over time.
• Proactive problem solver who identifies trends to uncover improvement opportunities and standardize best practices.
• Builder mentality; adaptable in a fast-paced, high-growth environment.
• Fluency in onboarding, implementation, product activation, value realization and customer engagement.
• Strong interest in AI and its impact on wealth management and financial services.

Responsibilities

• Recruit, mentor, and manage a team of Customer Success Specialists with high engagement and product expertise.
• Provide actionable feedback and clear paths for growth.
• Track and drive leading and lagging adoption metrics; design data-driven adoption playbooks with GTM and Product leadership.
• Accelerate time-to-value for SMB customers by delivering scalable programs that educate on best practices and initial activation.
• Build a repeatable method to monitor a large SMB portfolio and identify opportunities to improve configuration and utilization.
• Partner with Sales to identify expansion opportunities in existing customers.
• Create one-to-many solutions that educate and activate based on patterns in customer conversations; collaborate with Product to optimize UX and onboarding.

Skills

Leadership

Wealthtech

Problem solving

Adaptability

Builder mentality

Customer success

AI interest

Job description

Zocks AI is seeking a Manager, Customer Success in the Denver area. You will own product utilization and value realization for Zocks' SMB customers, including advisors affiliated with large RIAs and other financial services firms.

You will build and lead a high-caliber team of Product Success Specialists who accelerate users to activate initial workflows and expand into new ones. You'll recruit, develop, and design playbooks and systems for growth.