Director, Implementation

Zocks | AI for Advisors; Denver (CO); Hybrid; USD 180,000 - 225,000; Full time

Benefits offered by this job

Equity

Job summary

Zocks | AI for Advisors is seeking a Director of Implementation to lead onboarding, deployment, and training for enterprise and mid-market clients. You will build scalable playbooks, guide cross-functional teams, and ensure fast time-to-value for customers in the financial services space.

You’ll recruit and develop a high-caliber team, own delivery outcomes end-to-end, and partner with Sales, Product, and Support to optimize the customer journey.

Qualifications

• 7+ years in implementation or post-sales, with team leadership.
• Experience in financial services and customer systems (CRMs, FP software).
• Ability to discuss technical questions credibly with customers.
• Proven history of hiring and scaling customer-facing teams.

Responsibilities

• Lead and develop the Implementation team for mid-market and enterprise clients.
• Define scalable implementation methodologies and playbooks.
• Manage capacity, staffing, and forecasting for growth.
• Ensure time-to-live, deployment quality, and customer adoption at go-live.
• Collaborate with Sales, Support, Product, and Post-Sales teams.

Skills

Implementation leadership

Team building

Client-facing

Technical fluency

SaaS delivery

Tools

CRMs

Financial Planning Software

Custodian Software

Job description

THE OPPORTUNITY

Join a team that’s changing financial services Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

WHO YOU ARE

The SHARC in the room At Zocks, we hire for SHARC - five qualities that define how our best people work and win together. S - Sharp You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership. H - Hungry You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode. A - Adaptable Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next. R - Resilient Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture. C - Curious You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking. 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

Compensation $180,000-$225,000 base salary

Equity - we're all building this together