Remote Enterprise Account Manager — Renewals & Adoption

Zocks; Northern (KY); Hybrid; USD 100,000 - 170,000; Full time

Benefits offered by this job

Unlimited PTO

Equity

Remote-friendly

Health benefits

MacBook laptop provided

Job summary

Zocks AI in the United States is seeking a remote Account Manager to own the end-to-end post-sale lifecycle for a set of wealth-tech clients, guiding onboarding, adoption, and renewal.

You’ll run onboarding for 60 days and stay as the primary relationship owner for adoption, value realization, renewal readiness, and churn prevention. This is a high-impact, revenue-focused role with strong growth and equity opportunities.

Qualifications

• 2 to 5+ years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
• Experience in wealth-tech, fintech, or regulated SaaS.
• Proven success driving fast time-to-value and strong renewals.
• Strong communication skills and confidence leading customer-facing calls.
• Comfortable working across Sales, Product, Engineering, Support, and RevOps.
• High technical curiosity with willingness to learn product workflows and integrations.
• Highly organized with strong operational discipline and attention to detail.
• Ability to manage multiple accounts at once and keep customers moving without friction.

Responsibilities

• Own Gross ARR retention and renewal outcomes for your book of business.
• Lead onboarding for first 60 days and continue as ongoing account owner.
• Guide customers through setup, go-live, and adoption with measurable value.
• Identify risks early and run health reviews to prevent churn.
• Develop renewal playbooks and execute renewal processes.
• Collaborate with Product and RevOps to share customer insights and needs.
• Maintain renewal data and health dashboards in Salesforce.
• Partner with Sales to ensure smooth handoffs and successful post-sale outcomes.

Skills

Account management

Customer success

Onboarding

Wealth-tech

Communication

Technical curiosity

Operational discipline

Multi-account management

Tools

Salesforce

SalesLoft

Job description

Zocks AI in the United States is seeking a remote Account Manager to own the end-to-end post-sale lifecycle for a set of wealth-tech clients, guiding onboarding, adoption, and renewal.

You’ll run onboarding for 60 days and stay as the primary relationship owner for adoption, value realization, renewal readiness, and churn prevention. This is a high-impact, revenue-focused role with strong growth and equity opportunities.