Remote Enterprise Account Manager - WealthTech SaaS

Zocks; San Francisco (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision coverage

401(k) with company match

Unlimited PTO

Equity opportunity

MacBook laptop

Job summary

Zocks is seeking an Account Manager to own the full post-sale lifecycle for a set of customers from signup through renewal.

You'll lead structured onboarding for 60 days, drive adoption and value realization, monitor health, and execute a renewal playbook while partnering with Sales, Product, and RevOps to optimize retention. This is a hands-on role for customer-focused, process-driven professionals.

Qualifications

• 2–5+ years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
• Experience in wealth-tech, fintech, or regulated SaaS.
• Strong renewal and time-to-value impact demonstrated.

Responsibilities

• Own onboarding and post-sale lifecycle for a book of customers.
• Lead 60-day onboarding, then manage adoption and renewal readiness.
• Develop health reviews and renewal playbooks.
• Collaborate with Sales, Product, and RevOps to improve onboarding.
• Maintain renewal docs in Salesforce with accurate data.

Skills

Customer Success

B2B SaaS

Wealth tech

Communication

Education

Bachelor’s degree in Business/Related field

Tools

Salesforce

SalesLoft

CRM dashboards

Job description

Zocks is seeking an Account Manager to own the full post-sale lifecycle for a set of customers from signup through renewal.

You'll lead structured onboarding for 60 days, drive adoption and value realization, monitor health, and execute a renewal playbook while partnering with Sales, Product, and RevOps to optimize retention. This is a hands-on role for customer-focused, process-driven professionals.