Remote Enterprise CS Leader

Zocks; San Francisco (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision coverage

401(k) with matching

Unlimited PTO

Job summary

Zocks is seeking a Head of Enterprise Customer Success to own post-sales outcomes for our largest clients, including RIAs, broker-dealers, banks and other financial services firms. You will build a high-caliber CS team, design scalable playbooks, and partner with Sales, Product and Engineering to ensure measurable value and renewals.

You will lead the team through advisory engagements, drive adoption, and shape processes that scale across complex enterprise accounts while maintaining a strong

Qualifications

• 8+ years in enterprise customer success or similar, with 4+ years in people leadership.
• Experience in wealthtech/fintech or financial services is a big plus.
• Executive credibility with senior stakeholders in financial services.
• Ability to build frameworks for customer outcomes and change management.
• Fluency in onboarding, activation, value realization and ongoing engagement.

Responsibilities

• Build and lead the enterprise CS team, recruiting and mentoring Enterprise CSMs.
• Set strategy, metrics and operating model as the function scales.
• Drive product adoption and utilization with a repeatable playbook.
• Own outcomes: value realization, expansions and renewals.
• Engage with senior stakeholders and advise on modernization of advisory ops.
• Design playbooks and systems to operate consistently and measure success.
• Collaborate with Sales, Product, Engineering and Solutions to align on needs.

Skills

Enterprise CS

Leadership

Executive communication

Operational rigor

Onboarding & adoption

Job description

Zocks is seeking a Head of Enterprise Customer Success to own post-sales outcomes for our largest clients, including RIAs, broker-dealers, banks and other financial services firms. You will build a high-caliber CS team, design scalable playbooks, and partner with Sales, Product and Engineering to ensure measurable value and renewals.

You will lead the team through advisory engagements, drive adoption, and shape processes that scale across complex enterprise accounts while maintaining a strong