Teams at Zocks

Own the full post-sale customer lifecycle for a portfolio of SMB accounts, including onboarding, adoption, value realization, account health, churn prevention, renewals, and upsell coordination. Lead customer check-ins, health reviews, renewal negotiations, and save plays while maintaining accurate Salesforce records. Collaborate with Sales, Product, Engineering, Support, and RevOps to improve customer outcomes, processes, reporting, and retention.

Partner with enterprise financial firms to design and implement scalable practice management programs. Lead executive engagement, success roadmapping, content and curriculum development, and live facilitation. Drive adoption through program design, data-driven recommendations, and feedback to Product. Travel regularly to client sites and industry events to deliver sessions and represent Zocks as a subject-matter expert.

Own outbound sourcing strategy across open roles, building passive-candidate pipelines from scratch through Boolean and X-ray search, LinkedIn Recruiter, and personalized outreach. Conduct candidate conversations, evaluate initial fit, and partner with hiring managers and leadership on search strategy. Manage searches end-to-end, adapt sourcing approaches, and represent Zocks to prospective candidates.