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Provide expert, multi-channel technical support for the Zocks AI platform; troubleshoot complex issues, drive user adoption, surface product feedback to engineering, ensure data privacy when handling PII, and maintain clear, empathetic communication to maximize customer success.

The Solution Engineer collaborates with clients to optimize Zocks AI usage, leads enterprise deployments, troubleshoots integrations, and builds lasting trust with stakeholders.

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.

Lead enterprise practice management engagements for large RIAs, broker-dealers, banks, and insurers. Design rollout strategies, build scalable enablement programs and content, run discovery workshops, analyze data to recommend operational improvements, and deliver in-person/virtual facilitation and industry presentations. Act as enterprise client voice to product and travel frequently for client meetings and conferences.

Lead and grow a Product Success team focused on SMB wealthtech customers. Drive product adoption, accelerate time-to-value, build repeatable playbooks and scalable education, partner with Product, Sales, and Marketing to identify expansion opportunities, and measure adoption metrics to improve utilization and activation.

Drive SMB customer onboarding and adoption by building scalable education and activation programs. Proactively manage a high-volume account portfolio, advise users, optimize product UX/onboarding, track adoption metrics, and partner with Product, GTM, Implementation, Marketing, Sales, and Account Management to increase product utilization and identify expansion opportunities.

Lead and scale the enterprise customer success function for Zocks, managing a team of Enterprise CSMs to drive adoption, value realization, renewals and expansion with large RIAs, broker-dealers, banks and financial firms. Build playbooks, metrics, and cross-functional partnerships while personally engaging executive stakeholders to ensure measurable customer outcomes.