Top Tech Jobs & Startup Jobs in Denver & Boulder, CO

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.

Work through a backlog of unconverted marketing leads using phone, AI-assisted LinkedIn prospecting, and persistent outreach. Qualify prospect interest, arrange well-prepared handoffs to Account Executives, maintain accurate CRM records, and share prospect feedback with Sales and Marketing. The role primarily targets financial advisors and wealth management professionals and focuses on increasing marketing-lead conversion.

Own the post-sale customer lifecycle for B2B SaaS accounts, including onboarding, implementation, adoption, value realization, account health, churn prevention, renewals, and retention. Lead customer trainings, manage integrations and configurations, identify risks, negotiate renewals, maintain Salesforce data, and collaborate with Sales, Product, Engineering, Support, and RevOps to improve customer outcomes and operational processes.

Build and lead Zocks’s implementation function for enterprise and mid-market financial services customers. Hire and develop Implementation Managers, create scalable onboarding and deployment methodologies, establish operating systems and metrics, manage capacity and forecasting, and own implementation outcomes including time-to-live, adoption, quality, and customer satisfaction. Serve as an escalation point for complex deployments and partner with Sales, Support, Product, and post-sales leaders to improve the customer journey.

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.