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Denver, Colorado, United States
Hybrid
Apply by Sept 15 | $120,000-$135,000 base + equity
THE OPPORTUNITY
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
WHAT YOU'LL DO
The majority of your time will be spent working directly with our clients: understanding their workflows, earning the trust of their technical and business teams, and guiding them to get maximum value from the Zocks platform.
You'll need to stay on the cutting edge of what's possible with our software to translate that capability into solutions that work in the real world. You're the bridge between what Zocks can do and what customers actually need.
You will lead complex enterprise deployments from kickoff through adoption and expansion, drive integrations hands-on, and ensure customers go live fast and see measurable outcomes. You'll operate at the intersection of Product, Engineering, and Customer Success. Turning ambiguity into execution and strategy into shipped results.
You should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems.
Zocks AI is at the forefront of AI-powered transformation in compliance-sensitive industries. You'll shape how customers experience our product, influence roadmap decisions, and directly impact retention and growth.
If you move fast, think strategically, execute relentlessly, and genuinely enjoy solving complex customer problems, we want to talk.
WHAT WE'RE LOOKING FOR
LOGISTICS
Interview process:
Total estimated time: ~3 hours
COMPENSATION
BENEFITS
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.