Head of Enterprise Customer Success
$312,000–$312,000 year
RemoteCalifornia, United States or Arizona, United States
California, United States or Arizona, United StatesRemoteFull Time$312,000–$312,000 yearSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Own post-sales outcomes for Zocks' largest strategic customers, including large RIAs, broker-dealers, and banks. Recruit, mentor, and manage a team of Enterprise CSMs while personally engaging with executive stakeholders to drive adoption, value realization, and renewals. Build repeatable methodologies and playbooks that scale customer engagement, partnering cross-functionally with Sales, Product, and Engineering to influence the roadmap. Establish performance metrics tied to utilization and expansion, ensuring every enterprise client achieves measurable results from Zocks.
Required Qualifications
- 8+ years of experience in enterprise customer success, strategic consulting, client advisory or similar
- 4+ years direct people leadership experience building and managing a team
- Executive credibility: You speak the language of senior stakeholders in financial services firms and have the presence to earn trust up and down the organization
- Operational rigor: You build frameworks and systems for engineering customer outcomes and change management
- Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement
- Comfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution
Desired Qualifications
- Prior experience in a wealthtech/fintech company or financial services firm
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