Manager, Product Success
$312,000–$312,000 year
HybridDenver, Colorado, United States
Job Summary
Lead product utilization and value realization for Zocks' SMB customers, including advisors at large RIAs and broker-dealers. Build and lead a high-caliber team of Product Advisors, recruiting, mentoring, and designing playbooks to accelerate user activation and workflow expansion. Track adoption metrics to develop data-driven strategies, proactively monitor account portfolios for configuration improvements, and conduct targeted advisory sessions. Partner with Sales, Marketing, and Product to optimize UX flows, create scalable training content, and identify expansion opportunities within existing accounts.
Required Qualifications
- 6+ years of experience in scale customer success, implementation, activation or similar
- 3+ years direct people leadership experience building and managing a team
- Fluency in modern customer success motions including onboarding and implementation, product activation, value realization, and customer engagement
- This role is based in the Denver area
- requires a hybrid work schedule (2-3 days in office)
- Background and reference checks required as part of onboarding
Desired Qualifications
- Prior experience in a wealthtech/fintech company or financial services firm
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.