
Zocks
San Francisco, CA
AI assistant for financial advisors
About
Zocks builds a privacy-first AI platform that automates administrative tasks like meeting notes, forms, and emails for financial advisors. It captures client insights from conversations and integrates with CRM systems to streamline workflows. This enables advisors to save time, provide personalized service, and grow their business.
Tech stack
Onboarding, Demand Generation, Health Scoring, Salesforce, solutions architecture, JavaScript, Python, PostgreSQL, MySQL
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26Leads a frontline Support organization by managing people, service operations, KPIs, quality assurance, hiring, and scalable processes. Requires at least 2 years of client-facing team management experience in a high-growth SaaS environment and regular presence in the Denver office.
Owns execution, adoption, bookings, and expansion across strategic financial-services partner networks. The role requires 3–5+ years in wealth-tech or a regulated financial-services environment, strong account and sales skills, and proficiency with Salesforce.
Leads and scales the implementation function for enterprise and mid-market financial services customers, owning onboarding, deployment quality, adoption, and customer outcomes. Requires 7+ years in implementation or professional services and substantial experience building customer-facing teams.
Supports users of the Zocks AI platform by troubleshooting technical issues, driving feature adoption, and relaying customer feedback to product and engineering. The role requires 1–5 years of client-facing startup experience, API integration familiarity, strong communication, and a security-first approach.
Owns the end-to-end vendor diligence function, including VDDQ/RFP/RFI responses, trust-center content, data-room governance, and cross-functional coordination. Requires 4+ years of relevant experience, strong security and compliance knowledge, and the ability to communicate technical and legal details clearly.
The Senior Accountant will own key close, revenue accounting, financial reporting, audit, and process improvement activities while partnering with the Controller. The role requires a CPA, an accounting bachelor’s degree, 4–6 years of corporate accounting experience, and expertise in US GAAP and SaaS accounting.
Manages technical implementations and integrations for financial services clients, coordinating projects, resolving complex issues, and translating business requirements into technical solutions. Requires 3+ years in technical implementation or solutions delivery, strong project management, and customer-facing communication skills.
Leads a Product Success team responsible for driving SMB customer activation, product adoption, and value realization. The role combines people leadership, scalable customer-success program design, data-driven playbook development, and cross-functional collaboration across Product, Sales, Marketing, and Implementation.
Drives onboarding, activation, education, and product adoption for a high-volume portfolio of SMB customers. The role requires at least three years of implementation or scaled customer success experience, strong analytical and program-building skills, and an interest in AI-powered financial services.
Leads enterprise customer success for strategic financial-services accounts, building the team, operating model, and playbooks that drive adoption, measurable value, expansion, and renewals. Requires 8+ years in enterprise customer success or related advisory work and 4+ years of direct people leadership.
Consults with enterprise financial-services organizations to implement scalable practice-management programs, develop adoption content, and facilitate executive and advisor engagement. Requires 3–5+ years in an RIA, broker-dealer, bank, or insurance environment, strong program management, data analysis, and presentation skills.
Own and improve the company’s internal IT infrastructure, identity, endpoints, networking, security, and automation while serving as the senior escalation point for complex issues. Requires 5+ years of IT infrastructure experience, macOS and Windows administration, Google Workspace, endpoint management, and fluency in English and Hungarian.
Leads architectural direction, owns full-stack features from design through production, and mentors engineers while integrating AI capabilities into scalable customer-facing products. Requires 7+ years of full-stack development experience, strong AWS expertise, and React/Python or comparable-language proficiency.
Leads the engineering organization alongside the CTO, developing Engineering Managers, shaping strategy and operating models, and improving delivery, quality, and organizational health. Requires 10+ years of software engineering experience, multi-layer leadership, B2B SaaS expertise, and strong English and Hungarian communication skills.
Own and secure multi-region cloud infrastructure, delivery pipelines, and network boundaries while driving vulnerability remediation, incident response, and compliance readiness. The role requires 6+ years of DevOps or security experience and deep AWS security expertise.
Leads enterprise deployments, architects API integrations, conducts technical demos, and troubleshoots issues for clients in regulated industries. Requires 3+ years in solutions engineering with strong API skills and stakeholder communication.
The Staff Product Designer will lead end-to-end design for complex AI-powered B2B product areas while shaping design strategy, systems, and quality standards. The role requires deep product design experience, strategic influence, comfort with ambiguity, technical fluency, and fluent Hungarian and English.
Supports recruiters by sourcing and screening candidates, maintaining talent pipelines, and engaging passive talent. The role is designed for a proactive student fluent in Hungarian and English who is eager to learn recruitment tools and practices.
Build and optimize customer-facing Flutter applications, owning features from technical feasibility through release. The role requires strong Dart and Flutter expertise, mobile architecture experience, CI/CD and testing skills, and interest in AI-driven products.
Build and scale customer-facing software and AI-powered workflows across the full development lifecycle. The role requires at least five years of React and Python or comparable-language experience, strong AWS knowledge, and proficiency in agile software delivery.
Develop and scale customer-facing software and AI-powered workflows using Python and a modern cloud technology stack. The role requires at least five years of software development experience, strong English and Hungarian communication skills, and experience with distributed systems and agile delivery.
The Senior DevOps Engineer will build and operate scalable, secure multi-region cloud infrastructure, networking, monitoring, and delivery pipelines across cloud and private environments. The role requires 5+ years of DevOps or cloud engineering experience, strong Linux and AWS expertise, and participation in production on-call support.
Build and scale customer-facing software, integrate AI models, and improve distributed services across the full development lifecycle. The role requires 5+ years of software development experience, strong Python or comparable-language skills, and familiarity with Python, Kubernetes, React, MySQL, and AWS.
Owns end-to-end design for complex AI-powered enterprise products, partnering closely with engineering and leadership to create trustworthy, technically feasible experiences. Requires 5+ years of product design experience, strong strategic and systems thinking, technical fluency, and Hungarian and English fluency.
Leads and mentors a hands-on software engineering team, driving technical initiatives, architecture, delivery, and process improvement. Requires 7+ years of software engineering experience, at least 2 years in management, and experience with agile B2B SaaS environments.
Leads product vision, roadmap development, research, prioritization, and performance optimization for a CRM-focused software product. Requires at least five years of product management experience, strong analytical and communication skills, and experience in international Agile organizations.