# Head of Enterprise Customer Success

**Company:** [Zocks](https://hotfix.jobs/companies/zocks)
**Location:** Remote
**Role:** Customer Success
**Salary:** $180k – $220k/yr
**Experience:** 8+ years
**Skills:** Customer Success, people leadership, enterprise accounts, customer adoption, value realization, Renewals, expansion, Change Management, Onboarding, implementation, product activation, account strategy, Financial Services, AI, Product Roadmapping
**Posted:** 2026-08-03

> 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.

## Job Description

## Responsibilities

### Build and lead the enterprise customer success team
- Recruit, mentor, and manage a team of Enterprise Customer Success Managers.
- Set the strategy, metrics, and operating model for the function as it scales.
- Coach the team through complex, multi-stakeholder engagements and create clear paths for growth.

### Drive product adoption and customer outcomes
- Drive customer adoption and usage of Zocks best practices.
- Build repeatable methodologies to help stakeholders maximize value and identify expansion opportunities.
- Own the team’s impact on value realization, expansion, and renewals.
- Partner with Sales on coordinated account strategies that deepen engagement, demonstrate measurable value, and generate expansion and renewals.

### Engage with customers
- Build relationships with senior stakeholders at strategic enterprise accounts.
- Unblock adoption, reinforce product value, and advise customers on modernizing advisory operations.

### Build systems and playbooks
- Design and refine customer engagement and best-practice playbooks.
- Establish performance metrics tied to adoption, utilization, retention, and expansion.
- Drive accountability through data-informed decisions.

### Partner cross-functionally
- Collaborate with Sales, Product, Engineering, and Solutions to align on customer needs and deliver cohesive solutions.
- Synthesize customer feedback to influence the product roadmap and advocate for workflows and features important to enterprise wealth firms.

## Requirements
- 8+ years of experience in enterprise customer success, strategic consulting, client advisory, or a similar field.
- 4+ years of direct people-leadership experience building and managing a team.
- Prior experience in a wealthtech or fintech company or financial services firm is a plus.
- Executive credibility and the ability to earn trust with senior stakeholders in financial services firms.
- Operational rigor, including the ability to 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.
- Ability to operate in a fast-paced, ambiguous, high-growth environment while balancing strategic initiatives with hands-on execution.
- Strong interest in AI and its impact on wealth management and financial services.

## Compensation
- **Base salary:** $180,000–$220,000
- Equity grant; details included in the offer.

## Benefits
- Medical insurance with 100% of the employee premium covered; two plan options through UnitedHealthcare Select Plus.
- Dental insurance with 99% covered and a $1,500 annual benefit through Guardian.
- Vision insurance with 99% covered and a $150 frames and contacts allowance through Guardian/VSP.
- FSA matching dollar-for-dollar up to $500 per year.
- Unlimited PTO, paid sick time, and 11 paid holidays.
- Fully paid parental leave: 12 weeks for birthing parents and 6 weeks for non-birthing parents.
- 401(k) through Guideline with pre-tax and Roth options and low-cost Vanguard funds.
- MacBook laptop and Google Workspace, Slack, and Zoom provided.
- Growth opportunities for high performers after six months.
- Collaborative, low-ego culture.

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