# Manager, Product Success

**Company:** [Zocks](https://hotfix.jobs/companies/zocks)
**Location:** Denver, CO
**Role:** Customer Success
**Salary:** $130k – $150k/yr
**Experience:** 6+ years
**Skills:** Customer Success, Customer Engagement, product activation, Customer Onboarding, implementation, value realization, product adoption, People Management, Data Analysis, playbook development, artificial intelligence, wealth management, Financial Services
**Posted:** 2026-08-03

> 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.

## Job Description

## Responsibilities

### Build and lead the Product Success Specialists team
- Recruit, mentor, and manage a team, setting a high bar for customer engagement and product expertise.
- Provide actionable feedback and create clear paths for growth.
- Track and drive key leading and lagging adoption metrics.
- Develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.

### Drive product adoption and utilization
- Accelerate time-to-value for new SMB customers through scalable programs that educate customers on best practices and drive initial activation.
- Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts.
- Identify opportunities to improve configuration and product utilization.
- Conduct targeted advisory sessions to help customers drive deeper adoption.
- Partner with Sales and Account Management to identify expansion opportunities in existing customers.

### Create scalable solutions
- Develop one-to-many solutions that drive product education and activation based on patterns identified in customer conversations.
- Partner with Product to optimize in-product UX and onboarding flows.
- Collaborate with Implementation and Marketing to create scaled training and education content.

## Requirements
- 6+ years of experience in scale customer success, implementation, activation, or a similar field.
- 3+ years of 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.
- Creative, systematic thinker who continuously looks for ways to scale or automate workstreams.
- Proactive problem solver who identifies trends, uncovers improvement opportunities, standardizes best practices, and uses data and reporting to direct strategy.
- Builder mentality and comfort operating in a fast-paced, ambiguous, high-growth environment.
- Strong interest in AI and its impact on wealth management and financial services.

## Nice-to-have
- Prior experience in a wealthtech or fintech company, or a financial services firm.

## Compensation and Benefits
- $130,000–$150,000 base salary.
- Equity grant included as part of the offer.
- Medical coverage with 100% of the employee premium covered.
- Dental and vision coverage with 99% covered.
- Dollar-for-dollar FSA matching 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) with pre-tax and Roth options.
- MacBook laptop and Google Workspace, Slack, and Zoom provided.
- Growth opportunities for high performers after six months.

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