# Product Success Specialist

**Company:** [Zocks](https://hotfix.jobs/companies/zocks)
**Location:** Denver, CO
**Role:** Customer Success
**Salary:** $75k – $90k/yr
**Experience:** 3+ years
**Skills:** AI, Financial Services, Fintech, Customer Success, Customer Onboarding, product adoption, smb, Data Analysis, product ux, Go-to-Market Strategy, Marketing Automation, Google Workspace, Slack, Zoom
**Posted:** 2026-08-03

> 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.

## Job Description

## Responsibilities
- Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
- Proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to drive deeper adoption.
- Track and drive key leading and lagging adoption metrics, using trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
- Partner with Product to optimize in-product UX and onboarding flows.
- Collaborate with Implementation and Marketing to create scaled training and education content.
- Partner with Sales and Account Management to identify expansion opportunities in existing customers.

## Requirements
- 3+ years of experience in implementation, activation, scale customer success, or a similar field.
- Experience managing a high-volume book of business in a scale, SMB, or similar segment.
- Prior experience in a wealthtech or fintech company or financial services firm is a plus.
- Creative, systematic thinker who continuously looks for ways to scale or automate workstreams.
- Proactive problem solver who identifies trends, improvement opportunities, data, and reporting needs.
- Builder mentality; adaptable and comfortable in a fast-paced, ambiguous, high-growth environment.
- Strong interest in AI and its impact on wealth management and financial services.

## Compensation and Benefits
- $75,000–$90,000 base salary.
- Equity grant.
- Medical coverage with 100% of the employee premium covered.
- Dental and vision coverage with 99% covered.
- FSA matching up to $500 per year.
- Unlimited PTO, paid sick time, and 11 paid holidays.
- 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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