Implementation Manager

Apply by September 15 | $80,000-$95,000 base + equity

Join a team that’s changing financial services

Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.

We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

The SHARC in the room

At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.

S
- Sharp

You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.

H
- Hungry

You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.

A
- Adaptable

Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.

R
- Resilient

Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.

C
- Curious

You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.

We’re seeking an Implementation Manager to join our team and play a pivotal role in driving success for our Financial Services clients. This individual will be a problem-solver who thrives on tackling challenges across technical, workflow, and business domains. With a focus on delivering high-impact outcomes, you will manage multiple client projects, ensuring seamless deployments and integrations that align with client goals.

This role is perfect for someone who thrives in customer-facing environments, with a strong passion for building relationships and delivering exceptional experiences. You must love working with customers and find joy in solving their most complex challenges.

Your day-to-day

• Act as the technical point of contact for customer deployments, managing multiple work streams across diverse teams.

• Collaborate with clients to define success criteria, deployment milestones, and usage targets.

• Manage projects end-to-end, ensuring alignment with client expectations and timely delivery.

• Lead integration efforts, defining and deploying solutions that meet client-specific needs.

• Serve as an escalation point for technical and integration-related challenges.

• Work with product and engineering teams to test, document, and roll out new features to clients.

• Work with support teams to address and resolve complex customer issues.

• Partner with cross-functional teams to translate client requirements into actionable technical solutions.

• Simplify technical concepts to drive understanding and adoption among non-technical stakeholders.

• 3+ years of experience in technical implementation or solutions delivery roles.

• Strong project management skills with a proven ability to manage multiple concurrent projects.

• Experience with SaaS platforms, APIs, and system integrations.

• Excellent communication skills to engage both technical and non-technical stakeholders.

• Outcome-oriented mindset, capable of prioritizing tasks to meet client objectives.

• Thrives in a high-visibility, high-impact role and is comfortable managing competing priorities.

• Enjoys problem-solving across varying domains, from technical integrations to business workflows.

• Reli…