Account Manager
Zocks | AI for Advisors, Denver, CO, United States
Account Manager
The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers. You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes. Key responsibilities include: Customer onboarding ownership (first 60 days) Adoption and value realization Churn prevention and account health Renewal management (120 days leading up to renewal) Cross-functional alignment Operational excellence Key performance indicators include: Onboarding: time-to-value, activation and usage rates in first 60 days, onboarding completion within target window, customer sentiment at onboarding completion Post onboarding: gross revenue retention across your book ARR, logo renewal rate and on-time renewals, usage and adoption metrics, frequency of proactive customer touchpoints, accurate forecasting and CRM hygiene Qualifications: 2 to 5 plus years in account management, customer success, or onboarding at a B2B SaaS company Proven success driving fast time-to-value and strong renewals Strong communication skills and confidence leading customer-facing calls Comfortable working across sales, product, engineering, support, and revops High technical curiosity with willingness to learn product workflows and integrations Highly organized with strong operational discipline and attention to detail Ability to manage multiple accounts at once and keep customers moving without friction Preferred experience: Experience in wealth-tech, fintech, or regulated SaaS Background in onboarding or implementations with integrations and configuration steps Familiarity with Salesforce and SalesLoft Experience with health scoring, renewal processes, and churn prevention frameworks $70,000 - $90,000 a year. In addition to base salary range listed above, each role includes a variable quarterly bonus that is paid based on each individual's attainment of retention and upsell goals. We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
The Account Manager is responsible for owning the full post-sale lifecycle for a set of customers from the moment they sign through their renewal. This role blends onboarding ownership with long-term account management. You will guide customers through setup, launch, early adoption, and ongoing success, ensuring they achieve fast time-to-value and remain successful and retained customers. You will run structured onboarding for the first 60 days, then continue as the primary relationship manager responsible for adoption, sentiment, value realization, renewal readiness, and churn prevention. This is a hands-on role for someone who loves helping customers win, shaping process, and driving measurable retention outcomes. Key responsibilities include: Customer onboarding ownership (first 60 days) Adoption and value realization Churn prevention and account health Renewal management (120 days leading up to renewal) Cross-functional alignment Operational excellence Key performance indicators include: Onboarding: time-to-value, activation and usage rates in first 60 days, onboarding completion within target window, customer sentiment at onboarding completion Post onboarding: gross revenue retention across your book ARR, logo renewal rate and on-time renewals, usage and adoption metrics, frequency of proactive customer touchpoints, accurate forecasting and CRM hygiene Qualifications: 2 to 5 plus years in account management, customer success, or onboarding at a B2B SaaS company Proven success driving fast time-to-value and strong renewals Strong communication skills and confidence leading customer-facing calls Comfortable working across sales, product, engineering, support, and revops High technical curiosity with willingness to learn product workflows and integrations Highly organized with strong operational discipline and attention to detail Ability to manage multiple accounts at once and keep customers moving without friction Preferred experience: Experience in wealth-tech, fintech, or regulated SaaS Background in onboarding or implementations with integrations and configuration steps Familiarity with Salesforce and SalesLoft Experience with health scoring, renewal processes, and churn prevention frameworks $70,000 - $90,000 a year. In addition to base salary range listed above, each role includes a variable quarterly bonus that is paid based on each individual's attainment of retention and upsell goals. We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.