Manager, Customer Success
zocks | ai for advisors
- Salary
- $130k - $150k
- Experience
- 6+ yrs
- Location
- Denver, Colorado, United States
- Job type
- Full-time
Required skills
- UnitedHealthcare Select Plus
- Guardian
- VSP
- Guideline
- Vanguard
- MacBook
- Google Workspace
- Slack
- Zoom
About the role
Requires 6+ years in customer success, implementation, activation, or similar, including 3+ years of direct people leadership. Requires customer success expertise, scalable program design, data-driven problem solving, and financial services experience preferred.
About zocks | ai for advisors
Privacy-first AI software platform that automates workflows for financial advisors and wealth-management firms.
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