Implementation Manager

Job Description

Job Description

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

 

THE OPPORTUNITY

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.

 

WHO YOU ARE

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.

WHAT YOU'LL DO

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

Client Success & Project Management:

• Act as the technical point of contact for customer deployments, managing multiple workstreams 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.

Technical Leadership:

• 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.

Collaboration & Enablement:

• 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.

 

WHAT WE'RE LOOKING FOR

Requirements

• 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.

• Relishes collaborating with diverse teams to achieve shared success.

• Exhibits strong customer-facing skills, with a high emotional intelligence (EQ) and a passion for working directly with clients.

Bonus qualifications

• Familiarity with Financial Services workflows and compliance requirements.

• Technical experience with relational databases (e.g., PostgreSQL, MSSQL) or programming (e.g., JavaScript, Python).

• Exposure to enterprise tools such as Salesforce, Office 365, Virtual Meeting Platforms, VoIP systems, REST APIs and BI tooling

 

LOGISTICS

The details

• Hybrid role - in office 3 days a week (we’re located in the amazing Fabrica building in RiNo)

• First 60 days are fully in-office

• Background and reference checks required as part of onboarding

Interview process: 

• 30-min recruiter screen 

• Up to three 30-45-min video or onsite interviews

• Offer pending references. 

Total estimated time: ~3 hours

 

COMPENSATION

• $80,000-$95,000 base salary

• Equity - we're all building this together

BENEFITS

The full picture

Health

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)

• Dental: 99% covered - Guardian, $1,500 annual benefit

• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance

• FSA: Zocks matches dollar-for-dollar up to $500/year

Time off

• Unlimited PTO

• Paid sick time

• 11 paid holidays

Family

• Birthing parent: 12 weeks fully paid parental leave

• Non-birthing parent: 6 weeks fully paid parental leave

Financial

• 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds

Everything else

• MacBook laptop + Google Workspace, Slack, and Zoom provided

• Equity grant - details included as part of your offer

• Growth opportunities for high performers after 6 months

• Collaborative, low-ego culture with smart, kind teammates

 

EQUAL OPPORTUNITY

Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.

We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.