Implementation Manager

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.