Teams at Zocks

Own outbound sourcing strategy across open roles, building passive-candidate pipelines from scratch through Boolean and X-ray search, LinkedIn Recruiter, and personalized outreach. Conduct candidate conversations, evaluate initial fit, and partner with hiring managers and leadership on search strategy. Manage searches end-to-end, adapt sourcing approaches, and represent Zocks to prospective candidates.

Own partner-network relationships after agreement signing, managing onboarding, contractual commitments, co-marketing, advisor adoption, and network penetration. Drive net-new bookings, expansions, trials, conversions, webinars, demos, and enablement activities. Track activation and pipeline metrics in Salesforce, coordinate with strategic partnerships, marketing, sales, account management, RevOps, and product teams, and forecast bookings across multiple financial-advisor networks.

Lead and scale the enterprise customer success function for Zocks, managing a team of Enterprise CSMs to drive adoption, value realization, renewals and expansion with large RIAs, broker-dealers, banks and financial firms. Build playbooks, metrics, and cross-functional partnerships while personally engaging executive stakeholders to ensure measurable customer outcomes.