Account Manager (SMB)

Descripción del puesto

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, c…