Network Account Manager at Zocks

Job description

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. The Network Account Manager owns the execution and growth of Zocks’ Partner networks. Where the Senior Director of Strategic Partnerships sources new Partnership Agreements and builds executive champions, the Network Account Manager owns the realization of the partnership into adoption and execution within the network. You are the operator who executes on every commitment in the Partnership Agreement and drives bottom-up user growth across the partner’s advisor network. This role is a hybrid of an Account Manager and an Account Executive. Like an Account Manager, you are responsible for maintaining the relationship with an existing partner, while you must also exercise your sales skills to ensure that the network continues to grow. Your mandate is to maximize net-new advisor bookings and overall network penetration inside each network account. Key Responsibilities Partnership Onboarding & Handoff Ownership Serve as the single-threaded owner of each assigned network partnership the moment the Partnership Agreement is signed and the Senior Director of Strategic Partnerships hands off the relationship. Run a structured handoff to inherit context on Home Office champions, early adopters, committed marketing activities, key contacts, and partnership goals. Build a partnership launch plan for each network with defined milestones, activation targets, and timelines for the first 90 days. Establish and maintain working relationships with the partner’s internal champions, practice management, marketing, and field-facing teams. Partnership Agreement Execution Own delivery of every Zocks obligation in the MPA, including discounted-rate coupon codes, partner-specific demo and onboarding scheduling, free-trial setup, and co-marketing deliverables. Coordinate and execute committed co-marketing activities such as joint webinars, newsletter placements, partner-website listings, and conference participation, partnering with the ABM and Marketing teams. Track commitment fulfillment against each agreement’s timeline (e.g., webinars within the first 60 and 180 days) and ensure Zocks meets every obligation on schedule. Act as the operational liaison ensuring the partner upholds their commitments, escalating to the Director of Strategic Partnerships when senior-level intervention is needed. Bottoms-Up Adoption & Network Penetration Drive advisor-level awareness and adoption across each network through field engagement, targeted outreach, group demos, and enablement sessions. Map the addressable advisor base within each network and bu