Applications will be accepted on an ongoing basis until January 15th.
Location: Remote, USA
At this time, we are unable to hire in Montana, Alaska, Hawaii, Washington due to payroll and compliance limitations.
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 60-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is up to 4 hours. Examples of past projects or a portfolio will be required during the process.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
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$120,000 - $150,000 a year
Company Overview:
We are Zocks, an AI-based platform changing the world of financial services. Our platform helps
Financial Services professionals better serve their clients, save time, and accelerate their
business. We use AI to bridge human conversations with business systems, saving hundreds of
hours per year for our customers. We are venture-capital backed, and our founding team has
experience from leading technology companies like eMoney Advisor, Riskalyze, Microsoft,
Twilio, Ustream (acquired by IBM), and Hearsay Systems.
Purpose of the Role:
As a Senior ABM Manager, you will be the operational engine behind Zocks’ enterprise adoption
strategy. You will own the planning, execution, and optimization of account-based marketing
programs across key broker-dealers, RIAs, and enterprise networks. Your work will directly
influence advisor adoption, network penetration, and enterprise engagement.
This role requires a highly organized marketer who can operate in a fast-moving environment,
collaborate closely with Sales, Product Marketing, and Demand Gen, and bring structure, clarity,
and consistent quality to a growing ABM function. You will build and standardize multi-channel
outreach programs, manage enterprise launches and relaunches, and ensure internal
stakeholders are aligned on timelines, messaging, and expectations.
Location: US (Remote).
Key Responsibilities
● Own the end-to-end execution of ABM programs across Zocks’ enterprise accounts,
driving advisor adoption and meetings booked in partnership with the Demand Gen team.
● Drive advisor adoption through coordinated, multi-channel outbound campaigns,
personalized messaging, and structured launch/relaunch programs.
● Maintain the ABM schedule and calendar to ensure enterprise launches and relaunches
stay on track.
● Drive cross-functional alignment across Sales, Product Marketing, and Demand Gen,
ensuring launch tasks, timelines, and deliverables remain on schedule — and holding
stakeholders accountable when needed.
● Partner with Sales, Account Executives, and Account Managers to determine outreach
eligibility, coordinate enterprise rollouts, and resolve blockers.
● Standardize repeatable ABM playbooks, messaging frameworks, templates, and
campaign assets that ensure quality and consistency across all outbound motions.
● Track adoption metrics and campaign performance across enterprise accounts; surface
insights, risks, and opportunities for optimization.
● Align ABM campaigns with Product Marketing to ensure messaging, positioning, and
product capabilities are accurately reflected in outbound programs.
Skills & Experience
● 5+ years of experience in B2B SaaS marketing, ABM, demand gen, or enterprise GTM
roles.
● Demonstrated ability to thrive in a fast-paced, agile environment and manage complex
projects with multiple stakeholders.
● Experience working cross-functionally with Sales, Product Marketing, and Demand Gen
teams; experience in a global organization is a plus.
● Exceptional organizational and project management skills, with the ability to manage
multiple accounts and timelines simultaneously.
● A sharp eye for quality and detail across campaigns, messaging, and outbound
communications.
● Excellent communication skills, with the ability to influence senior stakeholders across
different departments and time zones.
● Experience in financial services or fintech is a plus; familiarity with Salesforce preferred.
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What we offer (in addition to a competitive base salary):
● Employee equity program
● Premium Health, Dental, and Vision Insurance
● 401(k) plan
● Generous PTO
We are an equal opportunity employer and never discriminate based on race, religion, national
origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability
status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and
overall success. We encourage all qualified individuals to apply.
