
Zocks helps financial advisors save time and improve client interactions by automating meeting preparation, note capture, follow-ups, and CRM updates. It is a privacy-first, enterprise-grade B2B SaaS…

Zocks helps financial advisors save time and improve client interactions by automating meeting preparation, note capture, follow-ups, and CRM updates. It is a privacy-first, enterprise-grade B2B SaaS…
Product: Privacy-first AI meeting assistant for financial advisors (notes, forms, CRM sync, document intelligence)
Founded / HQ: 2022; San Francisco, CA
Funding: $65M total; $45M Series B announced Jan 26, 2026
Founders: Mark Gilbert (CEO) and Ákos Ratku (CTO)
Meeting automation and client intelligence for financial advisors; CRM and workflow integration.
2022
Software Development
$45M
Round co-led by Lightspeed and QED Investors; brought total funding to $65M.
$13.8M
“Backed by growth-stage fintech/enterprise investors including Lightspeed Venture Partners, QED Investors, Motive Ventures, and participation from Illuminate Financial and existing backers”
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Position Overview:
The deadline to apply to this role is May 31st, 2026.
Zocks AI is seeking a Senior Implementation Manager to join our Solutions Delivery team and play a pivotal role in driving success for our enterprise Financial Services clients. This is an ownership role designed for a high-impact technical leader who can engage executive stakeholders, influence program decisions and deliver outcomes for strategic clients.
As a Senior IM, you will lead our most complex, multi-stakeholder deployments, serving as the bridge between our product’s capabilities and the client’s business transformation. You are a technical problem-solver who thrives on navigating complex organizations and structuring projects and communications to accelerate platform adoption.
You should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems under pressure.
Salary: S110,000-$125,000 with a discretionary bonus based on company performance.
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 30-minute initial call with our recruiter, and up to three 30-45 minute video or onsite interviews with members of our team, followed by an offer pending references. At least one interiew will cover hypothetical implementation scenarios. The estimated interview time commitment is up to 3 hours.
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.
Key Responsibilities:
Client Success & Project Leadership:
Technical Leadership:
Collaboration & Scalability:
Required Skills and Qualifications:
Nice to Have:
Why Join Zocks AI?
Zocks AI is redefining how Financial Services teams operate. Implementation is where strategy becomes reality. As a Senior Implementation Manager, you won’t just deliver projects - you’ll shape the customer experience, influence our product roadmap and directly impact retention and growth.
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!
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