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:

• Lead multiple concurrent enterprise implementations with full accountability for timelines, scope, and high-impact outcomes.
• Run discovery sessions to define technical requirements, design scalable integration solutions tailored to enterprise FinServ needs and identify expansion opportunities.
• Set and track measurable success metrics such as adoption and usage to ensure clients go live fast and see immediate value.
• Act as the primary technical advisor to key client stakeholders, pushing toward best practices while adapting to real-world constraints.

Technical Leadership:

• Architect and execute API integrations across client systems, including CRMs, VoIP systems, and virtual meeting platforms.
• Serve as the senior escalation point for complex technical blockers; you are expected to troubleshoot integrations directly rather than just escalating them.
• Partner closely with Product and Engineering teams to test, document, and ship improvements that unlock customer value and improve deployability.

Collaboration & Scalability:

• Develop and refine implementation playbooks, templates, and repeatable processes to raise the bar on delivery standards.
• Act as a mentor to Associate and Mid-level Implementation Managers, sharing best practices and technical expertise.
• Simplify complex technical concepts to drive understanding and adoption among non-technical executive stakeholders.

Required Skills and Qualifications:

• 5+ years in SaaS implementation, solutions engineering, or technical delivery roles.
• Proven ability to lead complex, multi-stakeholder deployments and manage competing priorities without losing momentum.
• Excellent communication skills, equally effective with engineers or C-suite executives.
• Deep ownership mindset: you don't wait for problems to solve themselves
• You exhibit strong customer-facing skills and can navigate high-pressure environments with composure and empathy.
• Strong API and systems integration experience; comfortable reading logs and navigating technical ambiguity.

Nice to Have:

• Familiarity with Financial Services workflows (e.g., wealth management, insurance) and compliance-sensitive requirements.
• Experience with relational databases (PostgreSQL, MSSQL) and working knowledge of JavaScript or Python.
• Exposure to enterprise tools like Salesforce, Office 365, Redtail, Wealthbox, and BI tooling.

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!