Network Account Manager

This is a fully remote position, open to applicants in Arizona, +22 more states.

📋 Description

• Take charge of the execution and expansion of Zocks' partner networks.

• Assume responsibility for designated network partnerships following the signature and handoff of the Partnership Agreement.

• Conduct structured handoffs that encompass champions, early adopters, marketing initiatives, contacts, and objectives.

• Develop 90-day partnership launch plans that include milestones, activation targets, and timelines.

• Foster relationships with partner champions, practice management, marketing, and field-facing teams.

• Fulfill Zocks' obligations under MPAs, which include coupon codes, demonstrations, onboarding scheduling, free-trial setups, and co-marketing deliverables.

• Organize joint webinars, newsletter placements, partner website listings, and participation in conferences.

• Monitor agreement commitments and ensure they are fulfilled promptly.

• Serve as the operational liaison with partners and elevate issues to the Director of Strategic Partnerships as necessary.

• Enhance advisor awareness and adoption through field engagement, targeted outreach, group demonstrations, and enablement sessions.

• Map potential advisor bases and formulate network penetration strategies.

• Conduct webinars, office hours, and onboarding clinics.

• Track coupon redemptions, trial initiations, conversions, and other activation metrics.

• Manage new advisor bookings for Professional and Ultimate subscriptions.

• Achieve quarter-over-quarter growth in network penetration.

• Implement tier upgrades and opportunities for additional seat expansion.

• Generate and oversee advisor pipelines while accurately forecasting bookings.

• Collaborate with SMB Sales for larger practices and multi-advisor opportunities.

• Work in conjunction with Strategic Partnerships, ABM, Marketing, Account Management, RevOps, Product, and Product Marketing.

• Track partner-sourced bookings, penetration, and activation metrics using Salesforce.

• Relay advisor and partner feedback to enhance messaging and inform the product roadmap.

⛳️ Requirements

• 3-5+ years of experience in an RIA, Broker-Dealer, Bank, or Insurance setting.

• Demonstrated success in managing complex industry workflows and the complete client lifecycle.

• Experience in wealth-tech, fintech, or regulated SaaS targeting financial advisors.

• Proven ability to generate new bookings and encourage adoption within a specific set of accounts or partner networks.

• Excellent relationship-building capabilities with executive-level champions and individual end users.

• Comfortable taking ownership of contractual commitments and coordinating cross-functional marketing and onboarding efforts.

• Confident in conducting customer-facing webinars, demonstrations, and group enablement sessions.

• Highly organized with strong operational discipline and the ability to manage multiple partnerships concurrently.

• Proficient in Salesforce and partnership or pipeline tracking processes.

• Background and reference checks required during the onboarding process.

• Preferred: experience in executing channel or partner-marketing programs, including co-marketing, webinars, and field activation.

• Preferred: familiarity with advisor distribution ecosystems such as broker-dealers, RIA networks, and enterprise platforms.

• Preferred: experience in driving bottoms-up, product-led adoption within large or networked customer bases.

• Preferred: familiarity with Salesforce and SalesLoft.

🏝️ Benefits

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options).

• Dental: 99% covered - Guardian, $1,500 annual benefit.

• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance.

• FSA: Zocks matches dollar-for-dollar up to $500/year.

• Unlimited PTO.

• Paid sick leave.

• 11 paid holidays.

• Birthing parent: 12 weeks of fully paid parental leave.

• Non-birthing parent: 6 weeks of fully paid parental leave.

• 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds.

• MacBook laptop + Google Workspace, Slack, and Zoom provided.

• Equity grant - details included as part of your offer.

• Growth opportunities for high performers after 6 months.

• Collaborative, low-ego culture with intelligent, kind teammates.