Zocks
The Account Manager owns the full post-sale customer lifecycle, guiding clients through onboarding, adoption, and renewal to ensure long-term success and retention. This role involves driving value realization, preventing churn, and managing renewal processes while collaborating with cross-functional teams to support customer goals. The position requires a proactive individual who excels at building relationships and optimizing account health within a B2B SaaS environment.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2022
Save 10+ hours a week with AI. Thousands of financial advisors & wealth managers use Zocks to automate note-taking, client emails, intake forms & more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Zocks.
49% above the average for this role