{"schemaVersion":"jobsearcher.job.v1","id":"0e17db01e5dff8babfabb489","url":"https://jobsearcher.com/jobs/0e17db01e5dff8babfabb489","canonicalUrl":"https://jobsearcher.com/jobs/0e17db01e5dff8babfabb489","title":"Director, Implementation","description":"THE OPPORTUNITY\n\nJoin a team that’s changing financial services\n\nZocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.\n\nWe're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.\n\nWHO YOU ARE\n\nThe SHARC in the room\n\nAt Zocks, we hire for SHARC - five qualities that define how our best people work and win together.\n\nS - Sharp\n\nYou move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.\n\nH - Hungry\n\nYou're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.\n\nA - Adaptable\n\nStartup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.\n\nR - Resilient\n\nBuilding something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.\n\nC - Curious\n\nYou ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.\n\nAs Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.\n\nYou will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.\n\nWhat You’ll Do\nBuild and lead the Implementation Team\nHire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers.\nCoach the team through complex multi-stakeholder engagements and provide actionable feedback.\nDevelop clear roles, responsibilities and career paths for growth.\n\nCreate scalable systems\nEstablish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it.\nManage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.\n\nDrive customer impact\nOwn the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding.\nServe as a senior point of contact and escalation for the most complex and strategic deployments.\n\nPartner cross-functionally\nPartner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product.\nHelp shape Zocks’s post-sales operating model in collaboration with other functional leaders.\n\nRequirements\n7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.\nExperience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions.\nA track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth.\nExperience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes.\nAn outcome-oriented, ownership-driven approach with a focus on customer value.\nBuilder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them.\nComfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.\n\nLogistics\nHybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week\nBackground and reference checks required as part of onboarding\nInterview process:\n30-min recruiter screen\nUp to three 30-45-min video or onsite interviews\nOffer pending references.\nTotal estimated time: ~3 hours\n\nCompensation\n$180,000-$225,000 base salary\nEquity - we're all building this together\n\nBENEFITS\n\nThe full picture\n\nHealth\n\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\n\nTime off\n\nUnlimited PTO\nPaid sick time\n11 paid holidays\n\nFamily\n\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\n\nFinancial\n\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\n\nEverything else\n\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\n\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\n\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n\nWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.","company":"Zocks","rawCompany":"zocks","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-08-31T11:32:22.849Z","occupations":[{"code":"11-1021.00","title":"General and Operations Managers","slug":"general-and-operations-managers"},{"code":"15-1299.09","title":"Information Technology Project Managers","slug":"information-technology-project-managers"},{"code":"11-9041.00","title":"Architectural and Engineering Managers","slug":"architectural-and-engineering-managers"}],"industries":[{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"513210","title":"Software Publishers","slug":"software-publishers"},{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Director, Implementation","description":"THE OPPORTUNITY\n\nJoin a team that’s changing financial services\n\nZocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.\n\nWe're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.\n\nWHO YOU ARE\n\nThe SHARC in the room\n\nAt Zocks, we hire for SHARC - five qualities that define how our best people work and win together.\n\nS - Sharp\n\nYou move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.\n\nH - Hungry\n\nYou're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.\n\nA - Adaptable\n\nStartup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.\n\nR - Resilient\n\nBuilding something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.\n\nC - Curious\n\nYou ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.\n\nAs Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. You will build and lead a high-caliber team that drives product configuration, adoption and customer value.\n\nYou will be both a builder and an operator. You will recruit and develop the team, design the playbooks and systems that let it scale. You will also be comfortable in front of largest customers, stepping into complex deployments and setting the bar for what great delivery looks like.\n\nWhat You’ll Do\nBuild and lead the Implementation Team\nHire, coach, and develop a team of Implementation Managers who onboard, configure, and deploy Zocks for mid-market and enterprise customers.\nCoach the team through complex multi-stakeholder engagements and provide actionable feedback.\nDevelop clear roles, responsibilities and career paths for growth.\n\nCreate scalable systems\nEstablish a repeatable implementation methodology - discovery, project planning, configuration, integration, testing, and go-live - and the systems and metrics to manage it.\nManage capacity, staffing, and forecasting so the team can scale with a fast-growing customer base.\n\nDrive customer impact\nOwn the implementation function's outcomes end to end: time-to-live, deployment quality, adoption at go-live, and customer satisfaction through onboarding.\nServe as a senior point of contact and escalation for the most complex and strategic deployments.\n\nPartner cross-functionally\nPartner with Sales, Support, Product, and other Post-Sales teams to ensure smooth handoffs, a connected customer journey, and a strong feedback loop back into the product.\nHelp shape Zocks’s post-sales operating model in collaboration with other functional leaders.\n\nRequirements\n7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.\nExperience in financial services with aptitude in customer systems including but not limited to CRMs, Financial Planning Software, Custodian Software. Enough technical fluency to engage credibly with customers and your team on technical questions.\nA track record of hiring, developing, and scaling high-performing customer-facing teams, ideally through a period of rapid growth.\nExperience owning enterprise and mid-market SaaS implementations end to end, with accountability for timelines, adoption, and outcomes.\nAn outcome-oriented, ownership-driven approach with a focus on customer value.\nBuilder's mindset: You’ve created processes, playbooks and metrics where none existed, not just operated inside them.\nComfort operating in a fast-paced, ambiguous, high-growth environment, balancing strategic initiatives with hands-on day-to-day execution.\n\nLogistics\nHybrid role - the entire team works from our Denver office so will need to come to the office 2-3 days per week\nBackground and reference checks required as part of onboarding\nInterview process:\n30-min recruiter screen\nUp to three 30-45-min video or onsite interviews\nOffer pending references.\nTotal estimated time: ~3 hours\n\nCompensation\n$180,000-$225,000 base salary\nEquity - we're all building this together\n\nBENEFITS\n\nThe full picture\n\nHealth\n\nMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)\nDental: 99% covered - Guardian, $1,500 annual benefit\nVision: 99% covered - Guardian/VSP, $150 frames & contacts allowance\nFSA: Zocks matches dollar-for-dollar up to $500/year\n\nTime off\n\nUnlimited PTO\nPaid sick time\n11 paid holidays\n\nFamily\n\nBirthing parent: 12 weeks fully paid parental leave\nNon-birthing parent: 6 weeks fully paid parental leave\n\nFinancial\n\n401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds\n\nEverything else\n\nMacBook laptop + Google Workspace, Slack, and Zoom provided\nEquity grant - details included as part of your offer\nGrowth opportunities for high performers after 6 months\nCollaborative, low-ego culture with smart, kind teammates\n\nEQUAL OPPORTUNITY\n\nZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.\n\nWe may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.\n\nWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.","datePosted":"2026-08-31T11:32:22.849Z","dateModified":"2026-08-31T11:32:22.849Z","hiringOrganization":{"@type":"Organization","name":"Zocks","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"0e17db01e5dff8babfabb489"},"url":"https://jobsearcher.com/jobs/0e17db01e5dff8babfabb489"}}