Teams at Zocks

Partner with enterprise financial firms to design and implement scalable practice management programs. Lead executive engagement, success roadmapping, content and curriculum development, and live facilitation. Drive adoption through program design, data-driven recommendations, and feedback to Product. Travel regularly to client sites and industry events to deliver sessions and represent Zocks as a subject-matter expert.

Own outbound sourcing strategy across open roles, building passive-candidate pipelines from scratch through Boolean and X-ray search, LinkedIn Recruiter, and personalized outreach. Conduct candidate conversations, evaluate initial fit, and partner with hiring managers and leadership on search strategy. Manage searches end-to-end, adapt sourcing approaches, and represent Zocks to prospective candidates.

Lead enterprise technical and business discovery, solution design, demonstrations, and proofs of concept for an AI platform serving financial institutions. Advise technical, security, compliance, and business stakeholders on AI architecture, integrations, and data handling. Develop reusable solution assets, identify recurring customer needs, support presales and post-sale delivery transitions, and provide feedback to Product and Product Marketing.