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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Serve as a member of the Solutions Delivery team by providing expert troubleshooting for the Zocks AI platform via multiple channels. Drive user adoption and channel customer insights back to product and engineering teams to improve the platform.
Requires 2-5 years of client-facing experience, preferably in a high-growth startup, with a strong ability to troubleshoot technical issues. Candidates should be passionate about AI tools and possess a security-first mindset regarding sensitive PII.
Apply by August 1, 2026 | $70,000 - $80,000K base + equity
THE OPPORTUNITY
Zocks 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.
We'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.
WHO YOU ARE
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
WHAT YOU'LL DO
This is not a typical support "ticketing" role. For you, tech is a passion both personally and professionally. The support team holds itself to an unwavering standard of excellence. We don't take shortcuts, abiding by guidelines that are clear, fair, and firm. We care deeply about the quality of every single user experience and feel a personal responsibility for our users' success. You are a relationship-builder and a master problem-solver who will serve as a member of our Solutions Delivery team.
Expert Troubleshooting: Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
Drive Adoption: Actively identify opportunities to teach users about features they haven’t discovered yet, ensuring they get maximum value from the platform.
Voice of the Customer: Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
Commit to Excellence: Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.
WHAT WE'RE LOOKING FOR
The Ultimate Host: You treat every user like a guest at your own table, bringing a warm, human relationship element to the "robot" problems we are solving.
RCA Fluent: Your first language is Root Cause Analysis. You don't just "close tickets"; you ensure the underlying issue is addressed and resolved completely so it doesn't return.
Resourceful & Detailed: You unfailingly exhaust every available resource before asking for help. When you raise your hand, you provide highly detailed context and a clear map of the troubleshooting steps you’ve already taken.
High Executive Function: You thrive in the ambiguity and pace of a startup. You have the judgment to recognize when you should make a decisive call independently and when a matter is sensitive enough to loop in leadership, always keeping the user’s experience as your North Star. You navigate uncharted territory with curiosity.
Technology Evangelist: You love diving into new systems and are passionate about how applied AI can change lives. You likely use AI tools in your personal life to optimize your own workflows.
Data Integrity Sentinel: You possess an uncompromising commitment to data privacy and security. You operate with a high level of discretion and care when handling sensitive PII (Personally Identifiable Information), navigating the complexities of the highly regulated FinTech space with a "security-first" mindset.
Experience: 2-5 years in a client-facing role, preferably in a high-growth startup.
Technical Expertise: Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging AI tools (prompt engineering experience is a plus).
Mindset: We are looking for teammates who are here for the long haul and are excited by growth opportunities at Zocks
Prior experience as a Paraplanner or Client Service Associate at a Financial Institution. You are familiar with the "Advisor Tech Stack" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry
Experience with Intercom, including workflows, bots, or inbox management
Prompt engineering skills or experience designing and deploying custom AI bots
Comfort working with API integrations or configuring technical product connections
LOGISTICS
Hybrid role - report to our Denver office at least 51% of working time
First 60 days are fully in-office
Shifts available Mon-Fri: 7am-4pm MT or 9am-6pm MT
Background and reference checks required as part of onboarding
Interview process:
30-min recruiter screen
Up to three 30-45-min video or onsite interviews
Offer pending references
Total estimated time: ~3 hours
COMPENSATION
Equity - we're all building this together
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 time
11 paid holidays
Birthing parent: 12 weeks fully paid parental leave
Non-birthing parent: 6 weeks 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 smart, kind teammates
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
EQUAL OPPORTUNITY
Zocks 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.
We 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\nThe AI Assistant for financial advisors
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
Offices: San Francisco, CA, US · Budapest, HU · Denver, CO, US · New York, NY, US
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