Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
Actively identify opportunities to teach users about features they haven’t discovered yet, ensuring they get maximum value from the platform.
Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.

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.
Bonus Qualifications:
Salesforce Certified Administrator
Microsoft 365 Certified
Dynamics 365 Administrator
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.

Health: 100% covered medical; 99% covered dental and vision.
Ownership: Significant equity grant—we are all building this together.
Variable Bonus: paid out annually based on performance.
Balance: Unlimited PTO to ensure you can rest and recharge.
Growth: Zocks offers a wide range of growth opportunities for teammates who demonstrate above average performance after their first 6 months of employment.

Support Specialist

Key skills