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
Prior experience as a Paraplanner or Client Service Associate at a Financial Institution.
Familiarity 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

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
12 weeks fully paid parental leave for birthing parent
6 weeks fully paid parental leave for non-birthing parent
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

Support Specialist

Key skills