Zocks is a San Francisco–based, privacy-first AI platform that automates and augments the workflows of financial advisors.
Solutions Engineer Apply by Aug 1 | $95,000-$115,000 base + equity THE OPPORTUNITY Join a team that’s changing financial services 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 The SHARC in the room 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 The majority of your time will be spent working directly with our clients: understanding their workflows, earning the trust of their technical and business teams, and guiding them to get maximum value from the Zocks platform. You'll need to stay on the cutting edge of what's possible with our software to translate that capability into solutions that work in the real world. You're the bridge between what Zocks can do and what customers actually need. You will lead complex enterprise deployments from kickoff through adoption and expansion, drive integrations hands-on, and ensure customers go live fast and see measurable outcomes. You'll operate at the intersection of Product, Engineering, and Customer Success. Turning ambiguity into execution and strategy into shipped results. You should love working directly with customers, thrive in fast-moving environments, and get energy from solving hard problems. Zocks AI is at the forefront of AI-powered transformation in compliance-sensitive industries. You'll shape how customers experience our product, influence roadmap decisions, and directly impact retention and growth. If you move fast, think strategically, execute relentlessly, and genuinely enjoy solving complex customer problems, we want to talk. Your day-to-day Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes. Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers. Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed. Maintain customer sandbox environments and establish best practices for working with the product. Set and track measurable success metrics (adoption, usage, workflow impact). Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers. Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language. Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit. Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities. Advocate for the customer internally by sharing feedback with appropriate teams. WHAT WE'RE LOOKING FOR Requirements 3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles. Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries. Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and writing code. Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams. Excellent communication skills equally strong with engineers and executives. Highly organized but adaptable, able to juggle competing priorities without losing momentum. Deep ownership mindset: you don't wait for problems to solve themselves. Bonus qualifications Familiarity with compliance-sensitive or Financial Services workflows. Experience with relational databases (PostgreSQL, MySQL). Working knowledge of JavaScript or Python. Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools. Passion for making powerful technology genuinely useful and impactful for the people using it. LOGISTICS The details Hybrid role - report to our Denver office at least 50% of working time First 60 days are fully in-office 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 $95,000-$115,000 base salary Equity - we're all building this together BENEFITS The full picture Health 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 Time off Unlimited PTO Paid sick time 11 paid holidays Family Birthing parent: 12 weeks fully paid parental leave Non-birthing parent: 6 weeks fully paid parental leave Financial 401(k) via Guidel