Zocks | AI for Advisors

• Elevate sales performance and pipeline quality by building and operationalizing call coaching frameworks (such as scorecards and call reviews), reviewing call recordings, and delivering actionable insights to frontline managers. • Support sales motions and cadence/outreach strategy such as outbound play design and reporting, as well as ongoing cadence performance analysis to improve conversion and meeting quality. • Support and execute enablement programs such as sales onboarding, sales plays, product learning, and continuous training to drive consistent sales performance and faster ramp times. • Create and maintain a centralized sales knowledge base serving as the single source of truth for information, processes, messaging, and best practices across the teams. • Leverage and optimize sales technology and data to uncover performance trends and drive actionable insights; build and manage call libraries, conduct A/B testing, and serve as a systems expert to continuously identify and implement optimization opportunities. • Partner with sales leadership to support ongoing initiatives and programs that improve team effectiveness and revenue outcomes. • Provide ongoing support to reps by triaging day-to-day needs with quick, actionable guidance, serving as an accessible resource to unblock reps and direct them to the appropriate stakeholders or resources to maintain sales velocity.

• Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP. • Scale the accounting function. You will be responsible for building and scaling the accounting team and function, with a strong bias toward AI-native tooling and automated workflows. • Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership • Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business. • Audit. Own the financial statement audit process end to end, including preparation of supporting documentation, technical memos, and day-to-day auditor management. • Tax and compliance. Manage sales tax, multistate and international registrations, and multi-jurisdiction compliance. Coordinate with external advisors on income tax across entities. • Treasury. Own cash management, bank relationships, and cash reporting. • Internal controls. Build and maintain a scalable internal control environment and establish documentation standards appropriate to a high-growth, rapidly evolving company. • Multi-entity consolidation. Own financial consolidation across multiple legal entities and currencies, including intercompany eliminations and foreign exchange accounting.

• Partner with home office leadership at large independent broker-dealers and RIAs. • Execute on strategic goals that align to corporate initiatives including the creation of firm-wide programs and best practice content collaboration. • Assist in defining overall practice management and levels of engagement. • Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc). • Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first. • Act as the voice of the home office to our Product team, identifying additional critical enterprise features. • Collaborate with the home office on designing scalable programs for their users including best practice content and webinars. • Own the creation of high-level thought leadership and practice management assets.