Zocks | AI for Advisors

• 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.

• Own the end-to-end execution of ABM programs across Zocks’ enterprise accounts, driving advisor adoption and meetings booked in partnership with the Demand Gen team. • Drive advisor adoption through coordinated, multi-channel outbound campaigns, personalized messaging, and structured launch/relaunch programs. • Maintain the ABM schedule and calendar to ensure enterprise launches and relaunches stay on track. • Drive cross-functional alignment across Sales, Product Marketing, and Demand Gen, ensuring launch tasks, timelines, and deliverables remain on schedule — and holding stakeholders accountable when needed. • Partner with Sales, Account Executives, and Account Managers to determine outreach eligibility, coordinate enterprise rollouts, and resolve blockers. • Standardize repeatable ABM playbooks, messaging frameworks, templates, and campaign assets that ensure quality and consistency across all outbound motions. • Track adoption metrics and campaign performance across enterprise accounts; surface insights, risks, and opportunities for optimization. • Align ABM campaigns with Product Marketing to ensure messaging, positioning, and product capabilities are accurately reflected in outbound programs.

• Manage the cross-functional GTM process for new product features and launches, ensuring all teams are aligned on timelines and deliverables. • Translate complex technical features into clear, compelling, benefit-driven messaging for customers and prospects. • Create high-quality launch assets, including blog posts, release notes, in-app messaging, web page updates, and sales enablement materials. • Act as the primary marketing contact for the Product and Engineering teams, providing feedback and ensuring a smooth, repeatable launch program • Influence and organize the launch process, holding senior stakeholders and team members accountable for their deliverables. • Craft engaging campaigns based on new (and previously launched) product capabilities that drive bookings in partnership with the Demand Gen team. • Partner with the sales enablement team to train sales and account management on new features.

• Develop and execute the end-to-end GTM strategy for all new product integrations and partner launches. • Creating joint value propositions, co-marketing collateral, and partner-facing enablement materials. • Manage multiple complex launch timelines simultaneously, ensuring all cross-functional teams (Sales, Product, Marketing, Partner) are aligned. • Produce high-quality, compelling content (e.g., solution briefs, web pages, blogs, webinars) that clearly articulates the "better together" story. • Act as a key influencer with partner leadership and internal executives to secure buy-in and resources for co-marketing initiatives. • Collaborate with the demand generation team to create and run partner-related campaigns. • Establish and track key performance indicators (KPIs) for partner marketing activities, reporting on success and iterating quickly.