Company directory · Evidence methodology Zocks benefits Zocks provides an AI assistant that automates operational work for financial advisors and wealth-management firms, including note-taking, meeting administration, CRM updates, and client communications.
16 recorded benefits. Record edited: Wed Sep 16 2026 12:44:28 GMT+0000 (Coordinated Universal Time).
Recorded work model: Mixed role-specific model: current board includes Remote US, Denver and New York U.S. roles plus Budapest roles that are onsite Monday–Thursday and remote Fridays. U.S. remote eligibility is restricted to the states named in individual postings..
Health Insurance 100% of the employee medical premium is covered through UnitedHealthcare Select Plus with two plan options
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Dental Insurance Guardian dental coverage is 99% covered with a $1,500 annual benefit
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Vision Insurance Guardian/VSP vision coverage is 99% covered with a $150 frames-and-contacts allowance
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Flexible Spending Account (FSA) Zocks matches FSA contributions dollar-for-dollar up to $500 per year
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Sick Time Paid sick time; amount, accrual
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Paid Parental Leave 12 fully paid weeks for a birthing parent and 6 fully paid weeks for a non-birthing parent
Pay Paid Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Remote Work Seven current US Lever cards are labeled Remote US; their bodies restrict hiring to named US states. This is role-specific rather than a company-wide remote policy
Eligibility & sources Sources & dates ⓘ Hybrid Work Eight current US Lever cards are labeled hybrid in Denver or New York; schedules and office requirements are role-specific
Eligibility & sources Sources & dates ⓘ 401k A 401(k) via Guideline with pre-tax and Roth options and low-cost Vanguard funds
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Employee Equity An equity grant/details as part of the offer; grant type, amount, vesting
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Sales Commissions Role-scoped variable/commission compensation: Account Manager (SMB) lists $30,000 variable plus an uncapped 2% upsell commission; Enterprise Account Manager lists $60,000 commission; Network Account Manager lists $60,000 variable compensation
Eligibility & sources Sources & dates ⓘ Performance Bonuses Placement bonuses after a 90-day retention milestone: $5,000 for Director, $10,000 for VP, and $15,000–$20,000 for C-suite/executive placements. This is not a company-wide bonus
Eligibility & sources Sources & dates ⓘ Paid Holidays 11 paid holidays
Pay Paid Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Unlimited PTO Unlimited PTO; administration, approval rules
Pay Paid Unlimited Yes Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Company-provided Laptop A MacBook laptop; model, replacement policy. Named Google Workspace, Slack, and Zoom are work tools and are not separately staged
Eligibility & sources Sources & dates ⓘ Jobs board Zocks public Lever postings API Read 2026-09-16T12:27:26.225Z
Source context Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.
Job posting Head of Enterprise Customer Success Read 2026-09-16T12:27:26.225Z
Source context Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.
Job posting Solutions Engineer Read 2026-09-16T12:27:26.225Z
Source context Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.
Team Offsites Employees should expect team offsites; it is global team wording with no US-specific frequency, location, budget, or eligibility stated
Eligibility & sources Sources & dates ⓘ