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 05:44:28 GMT-0700 (Mountain Standard Time). Record edits are not policy checks. Confirm current terms and eligibility.

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.. Company-wide eligibility is not established by this label.

Health Insurance

Availability: listed

Current U.S. role benefits panels state that 100% of the employee medical premium is covered through UnitedHealthcare Select Plus with two plan options; dependent coverage and broader employee-class eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Dental Insurance

Availability: listed

Current U.S. role benefits panels state that Guardian dental coverage is 99% covered with a $1,500 annual benefit; dependent coverage and broader employee-class eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Vision Insurance

Availability: listed

Current U.S. role benefits panels state that Guardian/VSP vision coverage is 99% covered with a $150 frames-and-contacts allowance; dependent coverage and broader employee-class eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Flexible Spending Account (FSA)

Availability: listed

Current U.S. role benefits panels state that Zocks matches FSA contributions dollar-for-dollar up to $500 per year; account type and eligibility terms are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Sick Time

Availability: listed

Current U.S. role benefits panels explicitly list paid sick time; amount, accrual, and eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Paid Parental Leave

Availability: listed

Current U.S. role benefits panels explicitly list 12 fully paid weeks for a birthing parent and 6 fully paid weeks for a non-birthing parent; eligibility and interaction with other leave are not stated.

Pay
Paid

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Remote Work

Availability: listed · Role-restricted

Seven current U.S. Lever cards are labeled Remote US; their bodies restrict hiring to named U.S. states. This is role-specific rather than a company-wide remote policy.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Hybrid Work

Availability: listed · Role-restricted

Eight current U.S. Lever cards are labeled hybrid in Denver or New York; schedules and office requirements are role-specific.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

401k

Availability: listed

Current U.S. role benefits panels list a 401(k) via Guideline with pre-tax and Roth options and low-cost Vanguard funds; employer match, vesting, and eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Employee Equity

Availability: listed

Current U.S. role bodies explicitly state an equity grant/details as part of the offer; grant type, amount, vesting, and eligibility are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Sales Commissions

Availability: listed · Role-restricted

Current U.S. postings explicitly state 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. Formula and eligibility beyond each named role are not stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Performance Bonuses

Availability: listed

The current U.S. Senior Sourcer posting lists 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.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Paid Holidays

Availability: listed

Current U.S. role benefits panels explicitly list 11 paid holidays; calendar and eligibility are not stated.

Pay
Paid

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Unlimited PTO

Availability: listed

Current U.S. role benefits panels explicitly list unlimited PTO; administration, approval rules, and eligibility are not stated.

Pay
Paid
Unlimited
Yes

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Company-provided Laptop

Availability: listed

Current U.S. role benefits panels explicitly provide a MacBook laptop; model, replacement policy, and eligibility are not stated. Named Google Workspace, Slack, and Zoom are work tools and are not separately staged.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.

  • Zocks public Lever postings API

    Current unfiltered public Lever mode=json response; 31 stable posting UUIDs and full role/benefits/compensation bodies.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Head of Enterprise Customer Success

    Current Remote US role; full benefits, compensation, remote-state eligibility, and current body reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

  • Solutions Engineer

    Current Denver hybrid role; full benefits, compensation, and hybrid terms reviewed.. Accessed: 2026-09-16T12:27:26.225Z; published: Not recorded.

Team Offsites

Availability: listed

The current official careers page says employees should expect team offsites; it is global team wording with no U.S.-specific frequency, location, budget, or eligibility stated.

Policy checked: Not recorded. Countries: Unknown. Employee classes: Unknown. Roles: Unknown. Conditions: Not recorded.