Sales Program Manager

About Zocks: Zocks is a premier, hyper-growth financial technology pioneer, wealth management SaaS innovator, and AI-powered conversational intelligence platform on an intensive mission to remove operational friction from financial workflows. By developing specialized data extraction architectures, Zocks unifies automated client-interaction tracking with compliant documentation structures, allowing investment advisors and financial planners to secure deep, personalized client relationships. Built by an agile, performance-driven team, Zocks empowers modern wealth management offices to unblock sales velocity, eliminate manual data entry overheads, and scale their direct direct-business revenue outcomes safely.

Position Overview

We are seeking a highly organized, data-driven Sales Program Manager to join our core global Sales division in a full-time remote capacity within the United States. In this execution-heavy enablement, operations, and practice-building seat, you will claim complete technical ownership over enhancing outbound sales motions, refining team effectiveness, and optimizing our direct sales technologies. Moving completely past basic administrative checklist management, you will act as a primary operational unblocker for customer-facing representatives, building call-coaching frameworks from scratch, analyzing cadence conversions, and structuring a centralized knowledge base. This high-agency role demands a self-directed operator who can seamlessly hold cross-functional stakeholders accountable and translate raw platform trends into decision-ready strategic advice.

Key Responsibilities

• Call Coaching Framework Architecture: Build, standardize, and operationalize high-impact call coaching frameworks, designing evaluation scorecards, reviewing call recordings, and delivering actionable insights to frontline managers.
• Outbound Motion Optimization: Support and refine day-to-day sales cadences and outreach tracks, leading outbound play designs alongside ongoing cadence performance analyses to boost conversion ratios and meeting quality.
• Sales Enablement Programming: Execute continuous training and core enablement programs, encompassing sales onboarding paths, new product learning tracks, and structured sales plays to accelerate representative ramp times.
• Centralized Knowledge Governance: Create and maintain a centralized sales knowledge base (utilizing platforms such as Guru, Highspot, or Notion), serving as the organization’s definitive single source of truth for messaging rules, processes, and best practices.
• Technology Stack Instrumentation: Optimize sales technology tools to track performance trends, building structured call libraries, executing visual A/B testing loops, and serving as the primary systems expert for Salesforce and Salesloft.
• Strategic Rep Triage: Provide real-time, quick actionable guidance to account representatives, triaging day-to-day processing needs and directing reps to the correct stakeholders to preserve pipeline velocity.
• Leadership Alignment Loops: Partner tightly with sales leadership cells to support ongoing revenue growth initiatives, ensuring all client-facing squads are armed with the resources needed to maximize pipeline quality.

Required Skills & Qualifications

• 3+ years of verified professional history running IT program management, sales enablement, software sales operations, or distributed revenue operations lifecycle management.
• Proven background operating within a high-growth, performance-driven SaaS environment, showing a real passion for building operational frameworks from scratch.
• Strong quantitative data literacy, highlighting a solid analytical mindset with an expert capability to use data trends to direct business decisions.
• Excellent verbal and written communication mechanics, with an absolute comfort collaborating cross-functionally and holding distributed stakeholders accountable.
• Location & Timezone Constraints: Full-time remote-first parameters requiring permanent localization inside the United States within Central Standard Time (CST) or Eastern Standard Time (EST) zones.
• Employment Framework Requirement: Must possess existing valid legal authorization to work in the United States (visa sponsorship or independent freelance contractor configurations are unavailable).

Preferred Strategic Indicators (Nice to Have)

• Prior experience operating within the global financial technology (FinTech), asset management, or corporate wealth management sectors.
• Deep functional familiarity navigating and managing client pipelines natively within Salesforce CRM and Salesloft automation platforms.
• Practical experience configuring cloud content management systems or corporate wikis, such as Guru, Highspot, or Notion.
• Familiarity with compliance monitoring, background screening frameworks, or financial auditing rules.

What We Offer

• Competitive Calibrated Compensation: An attractive, capability-mapped annual base salary calibrated precisely between $95,000 – $105,000 USD, tailored transparently to evaluate your domain background.
• The exceptional professional canvas to directly direct, program, and scale the enablement engines backing a category-defining wealth management intelligence solution.
• Profound work-from-home remote parameters offering total lifestyle flexibility, flexible hours, and complete remote workspace comfort from your home.
• A streamlined, low-bureaucracy interview structure (relying on a 30-minute recruiter screen and technical panels totalling up to 5 hours) that respects your professional timeline.