Haley Olson
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Haley Olson Email & Phone Number

Sr. Implementation Manager at Zocks | AI for Advisors
Location: Denver Metropolitan Area, United States 13 work roles 1 school
1 work email found @zocks.io LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email h****@zocks.io
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Current company
Role
Sr. Implementation Manager
Location
Denver Metropolitan Area, United States
Company size

Who is Haley Olson? Overview

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Quick answer

Haley Olson is listed as Sr. Implementation Manager at Zocks | AI for Advisors, a with 69 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at zocks.io and a matched LinkedIn profile for Haley Olson.

Haley Olson previously worked as Manager of Implementation at Homebot and Implementation Manager at Homebot. Haley Olson holds Bachelor’S Degree, Communication And Media Studies from Temple University.

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Email format at Zocks | AI for Advisors

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{first}.{last}@zocks.io
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Profile bio

About Haley Olson

Implementation Guru | CX Logistics Maven | Perpetually powered by black coffee and checklistsAs the Manager of Implementation at Homebot, I lead and coordinate the end-to-end process of delivering Homebot products and services to our clients, ensuring a smooth and timely transition from sales to customer success. With four years of experience in customer success and implementation roles, I have developed strong skills in project management, communication, and problem-solving, as well as a deep understanding of the real estate and mortgage industry.My mission is to provide a white-glove experience to every client, from the initial kickoff call to the final handover and adoption. I work closely with internal and external teams, leveraging data and feedback to optimize the implementation process and eliminate risks. I also coach and empower my clients to achieve their desired outcomes and goals with Homebot.

Current workplace

Haley Olson's current company

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Zocks | AI for Advisors
Zocks | Ai For Advisors
Sr. Implementation Manager
Denver, CO, US
Website
Employees
69
AeroLeads page
13 roles

Haley Olson work experience

A career timeline built from the work history available for this profile.

Manager Of Implementation

Current

Denver, Colorado, United States

Jul 2023 - Present

Implementation Manager

Denver, Colorado, United States

- Coordinate with both internal and external teams to drive timely and effective implementations of Homebot products and services- Solely manage the ~30 day or less implementation process for every contract signed at Homebot- Constantly analyze the strengths and needs of the current Enterprise implementation process to eliminate risks and ensure a white-glove experience- Work cross functionally and cohesively with Sales, Customer Success, Product, Marketing & Data- Provide Customer Success Managers with a strong understanding of desired company outcomes, project success metrics and goals to ensure a successful adoption & handover- Create, utilize & improve Implementation reporting capabilities in Monday.com, Salesforce & Tableau- Ensure equality in implementation experience among all Enterprise (ENT) scenarios (SMB & large accounts, opt-in models and secondary launches)- Create a seamless transition from Sales to Implementation to Customer Success by setting clear expectations, providing a comprehensive walkthrough & training of the Homebot platform to corporate team, troubleshooting any onboarding issues that arise and providing overall guidance throughout the setup of our product- Build out an implementation team road map as Homebot continues to grow

Feb 2022 - Jul 2023

Customer Success Manager, Large Accounts

Denver, Colorado, United States

Oct 2020 - Feb 2022

Customer Success Specialist

Denver, Colorado

Mar 2020 - Oct 2020

Event Operations Coordinator At Denver Performing Arts Complex

Denver, Colorado

• Execute a variety of outdoor client events for up to 6,500 attendees, including socials, corporate, concerts and non-profits • Act as the city of Denver representative during Broadway, symphony, opera, and ballet shows that hold more than 2,700 patrons in each theatre • Respond appropriately to patron questions, comments, and complaints in person and through email submission in a timely manor • Create detailed event documents that incorporate all event details and a timeline from load in to load out, which is distributed to the entire complex to ensure successful events • Update and improve the Complex’s standard operating procedure documents to streamline the booking process

Apr 2019 - Mar 2020

Program And Event Coordinator

Greater Philadelphia Area

• Conceptualize, produce, and execute events for up to 200,000 attendees• Oversee all event aspects such as contract negotiations, venue research, vendors, transportation, decor, layout, and event flow• Craft detailed proposal content based on clients needs and goals within budget constraints• Create and maintain registration portals while promptly answering any customer service questions

Aug 2016 - Apr 2019

Event Assistant

Philadelphia

• Coordinate transportation for bridal party and guests• Maintain bridal party and guest needs• Research venues and wedding details• Organize and execute day-of preparations• Write weekly blog posts

May 2015 - Jul 2016

Marketing And Communications Assistant

• Created web stories and press releases• Managed social media accounts• Maintained case studies and celebrity databases• Documented website analytics

Mar 2016 - Apr 2016

Internship

• Assisted ticketing, production and office managers • Created guest lists• Organized street team and marketing materials• Conducted office and talent research• Handled social media content• Maintained databases for house invoices and receipts• Performed ticket mailings and FedEx shipments

May 2014 - Aug 2014

Head Lifeguard

East Cocalico Pool
May 2009 - Aug 2014
1 education record

Haley Olson education

FAQ

Frequently asked questions about Haley Olson

Quick answers generated from the profile data available on this page.

What company does Haley Olson work for?

Haley Olson works for Zocks | AI for Advisors.

What is Haley Olson's role at Zocks | AI for Advisors?

Haley Olson is listed as Sr. Implementation Manager at Zocks | AI for Advisors.

What is Haley Olson's email address?

AeroLeads has found 1 work email signal at @zocks.io for Haley Olson at Zocks | AI for Advisors.

Where is Haley Olson based?

Haley Olson is based in Denver Metropolitan Area, United States while working with Zocks | AI for Advisors.

What companies has Haley Olson worked for?

Haley Olson has worked for Zocks | Ai For Advisors, Homebot, Aramark, Roberts Event Group, A Hosts Global Member, and Two Little Birds Planning.

How can I contact Haley Olson?

You can use AeroLeads to view verified contact signals for Haley Olson at Zocks | AI for Advisors, including work email, phone, and LinkedIn data when available.

What schools did Haley Olson attend?

Haley Olson holds Bachelor’S Degree, Communication And Media Studies from Temple University.

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