Enterprise AI Solution Architect (Remote, Equity)

Zocks; California City (CA); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid holidays

Parental leave

401(k)

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant acts as the technical and business authority in evaluations and works with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate that fit credibly.

You will identify recurring customer needs, shape them into new Zocks-based solutions, and partner with delivery to turn designs into

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, or solution architecture for enterprise clients.
• Strong knowledge of AI systems and architecture for credible conversations with technical audiences.
• Experience with integration design and patterns, including CRM platforms like Salesforce.
• Experience across presales and post-sale delivery or consulting is strongly preferred.
• Familiarity with financial services or another regulated industry is preferred.

Responsibilities

• Lead technical and business discovery with enterprise clients and prospects, translating workflows into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept within a prospect's environment.
• Serve as the subject-matter expert on AI, platform architecture, and data handling in discussions with security and compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Build reusable assets and reference designs that raise enterprise selling quality and consistency.
• Collaborate with delivery teams to ensure a smooth transition from sale to implementation.

Skills

AI architecture

Solution design

Sales engineering

CRM/Salesforce

Executive communication

Tools

None

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant acts as the technical and business authority in evaluations and works with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate that fit credibly.

You will identify recurring customer needs, shape them into new Zocks-based solutions, and partner with delivery to turn designs into