Enterprise AI Solution Consultant — Remote

Zocks; North Carolina; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Unlimited PTO

Medical insurance

Dental coverage

Vision coverage

401(k)

Job summary

Zocks AI is expanding its enterprise team as a Solution Consultant. This remote role focuses on partnering with Enterprise and Strategic Account Executives to map client operating models and design how Zocks fits, then demonstrate the fit credibly.

You’ll lead discovery, deliver tailored demos, and shape recurring customer needs into new Zocks-based solutions, helping top wealth management firms modernize their AI capabilities.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements.
• Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed.
• Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce.
• Experience across both presales and post-sale delivery or consulting is strongly preferred.
• Familiarity with financial services or another regulated industry is preferred.
• Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers.

Responsibilities

• Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
• Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.

Skills

Technical consulting

Solution engineering

Enterprise engagements

AI architecture knowledge

CRM integrations

Executive communication

Tools

Salesforce

Job description

Zocks AI is expanding its enterprise team as a Solution Consultant. This remote role focuses on partnering with Enterprise and Strategic Account Executives to map client operating models and design how Zocks fits, then demonstrate the fit credibly.

You’ll lead discovery, deliver tailored demos, and shape recurring customer needs into new Zocks-based solutions, helping top wealth management firms modernize their AI capabilities.