Enterprise AI Solutions Architect (Remote)

Zocks; Madison (WI); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401(k) plan

Unlimited PTO

Equity opportunity

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant partners with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly.

Beyond opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and partner with the broader solutions organization to transform proposed

Qualifications

• Experience in technical consulting or solution engineering with enterprise clients.
• Strong knowledge of AI systems and architecture.
• Expertise in enterprise integration patterns and CRM integration (e.g., Salesforce).
• Experience in presales and post-sale delivery or consulting preferred.
• Familiarity with financial services or regulated industries preferred.
• Executive presence and clear written and verbal communication.

Responsibilities

• Lead technical and business discovery with enterprise clients and translate workflows into a Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept.
• Serve as the SME on AI, platform architecture, integrations, and data handling with security/compliance.
• Build reusable assets and reference designs for enterprise selling.
• Partner with delivery teams for smooth handoff from sale to implementation.
• Provide feedback to Product teams and keep Account Executives informed.

Skills

Technical Consulting

Solution Engineering

Enterprise AI

Sales Acumen

CRM Integration

Presales Experience

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant partners with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly.

Beyond opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and partner with the broader solutions organization to transform proposed