Enterprise AI Solutions Consultant

Zocks; Clayton (NC); Remote; USD 240,000 - 320,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) plan

Equity

Unlimited PTO

Paid holidays

Parental leave

MacBook laptop

Job summary

Zocks is hiring a Solution Consultant to drive technical and business growth with large wealth management firms and financial institutions across the United States. You will understand client operating models, design how Zocks fits, and demonstrate fit credibly across security, data, and architecture considerations.

Work with Enterprise and Strategic Account Executives to translate customer needs into scalable Zocks solutions, build reusable assets, and guide opportunities from discovery through

Qualifications

• Experience in technical consulting for enterprise clients.
• Ability to discuss AI architecture with technical leaders.
• Knowledge of enterprise integration patterns and CRM platforms like Salesforce.

Responsibilities

• Lead technical and business discovery with enterprise clients.
• Design and deliver demonstrations and proofs of concept.
• Serve as the SME on AI, platform architecture, integrations, and data handling.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials.
• Partner with delivery teams to ensure a clean transition from sale to implementation.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.

Skills

Technical consulting

Solution engineering

Solution architecture

AI systems & architecture

CRM integration (Salesforce)

Communication

Growth-stage mindset

Tools

Salesforce CRM

Job description

Zocks is hiring a Solution Consultant to drive technical and business growth with large wealth management firms and financial institutions across the United States. You will understand client operating models, design how Zocks fits, and demonstrate fit credibly across security, data, and architecture considerations.

Work with Enterprise and Strategic Account Executives to translate customer needs into scalable Zocks solutions, build reusable assets, and guide opportunities from discovery through