Enterprise AI Solutions Consultant

Zocks; Yuma (AZ); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Unlimited PTO

Paid sick time

11 paid holidays

Birthing parental leave

Non-birthing parental leave

Medical coverage

Job summary

Zocks is expanding its AI platform into the largest wealth management firms and financial institutions in the United States. As a Solution Consultant, you will lead discovery with executives and translate client workflows into a credible Zocks design, then demonstrate fit through tailored demos and proofs of concept.

You will partner with Enterprise and Strategic Account Executives, design scalable solutions, and identify recurring customer needs to shape new offerings.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise engagements.
• Experience speaking credibly about AI architecture and integrations to technical and business leaders.
• Familiarity with CRM and enterprise integration patterns, especially Salesforce.

Responsibilities

• Lead technical and business discovery with enterprise clients, translating workflows into a Zocks solution design.
• Design tailored demonstrations and proofs of concepts showing Zocks in a client environment and integrations.
• Serve as the SME on AI, platform architecture, integrations, and data handling with security and compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Create reusable assets and reference designs to raise enterprise selling quality and consistency.
• Collaborate with delivery teams to ensure smooth transition from sale to implementation.
• Keep Account Executives informed on new capabilities and positioning.

Skills

Technical consulting

Solution engineering

Solution architecture

Enterprise sales

Executive communication

Tools

Salesforce

Job description

Zocks is expanding its AI platform into the largest wealth management firms and financial institutions in the United States. As a Solution Consultant, you will lead discovery with executives and translate client workflows into a credible Zocks design, then demonstrate fit through tailored demos and proofs of concept.

You will partner with Enterprise and Strategic Account Executives, design scalable solutions, and identify recurring customer needs to shape new offerings.