Enterprise AI Solutions Consultant - Financial Services

Zocks; Iowa; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401(k) plan

Unlimited PTO

Parental leave

Job summary

Zocks is expanding into the largest wealth management firms and financial institutions, and seeks a Solution Consultant to shape AI-driven solutions. You will partner with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate fit credibly.

You will identify recurring needs and collaborate with Product to transform designs into production reality, while leading discovery with executives and discussing AI architecture with

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, or solution architecture for complex enterprise engagements.
• Ability to speak credibly to technical audiences about AI applications, architecture, governance and deployment.
• Strong grounding in enterprise integration patterns, including CRM platforms such as Salesforce.

Responsibilities

• Lead technical and business discovery with enterprise clients and translate workflows into a Zocks solution design.
• Design and deliver tailored demos and proofs of concept showing Zocks within a prospect's environment.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling with 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.

Skills

Technical consulting

Solution engineering

Solution architecture

Enterprise sales

CRM integration

Executive presence

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms and financial institutions, and seeks a Solution Consultant to shape AI-driven solutions. You will partner with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate fit credibly.

You will identify recurring needs and collaborate with Product to transform designs into production reality, while leading discovery with executives and discussing AI architecture with