Remote AI Solution Consultant - Enterprise Finance

Zocks; Columbus (OH); Remote; USD 240,000 - 260,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) plan

Equity grant

MacBook laptop

Unlimited PTO

Paid sick time

11 paid holidays

Parental leave

Job summary

Zocks is expanding into the largest wealth management firms and financial institutions. The Solution Consultant acts as the technical and business authority in evaluations, aligning client operations with Zocks solutions and driving ongoing growth.

You will partner with Enterprise Account Executives to understand client models and demonstrate fit while identifying recurring needs for new solutions. You will shape designs into production-ready architectures, partner with delivery teams, and build

Qualifications

• Substantial experience in technical consulting and solution architecture.
• Experience in enterprise client engagements.
• Strong knowledge of AI systems and architecture.

Responsibilities

• Lead discovery with enterprise clients translating workflows into a Zocks solution.
• Design and deliver tailored demonstrations and proofs of concept.
• Serve as SME on AI, platform architecture, integrations, and data handling.
• Build reusable assets and solution materials for enterprise selling.
• Coordinate with delivery teams to ensure a clean transition from sale to implementation.
• Provide customer feedback to Product and keep Account Executives updated.

Skills

Technical consulting

Solution engineering

Enterprise sales

AI architecture

CRM (Salesforce)

Tools

Salesforce

AI systems

Job description

Zocks is expanding into the largest wealth management firms and financial institutions. The Solution Consultant acts as the technical and business authority in evaluations, aligning client operations with Zocks solutions and driving ongoing growth.

You will partner with Enterprise Account Executives to understand client models and demonstrate fit while identifying recurring needs for new solutions. You will shape designs into production-ready architectures, partner with delivery teams, and build