Remote AI Solution Consultant – Enterprise Finance

Zocks; Pennsylvania; Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Equity grant

Unlimited PTO

MacBook laptop

Job summary

Zocks is redefining how financial advisors work with AI. The Solution Consultant role partners with Enterprise and Strategic Account Executives to map client operating models to Zocks, showing credible fit and driving growth.

You’ll identify needs, shape new solutions, and collaborate to turn designs into production. This consultant role suits someone who can lead discovery with executives and discuss AI architecture with technical leaders, delivering deep client relationships and scalable

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements.
• Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed.
• Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce.
• Experience across both presales and post-sale delivery or consulting is strongly preferred.
• Familiarity with financial services or another regulated industry is preferred.
• Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers.

Responsibilities

• Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
• Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.

Skills

Tech consulting

Solution engineering

AI architectures

CRM integration (Salesforce)

Presales & delivery

Financial services knowledge

Executive communication

Job description

Zocks is redefining how financial advisors work with AI. The Solution Consultant role partners with Enterprise and Strategic Account Executives to map client operating models to Zocks, showing credible fit and driving growth.

You’ll identify needs, shape new solutions, and collaborate to turn designs into production. This consultant role suits someone who can lead discovery with executives and discuss AI architecture with technical leaders, delivering deep client relationships and scalable