Remote AI Solution Consultant for Enterprise Finance

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

Benefits offered by this job

Unlimited PTO

Paid holidays

Fully paid parental leave

Equity grant

MacBook laptop + tools

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions across the United States. The Solution Consultant role is the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to understand client operating models and demonstrate fit.

You will identify recurring needs, design scalable solutions, and work with delivery teams to ensure a smooth transition from sale to implementation, helping deepen

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for enterprise clients.
• Expert knowledge of AI systems and architecture for credible discussions with technical audiences.
• Strong grounding in enterprise integration patterns, including CRM platforms such as Salesforce.
• Experience in both presales and post-sale delivery or consulting.
• Familiarity with financial services or other regulated industries.

Responsibilities

• Lead technical and business discovery with enterprise 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

AI architecture

Integration design

CRM integrations

Presales & delivery

Financial services

Executive presence

Communication skills

Growth-stage mindset

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions across the United States. The Solution Consultant role is the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to understand client operating models and demonstrate fit.

You will identify recurring needs, design scalable solutions, and work with delivery teams to ensure a smooth transition from sale to implementation, helping deepen