Remote AI Solutions Consultant — Enterprise Finance

Zocks; Columbia (SC); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health coverage

Dental & Vision

Unlimited PTO

Paid holidays

Equity

Job summary

Zocks is expanding its AI-driven solutions for the largest wealth management firms, broker-dealers, and financial institutions in the United States. As a Solution Consultant, you will translate client workflows into Zocks designs, deliver tailored demonstrations, and work with security/compliance stakeholders to ensure architecture aligns with enterprise standards.

You will partner with Enterprise and Strategic Account Executives to uncover recurring needs and craft new Zocks-based solutions,

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, or solution architecture.
• Strong knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about AI applications.
• Solid grounding in enterprise integration patterns and CRM platforms such as Salesforce.
• Experience in 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 workflows and requirements into a Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept showing Zocks in a prospect environment and integrations.
• Serve as SME on AI, platform architecture, integrations, and data handling with security/compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials for enterprise selling.
• Partner with delivery teams to ensure a smooth transition from sale to implementation.
• Provide structured customer feedback to Product and Product Marketing, keeping Account Executives updated on capabilities.

Skills

Technical consulting

Solution engineering

Solution architecture

AI systems knowledge

Enterprise integration patterns

CRM platforms (Salesforce)

Presales experience

Post-sale delivery experience

Financial services familiarity

Executive presence & communication

Tools

Salesforce

Job description

Zocks is expanding its AI-driven solutions for the largest wealth management firms, broker-dealers, and financial institutions in the United States. As a Solution Consultant, you will translate client workflows into Zocks designs, deliver tailored demonstrations, and work with security/compliance stakeholders to ensure architecture aligns with enterprise standards.

You will partner with Enterprise and Strategic Account Executives to uncover recurring needs and craft new Zocks-based solutions,