Remote AI Solutions Consultant - Presales & Delivery

Zocks; United States; À distance; USD 120 000 - 180 000; Plein temps

Résumé du poste

Zocks is the #1 AI assistant for financial advisors, automating operational work and helping them grow their business. The venture-backed team serves 5,000+ firms and is building a collaborative, low-ego culture with sharp, curious people.

The role is remote, based in approved US states, with references and background checks required. Interview process includes recruiter screen and video interviews, about 3 hours.

Qualifications

• Experience with AI systems, integrations and enterprise platforms.
• Experience across presales and delivery, and strong executive presence.

Responsabilités

• Lead technical and business discovery, translating client workflows into Zocks solution designs.
• Deliver demos and proofs of concept, and identify recurring needs for new solutions.

Connaissances

AI systems expertise

Integrations

Enterprise platforms (Salesforce)

Presales experience

Delivery experience

Executive presence

Outils

Salesforce

Description du poste

Zocks is the #1 AI assistant for financial advisors, automating operational work and helping them grow their business. The venture-backed team serves 5,000+ firms and is building a collaborative, low-ego culture with sharp, curious people.

The role is remote, based in approved US states, with references and background checks required. Interview process includes recruiter screen and video interviews, about 3 hours.