Remote Enterprise AI Solution Consultant

Zocks; Arkansas City (KS); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Paid holidays

401(k) plan

Job summary

Zocks is expanding its enterprise-focused consulting team to help wealth management firms and financial institutions adopt AI-enabled solutions. The Solution Consultant partners with Enterprise and Strategic Account Executives to map client operating models, design how Zocks fits, and demonstrate credible alignment to client needs and existing architectures.

The role involves collaborating across pre-sales and post-sale delivery, identifying recurring needs, and shaping them into scalable Zocks

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for complex, long‑term enterprise engagements.
• Deep knowledge of AI systems and architecture for credible technical discussions with senior audiences.
• Strong grounding in enterprise integration patterns and CRM platforms (e.g., Salesforce).

Responsibilities

• Lead technical and business discovery with enterprise clients and translate workflows into a clear Zocks solution design.
• Create demonstrations and proofs of concept showing Zocks in a prospect's environment and integrations.
• Serve as SME on AI architecture, integrations, and data handling for security/compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Build reusable assets and reference designs to raise enterprise-selling quality and consistency.
• Ensure smooth transition from sale to delivery with delivery teams and aligned commitments.

Job description

Zocks is expanding its enterprise-focused consulting team to help wealth management firms and financial institutions adopt AI-enabled solutions. The Solution Consultant partners with Enterprise and Strategic Account Executives to map client operating models, design how Zocks fits, and demonstrate credible alignment to client needs and existing architectures.

The role involves collaborating across pre-sales and post-sale delivery, identifying recurring needs, and shaping them into scalable Zocks