Remote Enterprise AI Solution Consultant

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

Benefits offered by this job

Health benefits

Dental & Vision coverage

Unlimited PTO

Parental leave

MacBook + tools

Job summary

Zocks is expanding into the largest wealth management firms and financial institutions in the country. As a Solution Consultant, you will partner with Enterprise and Strategic Account Executives to map client operating models, design how Zocks fits, and demonstrate fit credibly.

You will identify recurring customer needs and translate designs into production-ready solutions. This consultancy-leaning role suits someone who can discuss AI architecture with technical leaders and lead discovery with

Qualifications

• Experience supporting complex, long-term enterprise engagements.
• Expert knowledge of AI systems and architecture.
• Strong grounding in enterprise integration patterns and CRM (Salesforce).
• Experience in presales and post-sale delivery or consulting preferred.
• Familiarity with financial services or a regulated industry preferred.

Responsibilities

• Lead technical and business discovery with enterprise clients, translating workflows into a Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept.
• Act as SME on AI, platform architecture, integrations, and data handling with stakeholders.
• Identify recurring needs and shape them into new Zocks-based solutions.
• Create reusable assets and reference designs to raise enterprise selling quality.
• Collaborate with delivery teams to ensure smooth transition from sale to implementation.

Skills

Technical consulting

Sales/Solution engineering

Solution architecture

Enterprise integration patterns

CRM platforms (Salesforce)

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms and financial institutions in the country. As a Solution Consultant, you will partner with Enterprise and Strategic Account Executives to map client operating models, design how Zocks fits, and demonstrate fit credibly.

You will identify recurring customer needs and translate designs into production-ready solutions. This consultancy-leaning role suits someone who can discuss AI architecture with technical leaders and lead discovery with