Remote Enterprise AI Solution Consultant

Zocks; East Windsor Hill (CT); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) plan

Unlimited PTO

Job summary

Zocks is expanding its enterprise-focused solutions for the largest wealth managers and financial institutions. As a Solution Consultant, you will translate client workflows into Zocks designs and demonstrate fit within their environments.

You'll partner with Enterprise and Strategic Account Executives to uncover recurring needs, design tailored AI-enabled solutions, and drive adoption from sale to delivery across complex engagements.

Qualifications

• Substantial experience in technical consulting and solution architecture for enterprise clients.
• Experienced in presales and post-sale delivery.
• Familiar with financial services or regulated industries is preferred.
• Ability to communicate to both business and technical stakeholders.

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

Technical consulting

Solution architecture

CRM integration

Sales experience

Tools

Salesforce

Job description

Zocks is expanding its enterprise-focused solutions for the largest wealth managers and financial institutions. As a Solution Consultant, you will translate client workflows into Zocks designs and demonstrate fit within their environments.

You'll partner with Enterprise and Strategic Account Executives to uncover recurring needs, design tailored AI-enabled solutions, and drive adoption from sale to delivery across complex engagements.