Remote Enterprise AI Solution Consultant

Zocks; Iowa City (IA); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Vision & Dental coverage

Unlimited PTO

Parental leave

401(k) plan

MacBook provided

Equity grant

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions. The Solution Consultant is the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to understand each client's operating model and design how Zocks fits within it.

You'll lead tailored demonstrations and proofs of concept, speak credibly about AI architecture, and build reusable assets.

Qualifications

• Extensive experience in technical consulting, sales/solution engineering, or solution architecture for enterprise clients.
• Advanced knowledge of AI systems and architecture for credible technical discussions.
• Strong experience with enterprise integration and CRM platforms like Salesforce.
• Experience in presales and post-sale delivery or consulting preferred.
• Familiarity with financial services or regulated industries 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 showing Zocks in the prospect's environment.
• Serve as SME on AI, platform architecture, integrations, and data handling with security/compliance stakeholders.
• Build reusable assets, reference designs, and solution materials for enterprise selling.
• Partner with delivery teams to ensure a clean transition from sale to implementation.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives updated on new capabilities.

Skills

Technical consulting

Sales / solution engineering

Solution architecture

AI systems knowledge

Enterprise integration patterns

Salesforce & CRM

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions. The Solution Consultant is the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to understand each client's operating model and design how Zocks fits within it.

You'll lead tailored demonstrations and proofs of concept, speak credibly about AI architecture, and build reusable assets.