Remote Enterprise AI Solution Consultant

Zocks; Sacramento (CA); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Equity grant

Unlimited PTO

Paid holidays

401(k) plan

Equipment provided

Growth opportunities

Job summary

Zocks is seeking a Solution Consultant to drive enterprise opportunities in leading wealth management and financial services firms. You will translate client workflows into an actionable Zocks design, demonstrate tailored AI-enabled solutions, and partner with delivery teams to ensure a smooth transition from sale to implementation.

You will serve as the AI and integration SME, discuss platform architectures with security/compliance stakeholders, and identify recurring needs to shape new Zocks

Qualifications

• Substantial experience in technical consulting and solution engineering for enterprise clients.
• Strong knowledge of AI systems and architecture, with credibility in technical discussions.
• Experience translating client workflows into scalable AI-enabled designs.

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 a client environment.
• Be the SME on AI, platform architecture, integrations, and data handling for security/compliance stakeholders.
• Identify recurring needs and shape them into new Zocks-based solutions.
• Build reusable assets and reference designs to raise enterprise selling quality.
• Partner with delivery teams for smooth sale-to-implementation transitions.
• Provide structured customer feedback to Product and keep Account Execs updated on capabilities.

Skills

Technical consulting

Sales engineering

Solution architecture

Enterprise engagements

AI systems knowledge

CRM integration

Executive communication

Tools

Salesforce

Job description

Zocks is seeking a Solution Consultant to drive enterprise opportunities in leading wealth management and financial services firms. You will translate client workflows into an actionable Zocks design, demonstrate tailored AI-enabled solutions, and partner with delivery teams to ensure a smooth transition from sale to implementation.

You will serve as the AI and integration SME, discuss platform architectures with security/compliance stakeholders, and identify recurring needs to shape new Zocks