Remote Enterprise AI Solution Consultant

Zocks; Tallahassee (FL); Remote; USD 180,000 - 200,000; Full time

Job summary

Zocks is expanding its team to serve the largest wealth management firms and financial institutions in the United States. As a Solution Consultant, you will translate client workflows into a concrete AI-enabled solution, design tailored demos, and partner with delivery teams to ensure a smooth transition from sale to implementation.

You’ll speak credibly with executives and technical leaders about architecture, data handling, and integration patterns.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for enterprise clients.
• Knowledge of AI systems and architecture; ability to speak credibly to technically oriented audiences about AI applications.
• Strong grounding in integration design and enterprise integration patterns; familiarity with CRM platforms such as Salesforce.
• Executive presence with clear written and verbal communication; comfortable in growth-stage environments.

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 showing how Zocks operates within a prospect's environment.
• 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.
• 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

Sales/solution engineering

Solution architecture

Enterprise engagements

Job description

Zocks is expanding its team to serve the largest wealth management firms and financial institutions in the United States. As a Solution Consultant, you will translate client workflows into a concrete AI-enabled solution, design tailored demos, and partner with delivery teams to ensure a smooth transition from sale to implementation.

You’ll speak credibly with executives and technical leaders about architecture, data handling, and integration patterns.