Remote Enterprise AI Solutions Architect

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

Benefits offered by this job

Unlimited PTO

Paid sick time

11 paid holidays

401(k) matching

Job summary

Zocks is seeking a Solution Consultant to help financial advisory firms adopt AI-enabled solutions. You will work with Enterprise and Strategic Account Executives to map client operations to Zocks designs and demonstrate fit for technical and business leaders.

The role blends consulting, architecture, and hands-on solution crafting in a growth-stage setting. You will design demos, craft reusable assets, and collaborate to ensure a smooth handoff from sale to delivery, expanding relationships

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for complex enterprise engagements.
• Knowledge of AI systems and architecture with ability to discuss with highly technical audiences.
• Strong grounding in integration design and patterns, including CRM like Salesforce.
• Experience across presales and post-sale delivery or consulting.
• Familiarity with financial services or regulated industries is a plus.
• Executive presence and clear written and verbal communication.

Responsibilities

• Lead technical and business discovery with enterprise clients, translating workflows into a Zocks design.
• Design and deliver tailored demos and proofs of concept.
• Serve as SME on AI, platform architecture, integrations, and data handling with security/compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks solutions.
• Build reusable assets, reference designs, and solution materials.
• Work with delivery teams to ensure smooth transition from sale to implementation.
• Keep Account Executives updated on new capabilities and positioning.

Skills

Technical consulting

Sales engineering

Solution architecture

Enterprise client engagements

Tools

Salesforce

Job description

Zocks is seeking a Solution Consultant to help financial advisory firms adopt AI-enabled solutions. You will work with Enterprise and Strategic Account Executives to map client operations to Zocks designs and demonstrate fit for technical and business leaders.

The role blends consulting, architecture, and hands-on solution crafting in a growth-stage setting. You will design demos, craft reusable assets, and collaborate to ensure a smooth handoff from sale to delivery, expanding relationships