Remote Enterprise AI Solutions Consultant

Zocks; California; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Equity grant

MacBook laptop provided

Unlimited PTO

Job summary

Zocks is expanding its Solution Consulting team to engage the largest wealth management firms and financial institutions across the country. As a Solution Consultant, you will be the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to map client operating models and demonstrate fit with Zocks.

You will also identify recurring needs for new solutions and help transform designs into production.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for enterprise clients.
• Ability to discuss AI architecture credibly with technical leadership and business decision-makers.
• Strong grounding in integration patterns and CRM integrations, especially Salesforce.

Responsibilities

• Lead technical and business discovery with enterprise clients to translate workflows into a Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept showing fit within a prospect environment.
• 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-based solutions.
• Build reusable assets and materials to raise enterprise selling quality and consistency.
• Partner with delivery to ensure smooth transition from sale to implementation.
• Provide feedback to Product and keep Account Executives updated on capabilities.

Skills

Technical consulting

AI architecture

Integration design

Sales/solutions engineering

Presales & delivery

Enterprise customer engagement

Tools

Salesforce

Job description

Zocks is expanding its Solution Consulting team to engage the largest wealth management firms and financial institutions across the country. As a Solution Consultant, you will be the technical and business authority in evaluations, partnering with Enterprise and Strategic Account Executives to map client operating models and demonstrate fit with Zocks.

You will also identify recurring needs for new solutions and help transform designs into production.