Remote Enterprise AI Solutions Consultant

Zocks; Lincoln (NE); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

FSA

Unlimited PTO

Paid holidays

Parental leave

401(k)

Equity

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions, and seeks an experienced Solution Consultant who can translate client workflows into a credible Zocks solution design. You will lead discovery with executives and productively discuss AI architecture with technical leadership.

You will design tailored demonstrations, prove concepts, and partner with delivery teams to ensure a clean handoff from sale to implementation while shaping new

Qualifications

• Extensive experience in technical consulting, sales/solution engineering, and/or solution architecture for enterprise clients.
• Strong understanding of AI systems, architecture, governance and deployment for business audiences.
• Solid grounding in integration patterns and enterprise CRM integrations (e.g., Salesforce).
• Experience across presales and post-sale delivery or consulting is a plus.

Responsibilities

• Lead technical and business discovery with enterprise clients and prospects, translating workflows into a Zocks solution design.
• Design and deliver tailored demos and proofs of concept demonstrating Zocks in a prospect's environment.
• Act as SME on AI, platform architecture, integrations, and data handling with security/compliance stakeholders.
• Build reusable assets and reference designs to raise enterprise selling quality and consistency.
• Partner with delivery teams to ensure smooth handoff from sale to implementation and aligned commitments.
• Provide feedback to Product and Product Marketing; keep Account Executives updated on capabilities.

Skills

Technical consulting

Sales engineering

Solution architecture

AI systems knowledge

Integration design

CRM (Salesforce)

Delivery experience

Financial services familiarity

Executive presence

Clear communication

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions, and seeks an experienced Solution Consultant who can translate client workflows into a credible Zocks solution design. You will lead discovery with executives and productively discuss AI architecture with technical leadership.

You will design tailored demonstrations, prove concepts, and partner with delivery teams to ensure a clean handoff from sale to implementation while shaping new