Remote Enterprise AI Solutions Consultant

Zocks; Milton (MA); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

FSA

Unlimited PTO

Paid holidays

Job summary

Zocks is expanding its enterprise footprint in wealth management and financial services. The Solution Consultant will lead discovery with executive teams, craft tailored Zocks designs, and demonstrate fit within client architectures.

You’ll balance business impact with technical fidelity and help shape ongoing customer relationships. You’ll partner with Enterprise and Strategic Account Execs to translate client needs into scalable solutions, drive demonstrations, and ensure seamless handoffs to

Qualifications

• Extensive experience in technical consulting, sales/solution engineering, or architecture for enterprise clients.
• Ability to discuss AI architecture with technical leadership.
• Strong experience with enterprise integration patterns and CRM platforms such as Salesforce.

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.
• Serve as SME on AI, platform architecture, integrations, and data handling with stakeholders.
• Identify recurring needs to shape new Zocks solutions.
• Create reusable assets and materials to raise enterprise selling quality.
• Coordinate with delivery teams for smooth handover from sale to implementation.

Skills

Technical consulting

Solution architecture

Enterprise sales support

AI systems knowledge

CRM integration

Presales & delivery

Tools

Salesforce

Job description

Zocks is expanding its enterprise footprint in wealth management and financial services. The Solution Consultant will lead discovery with executive teams, craft tailored Zocks designs, and demonstrate fit within client architectures.

You’ll balance business impact with technical fidelity and help shape ongoing customer relationships. You’ll partner with Enterprise and Strategic Account Execs to translate client needs into scalable solutions, drive demonstrations, and ensure seamless handoffs to