Remote Enterprise AI Solutions Consultant

Zocks; Orangeburg (SC); Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Remote work

Unlimited PTO

Health benefits

Equity

Paid holidays

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions. The Solution Consultant is the technical and business authority in evaluations and drives growth and innovation thereafter.

You will partner with Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond opportunities, you will identify recurring customer needs that Zocks can address with

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex enterprise engagements.
• Ability to discuss AI architecture credibly with technical leadership and business executives.

Responsibilities

• Lead discovery with enterprise clients translating workflows into Zocks design.
• Deliver tailored demos and proofs of concept showing fit within client environments.
• Serve as SME on AI, platform architecture, integrations, and data handling in security/compliance discussions.
• Identify recurring needs and shape them into new Zocks solutions.
• Create reusable assets and materials to raise enterprise selling quality.
• Ensure smooth handoff from sale to delivery and align commitments with delivery.

Skills

Technical consulting

Solution architecture

Sales support

CRM systems

Executive communication

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions. The Solution Consultant is the technical and business authority in evaluations and drives growth and innovation thereafter.

You will partner with Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond opportunities, you will identify recurring customer needs that Zocks can address with