Remote Enterprise AI Solutions Consultant

Zocks; Oregon; Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Equity grant

MacBook laptop provided

Unlimited PTO

401(k) plan

Job summary

Zocks is expanding its reach in the wealth management and financial services space. The Solution Consultant will partner with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate the fit credibly.

You will identify recurring needs for new solutions and help transform designs into production. The role requires both strategic discovery with executives and technical discussions with leadership, in a remote setup across eligible

Qualifications

• Experience supporting complex, long-term enterprise engagements.
• Ability to discuss AI architecture with technical leadership.
• Strong written and verbal communication for business decisions.

Responsibilities

• Lead technical and business discovery with enterprise clients and translate 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 customer needs and shape them into new Zocks-based solutions.
• Build reusable assets and solution materials to raise enterprise selling quality.
• Partner with delivery teams for smooth transition from sale to implementation.
• Keep Account Executives updated on new capabilities and positioning.

Skills

Technical consulting

Sales/solution engineering

Solution architecture

AI systems knowledge

CRM platforms (Salesforce)

Executive presence

Tools

Salesforce

CRM platforms

Job description

Zocks is expanding its reach in the wealth management and financial services space. The Solution Consultant will partner with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits, and demonstrate the fit credibly.

You will identify recurring needs for new solutions and help transform designs into production. The role requires both strategic discovery with executives and technical discussions with leadership, in a remote setup across eligible