Remote Enterprise AI Solutions Consultant

Zocks; San Francisco (CA); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Unlimited PTO

Parental leave

401(k) plan

MacBook + tools

Job summary

Zocks is expanding its enterprise reach by pairing technical consulting with AI architecture expertise to design tailored, integrated solutions for large wealth-management clients. You will engage with executives and technical leaders to translate complex workflows into powerful Zocks deployments.

Joining the team means shaping the product and customer experience in a fast-growing environment, with strong compensation, equity, and a collaborative culture designed for long-term impact.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements.
• Knowledge of AI systems and architecture with ability to speak credibly to technical audiences.
• Strong grounding in integration design and enterprise integration patterns, including CRM platforms such as Salesforce.
• Experience across presales and post-sale delivery or consulting is strongly preferred.
• Familiarity with financial services or other regulated industries is preferred.
• Executive presence and clear written and verbal communication, including translating technical detail for business decisions.
• Comfort operating in a growth-stage environment where processes and assets are being built.

Responsibilities

• Lead technical and business discovery with enterprise clients, translating workflows into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept showing Zocks in a prospect's environment.
• Serve as SME on AI, platform architecture, integrations, and data handling in discussions with security/compliance stakeholders.
• Identify recurring customer needs and shape them into new Zocks-based solutions.
• Create reusable assets and reference designs to raise enterprise selling quality and consistency.
• Coordinate with delivery teams for a clean transition from sale to implementation.

Skills

Technical consulting

Solution engineering

Solution architecture

AI systems

Salesforce integration

Communication skills

Tools

Salesforce

Job description

Zocks is expanding its enterprise reach by pairing technical consulting with AI architecture expertise to design tailored, integrated solutions for large wealth-management clients. You will engage with executives and technical leaders to translate complex workflows into powerful Zocks deployments.

Joining the team means shaping the product and customer experience in a fast-growing environment, with strong compensation, equity, and a collaborative culture designed for long-term impact.