Remote Enterprise AI Solutions Consultant | Equity & Growth

Zocks; Central City (NE); À distance; USD 180 000 - 200 000; Plein temps

Avantages offerts par ce poste

Unlimited PTO

Paid holidays

401(k) via Guideline

Equity grant

MacBook laptop + tools

Growth opportunities

Résumé du poste

Zocks is expanding its enterprise reach by partnering with major wealth management firms and financial institutions. The Solution Consultant acts as both technical and business authority, leading discovery, architecture discussions, and tailored demos that prove Zocks fits within clients’ operating models.

You’ll drive new solutions and shape repeatable offerings across opportunities. Join a venture-backed team building cutting-edge AI tools for financial advisors, with opportunities to

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture for complex enterprise clients.
• Able to discuss AI architecture credibly with technical leadership and translate business needs into technical designs.
• Strong integration design background, including CRM patterns and Salesforce are a plus.

Responsabilités

• Lead technical and business discovery with enterprise clients to design Zocks solution architecture.
• Create tailored demonstrations and proofs of concept showing fits within client environments.
• Act as subject-matter expert on AI, data handling, and platform integrations for security/compliance stakeholders.
• Identify recurring customer needs and translate them into new Zocks-based solutions.
• Develop reusable assets and reference designs to raise enterprise selling quality.
• Collaborate with delivery teams to ensure smooth transition from sale to implementation and aligned commitments.

Connaissances

Technical consulting

Solution engineering

Solution architecture

AI systems knowledge

CRM integration (Salesforce)

Presales experience

Delivery experience

Financial services familiarity

Executive presence

Communication skills

Description du poste

Zocks is expanding its enterprise reach by partnering with major wealth management firms and financial institutions. The Solution Consultant acts as both technical and business authority, leading discovery, architecture discussions, and tailored demos that prove Zocks fits within clients’ operating models.

You’ll drive new solutions and shape repeatable offerings across opportunities. Join a venture-backed team building cutting-edge AI tools for financial advisors, with opportunities to