Remote Enterprise Solution Consultant - AI for Finance

Zocks; New Jersey; Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Unlimited PTO

Parental leave

Equity

Job summary

Zocks is expanding into the largest wealth management firms and financial institutions, seeking a Solution Consultant to drive enterprise engagements. You will partner with Enterprise and Strategic Account Executives to understand client needs, design how Zocks fits within it, and demonstrate value in real deployments.

You will lead discovery, deliver tailored demos, and translate complex AI architecture into business impact for senior leaders.

Qualifications

• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements.
• Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed.
• Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce.
• Experience across both presales and post-sale delivery or consulting is strongly preferred.
• Familiarity with financial services or another regulated industry is preferred.
• Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers.
• Comfort operating in a growth-stage environment where processes and assets are still being built.

Responsibilities

• Lead technical and business discovery with enterprise and strategic clients translating their workflows into a Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept showing Zocks operating within a prospect's environment.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with security and compliance.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials for enterprise selling.
• Partner with delivery teams to ensure smooth transition from sale to implementation and aligned commitments.
• Provide feedback to Product and Product Marketing and update Account Executives on new capabilities.

Skills

Technical consulting

Solution engineering

Enterprise engagements

AI systems knowledge

Executive presence

Tools

Salesforce

Job description

Zocks is expanding into the largest wealth management firms and financial institutions, seeking a Solution Consultant to drive enterprise engagements. You will partner with Enterprise and Strategic Account Executives to understand client needs, design how Zocks fits within it, and demonstrate value in real deployments.

You will lead discovery, deliver tailored demos, and translate complex AI architecture into business impact for senior leaders.