Remote Enterprise Solution Consultant – AI for Finance

Zocks; South Carolina; Remote; USD 240,000 - 260,000; Full time

Benefits offered by this job

MacBook laptop provided

Equity grant

Unlimited PTO

Paid holidays

Remote-friendly work arrangement

Job summary

Zocks is seeking a Solution Consultant to lead technical and business discovery with large financial-services clients. You will translate client workflows into a credible Zocks solution design, deliver tailored demos, and address AI architecture with security and compliance stakeholders.

You will partner with Enterprise and Strategic Account Executives to map operating models and translate needs into production-ready designs, driving expansion across opportunities and repeatable offerings.

Qualifications

• Substantial experience in technical consulting and sales/solution engineering for enterprise clients.
• Knowledge of AI systems and architecture to speak credibly with technical audiences.
• Solid grounding in integration design and enterprise patterns, incl. Salesforce CRM.
• Experience in both presales and post-sale delivery or consulting is preferred.
• Familiarity with financial services or regulated industries is a plus.

Responsibilities

• Lead technical and business discovery with enterprise clients to translate workflows into Zocks designs.
• Design and deliver tailored demonstrations and proofs of concept in client environments.
• 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.
• Create reusable assets, reference designs, and materials for enterprise selling.
• Collaborate with delivery teams to ensure smooth transition from sale to implementation.

Skills

Enterprise consulting experience

Presales & post-sale delivery

AI systems & architecture

Enterprise integration patterns

CRM integration (Salesforce)

Tools

Salesforce CRM

Job description

Zocks is seeking a Solution Consultant to lead technical and business discovery with large financial-services clients. You will translate client workflows into a credible Zocks solution design, deliver tailored demos, and address AI architecture with security and compliance stakeholders.

You will partner with Enterprise and Strategic Account Executives to map operating models and translate needs into production-ready designs, driving expansion across opportunities and repeatable offerings.