Remote Solution Consultant — Enterprise AI for Finance

Zocks; Nebraska; Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Unlimited PTO

Equity

401(k) plan

MacBook provided

Job summary

Zocks is seeking a Solution Consultant to drive technical and business discovery for enterprise clients from our remote US-based team. You will design Zocks fit within client operating models, demonstrate integrations, and translate complex AI architectures for business stakeholders.

Ideal candidates bring substantial technical consulting and presales delivery experience, with strong AI and integration knowledge.

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 and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
• Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
• Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.

Skills

Technical consulting

Solution engineering

Solution architecture

AI systems

CRM platforms (Salesforce)

Presales delivery

Tools

Salesforce

Job description

Zocks is seeking a Solution Consultant to drive technical and business discovery for enterprise clients from our remote US-based team. You will design Zocks fit within client operating models, demonstrate integrations, and translate complex AI architectures for business stakeholders.

Ideal candidates bring substantial technical consulting and presales delivery experience, with strong AI and integration knowledge.