Remote Solution Consultant - Enterprise AI for Finance

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

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Unlimited PTO

Parental leave

401(k) plan

MacBook provided

Equity

Job summary

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant will be the technical and business authority during evaluations and will drive growth by aligning client operations with Zocks capabilities.

You will partner with Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits, and demonstrate that fit credibly.

Qualifications

• Extensive experience in technical consulting for enterprise clients.
• Ability to translate client workflows into Zocks solutions.
• Experience communicating with technical and executive stakeholders.

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 within a prospect's environment.
• Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling with security and compliance stakeholders.
• Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
• Build reusable assets and reference designs to raise enterprise selling quality and consistency.
• Partner with delivery teams to ensure a clean sale-to-implementation transition.

Skills

Technical consulting

Solution engineering

Solution architecture

CRM integration

Tools

Salesforce

Integration design

Job description

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. The Solution Consultant will be the technical and business authority during evaluations and will drive growth by aligning client operations with Zocks capabilities.

You will partner with Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits, and demonstrate that fit credibly.