Remote Solution Consultant - Enterprise AI for Finance

Zocks; Phoenix (AZ); Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

FSA

Unlimited PTO

Paid holidays

401(k) plan

Job summary

Zocks is expanding its technical sales team with a Solution Consultant who will lead discovery, design tailored AI-driven wealth-management solutions, and demonstrate fit within complex client environments. You’ll partner with Enterprise and Strategic Account Executives to map client operating models and craft production-ready designs, enabling deeper client relationships.

You’ll work across the sales cycle, build reusable solution assets, and liaise with delivery and Product teams to ensure a

Qualifications

• Experience in technical consulting, sales/solution engineering, or solution architecture for enterprise clients.
• Ability to discuss AI architecture credibly with security/compliance and execs.
• Strong written and verbal communication, executive presence, and problem-solving.

Responsibilities

• Lead discovery with enterprise clients and translate workflows into a Zocks solution.
• Design tailored demos and proofs of concept showing integration within client environments.
• Be SME on AI, platform architecture, integrations, and data handling for stakeholders.
• Create reusable assets and reference designs to elevate enterprise selling.
• Collaborate with delivery teams to ensure smooth handoff from sale to implementation.
• Provide feedback to Product and keep Account Executives current on capabilities.

Skills

Technical consulting

Solution engineering

Solution architecture

Job description

Zocks is expanding its technical sales team with a Solution Consultant who will lead discovery, design tailored AI-driven wealth-management solutions, and demonstrate fit within complex client environments. You’ll partner with Enterprise and Strategic Account Executives to map client operating models and craft production-ready designs, enabling deeper client relationships.

You’ll work across the sales cycle, build reusable solution assets, and liaise with delivery and Product teams to ensure a