Solution Consultant (Fully Remote)

Zocks; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Zocks is the #1 AI assistant for financial advisors, automating operational work and helping them grow their business. The venture-backed team serves 5,000+ firms and is building a collaborative, low-ego culture with sharp, curious people.

The role is remote, based in approved US states, with references and background checks required. Interview process includes recruiter screen and video interviews, about 3 hours.

Qualifications

• Experience with AI systems, integrations and enterprise platforms.
• Experience across presales and delivery, and strong executive presence.

Responsibilities

• Lead technical and business discovery, translating client workflows into Zocks solution designs.
• Deliver demos and proofs of concept, and identify recurring needs for new solutions.

Skills

AI systems expertise

Integrations

Enterprise platforms (Salesforce)

Presales experience

Delivery experience

Executive presence

Tools

Salesforce

Job description

• Lead technical and business discovery, translating client workflows into Zocks solution designs.
• Deliver demos and proofs of concept, and identify recurring needs for new solutions.

You Bring:

• Expertise in AI systems, integrations, and enterprise platforms like Salesforce.
• Experience across presales and delivery, plus strong executive presence.

Logistics:

• Remote role based in approved US states; references and background checks required.
• Interview process includes recruiter screen and video interviews, about 3 hours.

Zocks

Zocks is the #1 AI assistant for financial advisors, automating operational work and helping them grow their business. The venture-backed team serves 5,000+ firms and is building a collaborative, low-ego culture with sharp, curious people.