Solution Consultant

Zocks

8d • $180,000 - $200,000 • Remote

About The Position

Zocks is hiring a Solution Consultant to support its expansion into large wealth management firms, broker-dealers, and financial institutions. The role serves as the technical and business authority during enterprise evaluations involving AI, architecture, security, compliance, and business stakeholders, and supports continued customer growth and innovation after a sale.

The Solution Consultant partners with Enterprise and Strategic Account Executives to understand client operating models, design how Zocks fits into them, and demonstrate that fit. The role also identifies recurring customer needs that could become new Zocks solutions and works with the broader solutions organization to turn proposed designs into production implementations. This is a remote position, limited to candidates residing in the states listed in the job posting. Background and reference checks are required as part of onboarding.

Requirements

• Substantial experience in technical consulting, sales or 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 discuss how AI applications are built, governed, and deployed with highly technical audiences.
• Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce.
• Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers.
• Comfort working in a growth-stage environment where processes and assets are still being built.
• Residence in one of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, WA, or WI.
• Pass background and reference checks as part of onboarding.

Nice To Haves

• Experience across both presales and post-sale delivery or consulting.
• Familiarity with financial services or another regulated industry.

Responsibilities

• Lead technical and business discovery with enterprise and strategic clients and prospects, translating workflows, systems, and requirements into Zocks solution designs.
• Design and deliver tailored demonstrations and proofs of concept that show how Zocks works in a prospect’s environment and integrations.
• Act as a subject-matter expert on AI, platform architecture, integrations, and data handling 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 to improve the quality and consistency of enterprise selling.
• Partner with delivery teams to ensure a smooth transition from sale to implementation and keep scoped commitments aligned with delivery.
• Bring structured customer feedback to Product and Product Marketing, and keep Account Executives informed about new capabilities and positioning.

Benefits

• 100% of the employee medical premium covered, with two plan options through the UnitedHealthcare Select Plus network.
• 99% of dental premiums covered through Guardian, with a $1,500 annual benefit.
• 99% of vision premiums covered through Guardian/VSP, with a $150 frames and contacts allowance.
• FSA with dollar-for-dollar matching up to $500 per year.
• Unlimited PTO.
• Paid sick time.
• 11 paid holidays.
• Birthing parent: 12 weeks of fully paid parental leave.
• Non-birthing parent: 6 weeks of fully paid parental leave.
• 401(k) through Guideline, with pre-tax and Roth options and low-cost Vanguard funds.
• MacBook laptop, Google Workspace, Slack, and Zoom provided.
• Equity grant, with details included as part of the offer.
• Growth opportunities for high performers after 6 months.
• Collaborative, low-ego culture with smart, kind teammates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed