Solution Consultant

THE OPPORTUNITY

Join a team that’s changing financial servicesZocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

WHO YOU ARE

The SHARC in the roomAt Zocks, we hire for SHARC - five qualities that define how our best people work and win together.S - SharpYou move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.H - HungryYou're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.A - AdaptableStartup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.R - ResilientBuilding something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.C - CuriousYou ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.

About the Role

Zocks is expanding into the largest wealth management firms, broker-dealers, and financial institutions in the country. These organizations evaluate AI rigorously, and their decisions involve heads of AI, enterprise architects, security, and compliance alongside business leaders. The Solution Consultant is the technical and business authority in those evaluations, and drives continued growth and innovation afterwards.You will partner with our Enterprise and Strategic Account Executives to understand each client's operating model, design how Zocks fits within it, and demonstrate that fit credibly. Beyond individual opportunities, you will identify recurring customer needs that Zocks can address with new solutions, and you will partner with the broader solutions organization to transform proposed designs into production reality.This role is suited to a consultant: someone equally comfortable leading discovery with an operations executive and discussing AI architecture with a firm's technical leadership. Someone who’s not satisfied with winning a deal and impatient to start designing the solution that gets us an even deeper relationship with the client.

What You'll Do

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.

What Success Looks Like

Enterprise and strategic opportunities advance and close with technical confidence, on solutions designed around each customer's requirementsSolutions identified in the field become repeatable Zocks offeringsCustomers move from signature into delivery with no gap between what was sold and what is implementedCustomers evolve from standard Zocks use cases to advanced custom solutions

What You Bring

Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagementsIntermediate 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 deployedStrong grounding in integration design and common enterprise integration patterns, including CRM platforms such as SalesforceExperience across both presales and post-sale delivery or consulting is strongly preferredFamiliarity with financial services or another regulated industry is preferredExecutive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makersComfort operating in a growth-stage environment where processes and assets are still being built.

Logistics

This is a remote position, but we are currently only able to hire candidates who reside in 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, WIBackground and reference checks required as part of onboardingInterview process30-min recruiter screenUp to three 30-45-min video interviewsOffer pending references.Total estimated time: ~3 hours

Compensation

180 - 200K base salary + $60K CommissionEquity - we're all building this together

BENEFITS

The full pictureHealthMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)Dental: 99% covered - Guardian, $1,500 annual benefitVision: 99% covered - Guardian/VSP, $150 frames & contacts allowanceFSA: Zocks matches dollar-for-dollar up to $500/yearTime offUnlimited PTOPaid sick time11 paid holidaysFamilyBirthing parent: 12 weeks fully paid parental leaveNon-birthing parent: 6 weeks fully paid parental leaveFinancial401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard fundsEverything elseMacBook laptop + Google Workspace, Slack, and Zoom providedEquity grant - details included as part of your offerGrowth opportunities for high performers after 6 monthsCollaborative, low-ego culture with smart, kind teammates

EQUAL OPPORTUNITY

Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation and success - and we encourage all qualified people to apply.We may use AI tools to support parts of the hiring process. These tools assistourteambutnotreplacehumanjudgmenttheft9-Independent skipping.