Solution Consultant
Benefits
Unlimited PTO
12w maternity
6w paternity
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The Role:
- 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.