
11 - 50 funcionários
Fundada em 2022
🤖 Inteligência Artificial
💳 Fintech
☁️ SaaS
Artificial Intelligence • Fintech • SaaS
Zocks é uma plataforma de IA com foco em privacidade, projetada especificamente para consultores financeiros, apoiando profissionais autônomos, práticas de médio porte e grandes empresas. Automatiza tarefas-chave como tomada de notas, preparação de reuniões e comunicações com clientes, melhorando a eficiência do fluxo de trabalho e a colaboração. Zocks garante conformidade e controle de dados sem gravar conversas, ajudando consultores a focarem mais em seus relacionamentos com clientes enquanto se integra perfeitamente aos sistemas e ferramentas de CRM existentes.
🕒 Outubro 28
🌵 Arizona, California, +22 estados a mais – Remoto
💵 $180.000 - $200.000 / ano
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
💼 Consultor
👻 Score fantasma 11%
🗣️🇺🇸🇬🇧 Inglês obrigatório
De onde vem esta vaga
Publicada na página de carreiras da Zocks | AI for Advisors, não em um site de vagas
Vista pela primeira vez pelo Remote Rocketship Outubro 28
Ainda aberta no site da Zocks | AI for Advisors. Verificada 2 horas atrás.

11 - 50 funcionários
Fundada em 2022
🤖 Inteligência Artificial
💳 Fintech
☁️ SaaS
Artificial Intelligence • Fintech • SaaS
Zocks é uma plataforma de IA com foco em privacidade, projetada especificamente para consultores financeiros, apoiando profissionais autônomos, práticas de médio porte e grandes empresas. Automatiza tarefas-chave como tomada de notas, preparação de reuniões e comunicações com clientes, melhorando a eficiência do fluxo de trabalho e a colaboração. Zocks garante conformidade e controle de dados sem gravar conversas, ajudando consultores a focarem mais em seus relacionamentos com clientes enquanto se integra perfeitamente aos sistemas e ferramentas de CRM existentes.
• Lead technical and business discovery with enterprise and strategic clients and prospects • Translate client workflows, systems, and requirements into clear Zocks solution designs • Design and deliver tailored demonstrations and proofs of concept • Serve as subject-matter expert on AI, platform architecture, integrations, and data handling • Identify recurring customer needs and shape them into new Zocks-based solutions • Build reusable assets, reference designs, and solution materials for enterprise selling • Partner with delivery teams on sale-to-implementation transition and scoped commitments • Bring structured customer feedback to Product and Product Marketing • Keep Account Executives current on new capabilities and positioning • Drive technical confidence in enterprise and strategic opportunities • Help turn field-identified solutions into repeatable Zocks offerings • Support customers evolving from standard Zocks use cases to advanced custom solutions
• Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements • Intermediate to expert knowledge of AI systems and architecture • Ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed • Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce • Executive presence and clear written and verbal communication • Ability to translate technical detail for business decision-makers • Comfort operating in a growth-stage environment where processes and assets are still being built • Background and reference checks required as part of onboarding • Candidates must reside in one of: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Massachusetts, Michigan, Nebraska, New Jersey, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, or Wisconsin
• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options) • Dental: 99% covered - Guardian, $1,500 annual benefit • Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance • FSA: Zocks matches dollar-for-dollar up to $500/year • Unlimited PTO • Paid sick time • 11 paid holidays • Birthing parent: 12 weeks fully paid parental leave • Non-birthing parent: 6 weeks fully paid parental leave • 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds • MacBook laptop provided • Google Workspace, Slack, and Zoom provided • Equity grant - details included as part of your offer • Growth opportunities for high performers after 6 months • Collaborative, low-ego culture with smart, kind teammates
Candidatar-seMelhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.
🕒 Outubro 28
Workday Adaptive Planning Implementation Analyst administering and implementing Adaptive Insights models. Partnering with client finance and IT teams on forecasting, reporting, and scenario planning.
🇺🇸 Estados Unidos – Remoto (EUA)
⏰ Tempo Integral
🟢 Júnior
🟡 Pleno
💼 Consultor
🚫👨🎓 Sem graduação necessária
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Outubro 28
501 - 1000
🎖️ Defesa
🏥 Saúde
📦 Logística
Maximo Functional Lead configuring IBM Maximo for U.S. Government facility maintenance operations. Supporting mobile execution, inventory, workflows, training, and go-live deployment.
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Outubro 28
Oracle EPM Cloud Functional Lead implementing Oracle Planning solutions for US federal agencies. Leading requirements, configuration, testing, deployment, and user training.
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Outubro 28
Utilization Management Nurse Consultant reviewing Medicare clinical cases and making evidence-based coverage decisions. Supporting CVS Health members through prior authorization, care coordination, and quality improvement.
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Outubro 28
Interventional Clinical Consultant demonstrating GE HealthCare’s interventional medical technology throughout the sales process. Providing clinical training, product expertise, customer support, and market intelligence across the Western U.S.
🇺🇸 Estados Unidos – Remoto (EUA)
💵 $124.240 - $186.360 / ano
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
💼 Consultor
🦅 Patrocina Visto H1B
🗣️🇺🇸🇬🇧 Inglês obrigatório