Solution Engineer

Zocks | AI for Advisors

Solution Engineer guiding clients through complex enterprise deployments and integrations for Zocks AI. Ensuring measurable outcomes and effective collaboration between technical and business stakeholders.

Posted 4/30/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $115,000 per yearWebsite

Tech Stack

Tools & technologies

JavaScriptMySQLPostgresPythonVoIP

About the role

Key responsibilities & impact

Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
Maintain customer sandbox environments and establish best practices for working with the product.
Set and track measurable success metrics (adoption, usage, workflow impact).
Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
Advocate for the customer internally by sharing feedback with appropriate teams.

Requirements

What you’ll need

3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.
Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.
Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and development.
Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.
Excellent communication skills equally strong with engineers and executives.
Highly organized but adaptable, able to juggle competing priorities without losing momentum.
Deep ownership mindset: you don't wait for problems to solve themselves.
Familiarity with compliance-sensitive or Financial Services workflows (bonus).
Experience with relational databases (PostgreSQL, MySQL) (bonus).
Working knowledge of JavaScript or Python (bonus).
Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools (bonus).
Passion for making powerful technology genuinely useful and impactful for the people using it (bonus).

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Zocks | AI for Advisors Website LinkedIn All Job Openings 11 - 50 employees Founded 2022 🤖 Artificial Intelligence 💳 Fintech ☁️ SaaS Artificial Intelligence
Fintech
SaaS Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools. Solution Engineer 🔥 25 minutes ago 🏢🏡 Denver – Hybrid 💵 $95k - $115k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💻 Solutions Engineer JavaScript MySQL Postgres Python VoIP Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Lead multiple concurrent engagements with full accountability for timelines, scope, and outcomes.
Conduct discovery, qualification, technical demos, and proof of value workshops with prospective customers.
Architect and execute API integrations across client systems and third-party tools, including proof of concept integrations as needed.
Maintain customer sandbox environments and establish best practices for working with the product.
Set and track measurable success metrics (adoption, usage, workflow impact).
Troubleshoot complex integration issues directly and serve as the senior escalation point for technical blockers.
Build trust with technical and non-technical stakeholders by deeply understanding customer workflows and speaking their language.
Win technical evaluations by handling objections, providing solutions or workarounds, and demonstrating clearly why Zocks is the right fit.
Push customers toward best practices while adapting to real-world constraints and identifying expansion opportunities.
Advocate for the customer internally by sharing feedback with appropriate teams. 🎯 Requirements
3+ years in SaaS implementation, solutions engineering, solutions architecture, or technical delivery roles.
Experience leading complex, multi-stakeholder deployments with Financial Services or other regulated industries.
Strong API and systems integration experience comfortable reading logs, troubleshooting integrations, and development.
Builder credibility: you speak the language of engineers and have the presence to earn trust across technical and non technical teams.
Excellent communication skills equally strong with engineers and executives.
Highly organized but adaptable, able to juggle competing priorities without losing momentum.
Deep ownership mindset: you don't wait for problems to solve themselves.
Familiarity with compliance-sensitive or Financial Services workflows (bonus).
Experience with relational databases (PostgreSQL, MySQL) (bonus).
Working knowledge of JavaScript or Python (bonus).
Experience integrating with Salesforce, Office 365, virtual meeting platforms, VoIP systems, and BI tools (bonus).
Passion for making powerful technology genuinely useful and impactful for the people using it (bonus). Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Partner Solutions Architect 🕒 6 days ago Render Networks 11 - 50 📡 Telecommunications 🏢 Enterprise ⚡ Productivity Website LinkedIn All Job Openings Partner Solutions Architect driving technical solutions for Render's geospatial network platform. Collaborating with partners to innovate and enhance network construction efficiency. 🏢🏡 Denver – Hybrid 💵 $120k - $140k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💻 Solutions Engineer Cloud Java JavaScript Python Remote Sensing Go Application Security Solution Architect 🕒 April 21 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Application Security Solution Architect enhancing security posture at Bank of America. Collaborating across teams to design and secure applications throughout their lifecycle. 🏢🏡 Denver – Hybrid 💵 $140.5k - $205k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💻 Solutions Engineer 🦅 H1B Visa Sponsor Cloud Senior Solution Architect – Identity and Access Management (IAM) 🕒 April 16 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Identity & Access Management Solution Architect at Bank of America focusing on security posture and collaboration across teams. Designing IAM systems and addressing inefficiencies in authentication project. 🏢🏡 Denver – Hybrid 💵 $140.5k - $205k / year ⏰ Full Time 🟠 Senior 💻 Solutions Engineer 🦅 H1B Visa Sponsor Cloud Cyber Security Linux Software Implementation Project Manager 🕒 February 18 Philips 10,000+ employees ⚕️ Healthcare Insurance 🧬 Biotechnology Website LinkedIn All Job Openings Software Implementation Project Manager overseeing end-to-end processes for Midwest zone service delivery. Collaborating with sales and project teams to ensure project success and standardization. 🏢🏡 Denver – Hybrid 💵 $84k - $140k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💻 Solutions Engineer 🦅 H1B Visa Sponsor View More Solutions Engineer Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

API integrationssystems integrationtroubleshootingrelational databasesJavaScriptPythonSaaS implementationsolutions engineeringsolutions architecturetechnical delivery

Soft Skills

excellent communicationhighly organizedadaptabledeep ownership mindsetbuilding trusthandling objectionspushing for best practicesadvocating for customersjuggling competing prioritiesunderstanding customer workflows