Senior Technology Sales Support Specialist - Audit

Responsibilities

• Present tailored, knowledgeable, professional, and engaging product demonstrations to varied audiences and in multiple formats including webinars, individual remote meetings and in-person meetings
• Maintain in-depth knowledge of CCH core and ancillary products as applicable by role
• Develop and expand knowledge of CCH and competitors’ products with a focus on clearly articulating and understanding the customer value gained from CCH solutions
• Collaborate with Sales Representatives to gather and analyze Critical Business Issues (CBIs) to deliver tailored and knowledgeable product demonstrations
• Identify opportunities to proactively introduce additional products when communicating with customers to expand their use of CCH solutions
• Collaborate with sales and senior solution architects to understand customer needs and help align product capabilities

Requirements

• Basic understanding of APIs and similar integration technologies
• Basic understanding of AI (Generative, Agentic, etc.) and how these technologies are used with CCH Products
• Set up, manage, and maintain “demo-ready” environments for core WK solutions
• Maintain technical documentation and CRM (Salesforce) entries
• Respond to product inquiries, pricing questions, and technical requests using approved knowledge base content
• Ensure completion of internal administrative tasks including demo scheduling, CRM notes, and coordination of follow-up items
• Collaborate with internal teams to address straightforward technical challenges

Qualifications

• Education: Bachelor’s degree in accounting, finance, or related field
• Experience: 2+ years experience in tax/accounting or software support role
• Product Technical Expertise: Understands features of core products and learns competitive positioning
• Solution Demonstration & Value Communication: Supports demonstration efforts with guidance
• Customer Engagement & Influence: Participates in meetings to observe customer needs and responses
• Sales Enablement & Deal Support: Provides basic support in deal execution and tracks action items
• Market & Industry Expertise: Has foundational awareness of accounting industry needs and WK’s role
• Collaboration & Leadership: Works under close guidance, contributes to team knowledge sharing
• Tools, Data, & Process Enablement: Learns to use internal tools (Salesforce, Teams, demo systems); documents processes