Senior Technology Sales Support Specialist-Tax/Audit

Responsibilities

• Assist in preparing and supporting one-on-one solution demonstrations for small and mid-sized accounting firms.
• Collaborate with sales and senior solution architects to understand customer needs and help align product capabilities.
• Understanding of APIs and similar integration technologies.
• Understanding of AI (Generative, Agentic, etc.) and how these technologies are used with CCH Products.
• Support responses to RFPs and product inquiries.
• Prepare and Implement technology documentation to increase the overall team technology acumen.
• Maintain technical documentation and CRM (Salesforce) entries.
• Shadow experienced team members during customer meetings, gaining exposure to solution delivery best practices.
• Respond to product inquiries, pricing questions, and technical requests using approved knowledge base content.
• Continuously develop product and industry knowledge through structured training, self-study, and active participation in team sessions.
• 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.

Requirements

• Deep Technical Knowledge: Extensive understanding of products/services.
• Strategic Customer Service: Advanced skills in managing customer relationships.
• Advanced Documentation: Capable of producing comprehensive technical documents.
• Complex Problem-solving: Exceptional troubleshooting and problem-solving skills.
• Persuasive Communication: Advanced interpersonal and presentation abilities.
• Team Leadership: Ability to lead and mentor within teams.
• Data Analysis: Proficiency in analyzing and utilizing data.
• Technical Tools Utilization: Advanced usage of software tools relevant to technical sales.

Qualifications

• Bachelor's in accounting, finance, or related field.
• 0–2 years experience in tax/accounting or software support role.
• Demonstrated knowledge in SaaS, APIs, AI (GenAI, LLM, Agentic AI, etc.), or Cloud solutions.

Skills

• 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.

Benefits

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to:

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Pay

$71,300.00 - $124,500.00 USD

Schedule

This role is eligible for Commission.