Senior Technology Sales Support Specialist -Technical Sales Consultant

Responsibilities

• Collaborate with sales and senior solution architects to understand customer needs and help align product capabilities.
• Embed with large technical and operational stakeholders to design integrations across CCH Axcess APIs including MCP-based data access patterns.
• Own enterprise level technical discovery and serve as the primary technical authority in discussions with CTOs, CIOs, and IT leadership, translating complex requirements into viable solution designs.
• Use agentic coding tools (Claude Code, GitHub Copilot, and equivalent) to rapidly prototype and demonstrate integrations in live customer environments.
• In these scenarios, speed of proof matters. Build and demonstrate AI workflows using CCH’s Expert AI philosophy.
• Partner with Product Management to influence the product roadmap by translating customer feedback, market insights, and firm specific workflow gaps into actionable product requirements and prioritization inputs.
• Serve as the technical layer in consulting-style engagements where billable technical advisory complements product revenue.
• Confidently represent WK’s AI strategy in executive and technical forums, translating vision into concrete architecture and implementation guidance.
• Support responses to RFPs and basic product inquiries.
• Maintain technical documentation and CRM (Salesforce) entries.
• 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.

Requirements

• 5+ years in a technical role with direct customer-facing accountability; pre-sales, implementation, or consulting background considered
• Hands-on experience with AI-based implementations: LLM/RAG leverage, API design/leverage, agent workflows – with building experience, not purely research
• Demonstrated proficiency in REST API integration, cloud data platforms (Azure preferred) and modern data pipeline patterns
• Working knowledge of tax and accounting concepts to engage effectively with firm leadership and IT stakeholders; CPA preferred, or comparable experience in professional services or fintech demonstrating rapid domain learning capability.

Qualifications

• Bachelor’s in computer science, engineering or related field or equivalent combination of education and work experience in software development.

Skills, Abilities, or Certifications

• Enterprise Technical Discovery: Ability to lead complex, ambiguous technical discovery with senior IT, architecture, and security stakeholders, translating business objectives into technical solution paths.
• Hands-On Engineering Mindset: Comfortable building, prototyping, and troubleshooting real integrations in live or near production environments to prove feasibility and accelerate decision-making.
• System & Architecture Thinking: Strong understanding of distributed systems, integration patterns, data flows, identity/security models, and cloud-native architectures.
• Product & Market Awareness: Ability to contextualize customer feedback within broader market trends, competitive positioning, and platform strategy.
• Executive Communication: Skilled at explaining complex technical concepts clearly to non-technical and executive audiences, including CIOs, CTOs, and firm leadership.
• Cross Functional Influence: Proven ability to operate effectively across Sales, Product Management, Engineering, and Consulting without formal authority.
• Consultative Presence: Demonstrates a trusted advisor posture—asks the right questions, challenges assumptions, and guides customers toward scalable solutions.
• Professional Services Awareness: Understanding of how technical advisory work complements product revenue and customer value realization.
• Ownership Mentality: Takes end-to-end accountability for technical outcomes, follow through, and customer confidence.

Pay

$71,300.00 - $124,500.00 USD

Schedule

Ability to travel approximately 25%-40% to engage directly with enterprise customers for complex implementations, architectural discussions, and executive-level technical engagements.

Benefits

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