Senior Technology Sales Support Specialist-Tax/Audit

About the Role:
As a Senior Technology Sales Support Specialist, you will play a pivotal role in complex sales processes by offering advanced technical expertise. Your involvement will be key to bridging the gap between technical teams and sales representatives, enhancing customer satisfaction, and contributing significantly to sales outcomes. This position allows for deeper technical involvement and greater influence within your team.
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.

• Set up, manage, and maintain “demo-ready” environments for core WK solutions.

• 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.

Skills:
• 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.

Education:  Bachelor’s in Accounting, Finance, or related field

Experience:

• 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.

Other Knowledge, Skills, Abilities or Certifications:  (First list requirements, followed by preferences.) 

• 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.

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

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, and Paid Parental Leave. Full details of our benefits are available upon request.