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Senior Technology Sales Support Specialist - Audit
Job in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-06-04
Listing for:
Wolters Kluwer N.V.
Full Time
position Listed on 2026-06-04
Job specializations:
-
IT/Tech
Cybersecurity, Data Security
Job Description & How to Apply Below
Hybrid (8 days/month) locations:
USA - Coppell, TX:
USA - Kennesaw, GA:
USA - Torrance, CA:
USA - Houston, TX, Allen Pkwy:
USA - Wichita, KStime type:
Full time posted on:
Posted Yesterday job requisition :
R0056934
As a Senior Technology Sales Support Specialist, you will play a pivotal role in designing and positioning audit-focused solution demonstrations that address customer compliance, risk, and governance needs. They translate complex regulatory requirements into scalable technical architectures, delivering compelling demos, proposals, and proof-of-concepts. This role also collaborates closely with product and delivery teams to ensure solutions align with client objectives and industry standards while driving successful deal outcomes.
** Responsibilities*
* • Using your Audit and Tax experience, 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
• Deliver a concise message which enables the customer to easily envision using CCH solutions in their complex business
• 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.
• 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.
• 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**·
** Audit & Tax Solution Knowledge:
** Strong understanding of audit and tax workflows, client needs, and how solutions support compliance and efficiency.·
** Client Engagement:
** Ability to build trust with stakeholders and guide conversations around business challenges and outcomes.·
** Clear Documentation:
** Skilled at creating straightforward, client-friendly materials and demo walkthroughs.·
** Practical Problem-Solving:
** Able to identify client pain points and demonstrate relevant, real-world solutions.·
** Effective Communication:
** Confident presenter who can translate complex concepts into clear, business-focused messaging.·
** Collaboration & Support:
** Works closely with sales, product, and client teams to deliver cohesive demo experiences.·
** Business Insight:
** Uses data and client context to highlight value and demonstrate impact during presentations.·
** Demo Tools Proficiency:
** Comfortable using demo environments and tools to showcase audit and tax solutions in a clear, engaging way.
** 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…
Position Requirements
10+ Years
work experience
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