Senior Technology Sales Support Specialist - Audit

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 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,…