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.

• 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.

• 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.

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, contributes to team knowledge sharing.
• Tools, Data, & Process…