Senior Technology Sales Support Specialist-Digital Innovator

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.

• 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.
• Understand APIs and similar integration technologies.
• Understand 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.

• 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

• 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.

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