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.

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 :

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

Experience :

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

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