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Wolters Kluwer Technology Sales Support Specialist in Coppell, Texas

The Solution Architect (SA) provides in-depth product expertise, in a pre-sales environment, by partnering with Sales Representatives to deliver effective presentations of CCH Tax & Accounting products to Accounting Firms. In collaboration with Sales Representatives, the SA is responsible for analyzing and evaluating customers’ critical business issues to deliver strategically tailored product demonstrations and consult on overall sales and product strategies. A Solution Architect will be required to actively maintain, develop and expand their knowledge of CCH Tax & Accounting products and stay current on basic accounting practices and the competitive landscape of accounting software.

Essential Duties and responsibilities

  • 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

  • Utilize sales skills and techniques to best position CCH products in competitive situations

  • Develop and maintain close relationships with customers, prospects, peers and internal resources including: product management, product training, learning and enablement and marketing

  • Update and input all sales information and activities diligently in to contribute to accurate reports, forecasts, pipelines, market trend analyses, and business cases

  • Debrief sales presentations to glean and improve, presentation skills, strategy and knowledge for future presentations

  • Respond efficiently to general product information requests related to the pre-sales environment

  • Achieve specific team sales goals and metrics as defined by Sales and Solution Design Leadership

  • Develop, implement and adhere to an annual business plan

  • Participate in internal meetings, sales calls, industry conferences and trade shows as required

  • Partner with and build relationships with CCH customer accounts

  • Team with all levels of customer personnel and provide education on process improvement using CCH solutions

  • Assist in the preparation of responses for requests for proposals, pricing, and application information

Other Duties

Performs other duties as requested by Supervisor

Job Qualifications

Education: Bachelor’s degree in Finance, Accounting or related field

or 3+ years of work experience in an Accounting Department

Required Experience:

• High level of proficiency in Microsoft Office including Outlook and PowerPoint

• Strong written and verbal communication skills

• Strong presentation skills with various audiences, virtual and in-person

Preferred Experience:

• 1 or more years prior experience using Professional Tax and/or Audit Accounting Software Products

• 1 or more years of Public Accounting experience

• 1 or more years Software Product sales experience

• 1 or more years Software Product Pre-Sales experience

• 1 or more years hands on experience with CCH Software Products

Other Knowledge, Skills, Abilities or Certifications:

  • CPA designation

  • Experience using CRM solutions

  • Experience successfully leading customer training or delivering public speaking engagements

  • Exhibits passion, resiliency and critical thinking

  • Professional, organized, reliable, driven and results-oriented

  • Motivated self-starter who is detail-oriented and able to work independently

  • Excellent facilitation skills and ability to influence through interpersonal relationships

  • Must be enthusiastic, independent, self-motivated, goal-oriented, highly interactive

Travel requirements

Domestic overnight travel to customers and internal meetings may be required

Amount of travel varies greatly and is estimated between 10% - 25%

Physical Demands

• Ability to travel independently and overnight

• Ability to travel by air

• Ability to obtain a credit card

• Ability to work independently in a home office environment


Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.