Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Technology Sales Support Specialist - Audit

$71.3k - $124.5k

Wolters Kluwer Financial Services

Senior Technology Sales Support Specialist

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, contributes to team knowledge sharing.
  • Tools, Data, & Process Enablement: Learns to use internal tools (Salesforce, Teams, demo systems); documents processes.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know younot a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation: $71,300.00 - $124,500.00 USDThis role is eligible for Commission.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

Wolters Kluwer
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Technology Sales Support Specialist - Audit in Coppell, TX vacancy
  • $71.3k - $124.5k

     ...Senior Technology Sales Support Specialist 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... 
    Senior
    Work at office

    Wolters Kluwer

    Coppell, TX
    16 hours ago
  • $71.3k - $124.5k

     ...Senior Technology Sales Support Specialist - Technical Sales Consultant As a Senior Technology Sales Support Specialist - Technical Sales Consultant at Wolters Kluwer, you will work directly with strategic and enterprise customers to design, build, and scale sophisticated... 
    Senior
    Work experience placement
    Work at office

    Wolters Kluwer

    Coppell, TX
    4 days ago
  • ProSource Wholesale, a leading showroom supplier, seeks an Account Expeditor (Sales Support) in Coppell to help keep projects on track and support Account Managers. You’ll greet visitors, process payments, track orders, and maintain organized showrooms. The role emphasizes... 
    Suggested
    Weekday work

    ProSource Wholesale

    Coppell, TX
    2 days ago
  •  ...Sales Support Specialist - Enterprise Solutions Sales Account Associate support our customers through the platform offering seamless safety...  ...experiences. Provide consistent and actionable feedback to Senior Account Managers to drive continuous improvement.... 
    Suggested
    Temporary work

    Columbia Safety & Supply

    Coppell, TX
    1 day ago
  • Pulte Insurance Agency Inc. in Coppell, TX is seeking an Insurance Sales Assistant to support licensed sales and customer service staff with high-volume administrative tasks, policy issuance support, and data entry. This hybrid role helps ensure timely responses and accurate... 
    Suggested

    Pulte Insurance Agency Inc.

    Coppell, TX
    3 days ago
  • Pulte Insurance Agency, an independent agency within the PulteGroup family, is seeking an Insurance Sales Assistant in Coppell, TX. This hybrid role supports licensed sales staff with administrative tasks, policy issuance, and data entry to keep the process moving smoothly... 

    PulteGroup Inc.

    Coppell, TX
    3 days ago
  • Pulte Insurance Agency, part of PulteGroup, seeks an organized administrative professional to support licensed insurance sales and customer service teams in a fast-paced environment. Responsibilities include processing requests, policy issuance support, data entry, and... 

    PulteGroup

    Coppell, TX
    3 days ago
  • Coach is a global fashion house founded in New York, renowned for its luxury retail experience. The Sales Support Associate role focuses on welcoming clients with warmth, delivering personalized service, and ensuring a seamless checkout process at the cash wrap. You will... 

    Coach

    Grapevine, TX
    3 days ago
  •  ...Senior Customer Success Specialist We are looking for a Senior Customer...  .... This is a post-sale, customer-facing role...  ...proactively manage risk, and support revenue protection...  ...in a B2B, SaaS, technology, or solutions-based...  ...(knowledge of Audit, Tax, and CPA firms... 
    Senior
    Contract work
    Work at office
    Immediate start

    Wolters Kluwer

    Coppell, TX
    4 days ago
  • A Fortune 500 organization is seeking a Senior IT Auditor to evaluate technology-related risks and strengthen IT controls. This role requires strong expertise...  ...of COBIT and SOX compliance, as well as 2-5 years of audit experience. The position also mandates a Bachelor's... 
    Senior
    Immediate start

    SNI Financial

    Grapevine, TX
    3 days ago
  •  ...Management LLC is looking for a Field Operations Specialist based in Carrollton, Texas. The role...  .... The specialist will engage in remote sales activities while maintaining an emphasis on operational excellence and supporting team performance. The ideal candidate has... 
    Remote job

    Simply Auto Management LLC

    Carrollton, TX
    2 days ago
  •  ...am-5:00 pm, with overtime as needed. You will manage order entries, provide proactive order status updates to aid billing, and support sales/healthcare inquiries. The role requires a High School Diploma or equivalent, 2+ years relevant experience, and 1+ year ERP experience... 
    Hourly pay
    Full time
    Shift work
    Day shift

    Stryker

    Flower Mound, TX
    3 days ago
  • $72.5k - $154.5k

     ...C.H. Robinson is seeking Senior Sales Executives for our Global Forwarding business. You will...  ..., backed by people, processes, and technology that are second to none. At C.H. Robinson...  ...solutions that deliver value and support the customer's business strategy Sales... 
    Senior
    Hourly pay
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    Overseas
    Flexible hours
    3 days per week

    C.H. Robinson

    Grapevine, TX
    5 days ago
  • $40k - $67.55k

     ...Senior Inside Sales Representative (ISR) CCH Small Firm Services ***This is a hybrid role requiring...  ...to our clients through cutting-edge technology and unparalleled customer service....  ...with onboarding, implementation, and support teams to ensure a seamless customer experience... 
    Senior
    Work experience placement
    Work at office

    Wolters Kluwer

    Coppell, TX
    3 days ago
  • $90k - $120k

    Senior Corporate Accountant - $90K-$120K - plus bonus (Hybrid in Coppell) Summary Supports all aspects of corporate financial reporting, including...  ...processes Provide audit support and respond to external...  ...platform connects talent, technology, and organizations to... 
    Senior
    Worldwide

    Dexian

    Coppell, TX
    3 days ago
  • Direct message the job poster from Request Technology, LLC Senior Auditor, IT and Security Salary: Open...  ...4+ years of experience (audit-related) in conducting risk-based Information...  ...policies, procedures, standards, and supporting technologies, and educating staff accordingly... 
    Senior
    Full time
    Work at office
    Remote work

    Request Technology, LLC

    Coppell, TX
    3 days ago
  • $71.3k - $124.5k

     ...We are looking for a Senior Customer Success Specialist to join our Tax and...  ...with a strong focus on audit practices—achieve...  ...services. This is a post-sale, customer-facing...  ...manage risk, and support revenue protection and...  ...have: B2B, SaaS, technology, or solutions-based... 
    Senior
    Contract work
    Work at office
    Immediate start

    Wolters Kluwer

    Coppell, TX
    3 days ago
  •  ...Business Services, the premier provider of business technology products and services, is seeking to hire a Sales Representative to join our team in Grapevine, TX....  ...managers, trainers, analysts and other UBEO sales support personnel Perform other duties as assigned... 
    Local area
    Flexible hours

    UBEO, LLC

    Grapevine, TX
    3 days ago
  • $82.68k

     ...City of Coppell is seeking a Senior Accountant who is energized by...  ...accounting initiatives, supporting the City's month‑end and year...  ...Comprehensive Financial Report (ACFR), audit preparation, GASB...  ...tools, financial software, and technology to support accurate and efficient... 
    Senior
    Work at office
    Local area
    Monday to Friday

    Coppell,-City-of-

    Coppell, TX
    16 hours ago
  •  ...Business Analyst with strong technology and financial management background...  ...Analyst will report to the Senior Manager, Global Technology...  ...financial analysis to support strategic decision-making, including...  ...function Finance, Accounting/Auditing, and Information Technology... 
    Senior
    Full time

    Brinks

    Coppell, TX
    5 days ago
  •  ...Job Title: Technology Architect- Oracle MFCS (Oracle Merchandising Foundation Cloud Service...  ...RBAC, data encryption, secrets management, audit trails. Ensure data quality &...  ...operational playbooks, handover documentation, and support transition plans. #J-18808-Ljbffr... 
    Senior
    Long term contract

    iPolarity

    Irving, TX
    5 days ago
  •  ...Service Agent (Intro Call) delivers front-line support through inbound intro calls and non-call...  ...communication, product expertise, and sales support across multiple lines of business...  .../chat. Execute policy endorsements and audits accurately across carriers. Ensure compliance... 
    Senior
    Local area

    Dormont Manufacturing Company

    Westlake, TX
    2 days ago
  •  ...Automation Sales Specialist Req ID: 47606 Date: Jul 10, 2026 Location: Irving, TX,...  ...perspectives. Crawford Electric Supplywe offer a supportive culture and great benefits, and as...  ...knowledge of industrial automation technologies including PLCs, HMIs, VFDs, motion... 
    Full time
    Temporary work
    For contractors
    Work at office
    Local area

    Sonepar

    Irving, TX
    1 day ago
  •  ...Senior Accountant ViaPlus is a global mobility company in the...  ..., single-account back-office technology facilitate the high-volume transactions...  ...a "one account" feature that supports multimodal transportation...  ...with annual financial audit Assist the Controller with... 
    Senior
    Weekly pay
    Local area

    Viaplus By VINCI Highways

    Carrollton, TX
    3 days ago
  • $75k - $105k

     ...It's More Than A Job With a sales career at Kuehne+Nagel, you'll shape long-term business...  ...any of our major U.S. locations. As a Senior Sales Executive at Kuehne+Nagel, you will...  ...deliver reliable sales forecasts that support strategic decision-making. Represent... 
    Senior
    Full time
    Local area

    Kuehne+Nagel

    Flower Mound, TX
    1 day ago
  • Where knowledge meets purpose. When the technology works, nobody notices. That's the goal. DuraServ is looking for a technically sharp Help Desk Support Specialist who resolves escalated issues fast, documents everything clean, and keeps the Microsoft stack running without... 
    Temporary work
    Work at office
    Remote work

    DuraServ

    Coppell, TX
    3 days ago
  • $81.75k - $110.37k

     ...Senior Representative - Outside Sales As a Senior Representative - Outside Sales, you will be responsible for developing new prospects and interacting...  ...quotations directly or in conjunction with sales support team (leveraging internal sales support and cross-functional... 
    Senior
    Work at office
    Flexible hours
    Shift work
    Night shift

    WESCO International

    Lewisville, TX
    1 day ago
  • $78k - $156k

     ...Our portfolio of life-changing technologies spans the spectrum of...  ...in more than 160 countries. Senior Financial Analyst Working at...  ...The role is responsible for supporting key aspects of our cost and operational...  ..., consignment inventory, and audit procedures Prepare and review... 
    Senior
    Worldwide

    Abbott Laboratories company

    Irving, TX
    1 day ago
  • NewRez LLC in Coppell, TX is seeking a Senior Principal Business Analyst to lead discrete projects focused on creating efficiency within...  ...communication between stakeholders. NewRez offers a supportive environment that invests in your growth and wellbeing. #J-1880... 
    Senior

    NewRez LLC

    Coppell, TX
    3 days ago
  • $66.7k - $116.4k

     ...Senior Content Management Analyst Develop and oversee standard technology specifications, data structures and content for specific...  ...Responsible for development and support of publishing technologies,...  ...related to financial reporting and auditing. Primary responsibilities... 
    Senior
    Work at office

    Wolters Kluwer

    Coppell, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Technology Sales Support Specialist - Audit. Be the first to apply!