Collaborate with sales and senior solution architects to understand customer needs and help align product capabilities.
Embed with large technical and operational stakeholders to design integrations across CCH Axcess APIs including MCP-based data access patterns.
Own enterprise level technical discovery and serve as the primary technical authority in discussions with CTOs, CIOs, and IT leadership, translating complex requirements into viable solution designs.
Use agentic coding tools (Claude Code, GitHub Copilot, and equivalent) to rapidly prototype and demonstrate integrations in live customer environments. In these scenarios, speed of proof matters.
Build and demonstrate AI workflows using CCH's Expert AI philosophy.
Partner with Product Management to influence the product roadmap by translating customer feedback, market insights, and firm specific workflow gaps into actionable product requirements and prioritization inputs.
Serve as the technical layer in consulting-style engagements where billable technical advisory complements product revenue.
Confidently represent WK's AI strategy in executive and technical forums, translating vision into concrete architecture and implementation guidance.
Support responses to RFPs and basic product inquiries.
Maintain technical documentation and CRM (Salesforce) entries.
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.
Requirements
5+ years in a technical role with direct customer-facing accountability; pre-sales, implementation, or consulting background considered
Hands-on experience with AI-based implementations: LLM/RAG leverage, API design/leverage, agent workflows - with building experience, not purely research
Demonstrated proficiency in REST API integration, cloud data platforms (Azure preferred) and modern data pipeline patterns
Working knowledge of tax and accounting concepts to engage effectively with firm leadership and IT stakeholders; CPA preferred, or comparable experience in professional services or fintech demonstrating rapid domain learning capability.
Experience operating simultaneously across sales, product and engineering audiences
Education:
Bachelor's in computer science, engineering or related field or equivalent combination of education and work experience in software development.
Other Knowledge, Skills, Abilities or Certifications:
Enterprise Technical Discovery: Ability to lead complex, ambiguous technical discovery with senior IT, architecture, and security stakeholders, translating business objectives into technical solution paths.
HandsOn Engineering Mindset: Comfortable building, prototyping, and troubleshooting real integrations in live or near production environments to prove feasibility and accelerate decision-making.
System & Architecture Thinking: Strong understanding of distributed systems, integration patterns, data flows, identity/security models, and cloud‑native architectures.
Product & Market Awareness: Ability to contextualize customer feedback within broader market trends, competitive positioning, and platform strategy.
Executive Communication: Skilled at explaining complex technical concepts clearly to non‑technical and executive audiences, including CIOs, CTOs, and firm leadership.
Cross Functional Influence: Proven ability to operate effectively across Sales, Product Management, Engineering, and Consulting without formal authority.
Consultative Presence: Demonstrates a trusted‑advisor posture-asks the right questions, challenges assumptions, and guides customers toward scalable solutions.
Professional Services Awareness: Understanding of how technical advisory work complements product revenue and customer value realization.
Ownership Mentality: Takes end-to-end accountability for technical outcomes, follow through, and customer confidence.
Travel Requirements:
Ability to travel appr
Benefits
Vision insurance
Additional Information
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 integrations on the CCH Axcess platform. This role operates at the intersection of deep technical expertise, customer outcomes, and product evolution-owning complex, high impact engagements from technical discovery through solution delivery.
Acting as a trusted technical authority, you will embed with customer and internal teams to solve real world problems, accelerate time to value, and translate complex business and workflow requirements into scalable architectures, working solutions, and actionable product insights. This role blends hands-on engineering, solution design, and executive level customer engagement, serving as a critical bridge between customers, sales, product, and engineering.
Wk · Usa - Coppell, TX