Senior Technology Sales Support Specialist - Audit

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.

Requirements

• 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.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave