Wolters Kluwer Solution Architect-Sales Engineer in Dallas, 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 the customer's critical business issues to deliver a strategically tailored product demonstration. A Solution Architect will be required to actively maintain, develop and expand their in-depth knowledge of CCH, Tax & Accounting products.

Responsibilities include:

  • Present tailored, knowledgeable, professional, and engaging product demonstrations to varied audiences and in multiple formats including: webinars, individual meetings and in-person meetings

  • Maintain requisite in-depth knowledge of the 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 our 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 Salesforce.com 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 in CCH's customer accounts

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

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

  • Strong presentation skills in various audiences, virtual or onsite

Preferred Experience:

  • Prior experience using Tax products

  • 1 to 3 years of Public Accounting experience

  • Working knowledge and use of professional accounting software tools

  • 1 to 3 years Software Product sales experience

  • 1 to 3 years in a Pre-Sales Software Product environment

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

  • CPA designation

  • Prior experience successfully leading training or public speaking engagements

  • Exhibits passion, resiliency, critical thinking and strategic orientation

  • Professional, reliable, driven and results-oriented

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

  • Must be well organized, successfully implement strategies and ability to manage multiple demands simultaneously and remain focused

  • Excellent facilitation skills and ability to influence through interpersonal relationships, drives for collaboration but not necessarily consensus

Domestic overnight travel to customers and internal meetings required- amount of travel varies greatly; estimated 10%-25% of work time

  • Ability to travel independently and overnight

  • Ability to travel by air

  • Ability to obtain a credit card

  • Ability to work independently in home office environment


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled