Wolters Kluwer Solution Architect in Irving, Texas

18-20121 -- Solutions Architect - Technical Sales Support Specialist

Wolters Kluwer Tax & Accounting North America is looking for a Solutions Architect to join our Small Firm Professional team in our Las Colinas, TX office.

Wolters Kluwer Tax & Accounting North America (www.cchsfs.com) is a leading provider of tax and accounting software and research solutions to small professional firms throughout the United States and Puerto Rico. Tax & Accounting North America has served tax, accounting and business professionals since 1913. Based in Riverwoods, Ill., our key office locations include Atlanta, Dallas, Wichita, New York, Washington, D.C. and Torrance.

Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish workflow efficiency and tax compliance. These market-leading solutions include the CCH® ProSystem fx®, ATX™ and TaxWise® tax preparation solutions, the award-winning CCH iFirm practice management suite, the Client Accounting Suite and the CCH Trust US™ solution.

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 customers. 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.


  • 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

  • Assist with various account management duties including requests for licensing changes, pricing and billing questions, enhancement requests, and facilitate escalation of critical support matters

  • Support the sale of software and applications from proof of concept to pilot and implementation through the management of strategic projects

  • Work with our Strategic partners to present CCH products to their customers.


Education: Bachelor's degree in Finance or Accounting or related field; or 3+ years of work experience in an Accounting Department


  • Practical knowledge of Income Tax

  • High level of proficiency in Microsoft Office including Outlook

  • Strong written and verbal communication skills

  • Strong presentation skills in various audiences, virtual or onsite

Preferred Experience:

  • Prior experience using Direct 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:

  • 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%-20% 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 office environment

Apply to:



Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn, and YouTube.


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.


For any assistance with your application for this job opening, please call the HR Source at (888) 495-4772 or email HRSource@WoltersKluwer.com. TTY is also available at 888 (495) 4771.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled