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Wolters Kluwer Senior Technology Sales Support Specialist - Sales Engineer in Boston, Massachusetts

Requires in-depth conceptual and practical knowledge of theories and principles and applies general knowledge of business and industry practices within technology sales support. Working independently under minimal guidance, carries out a full range of professional duties and solves moderately complex problems. Exercises judgment based on the analysis of multiple sources of information. Provides technical knowledge, advice and support to sales representatives, resellers and customers during the sales process to resolve requests regarding product/service technical issues and to maximize the benefits derived from the organization's products and/or services. Exercises judgment based on the analysis of multiple sources of information. Leads team projects or project steps within a broader project or has accountability for ongoing activities or objectives. Uses advanced analytical, technical and problem solving skills to adapt policies and programs and develop models to support small projects or the team.

The Solution Architect (SA) is responsible for analyzing and evaluating the prospect’s critical business issues and designing a solution to meet those needs, incorporating some, or all of the following: indirect tax calculation engines, databases, POS systems, custom research, professional services, and indirect tax compliance systems. The SA needs the skills to analyze a problem and solve it, this will require in-depth knowledge of sales and use tax processes as well as an understanding of integration to ERP systems such as Microsoft Dynamics, SAP, NetSuite, and others. Additionally, the SA must have excellent communication skills, to be able to present the solutions and explain how all the pieces will work together in a logical fashion, that can be understood by the different audiences (IT/technical, tax, financial).

In collaboration with the sales representatives, the SA delivers strategically tailored product demonstrations, which will include customized scenarios that mirror the prospect’s environment or follow the prospect’s prescribed use case. A Solution Architect will be required to actively maintain, develop and expand their in-depth knowledge of Wolters Kluwer Indirect Tax products, ERP Systems and current sales tax processes. The SA will also be involved with supporting trials for our prospects/customers, tailoring Wolters Kluwer solutions to the prospect/customer workflow and helping our technical support team to research and solve issues.

Essential Duties and responsibilities

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

  • Maintain requisite in-depth knowledge of the core and ancillary products

  • Develop and expand knowledge of Wolters Kluwer and competitors’ products with a focus on clearly articulating and understanding the customer value gained from Wolters Kluwer solutions

  • Collaborate with Sales Representatives to gather and analyze Critical Business Issues (CBIs) to present solutions tailored to the prospects environment. Deliver knowledgeable product demonstrations that will often require research and testing of scenarios

  • Deliver a concise message which enables the prospect to envision using Wolters Kluwer solutions in their complex business

  • Identify opportunities to proactively introduce additional products when communicating with prospects to expand their use of Wolters Kluwer solutions

  • Utilize sales skills and techniques to best position our products in competitive situations

  • Be a subject matter expert to provide input to product management and development

  • 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 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 Wolters Kluwer customer accounts

  • Team with all levels of customer personnel and provide education on process improvement through the use of Wolters Kluwer 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 Wolters Kluwer products to their prospects/customers.

Other Duties

Often involved in special projects with other divisions

May be tasked with helping support certain customers with trial projects

Will work with technical support for issues that arise with customers

Work with marketing to develop and present our vision to both prospects and partners

Job Qualifications

Education: Bachelor’s degree in Finance or Accounting or related field; or 3+ years of work experience in sales tax


  • Strong Sales & Use Tax background with ERP integrated solution experience

  • Practical knowledge and use of Indirect Tax software tools (Vertex, Avalara, Thomson Reuters, or others)

  • Experience with Microsoft Dynamics, SAP, NetSuite and/or other ERP systems

  • Strong written and verbal communication skills

  • Strong presentation skills for varied audiences, virtual or onsite

Preferred Experience:

  • Prior experience using Sales and Use Tax products

  • 2 to 4 years of Public Accounting experience

  • 2 to 4 years of Indirect Tax experience

  • 2 to 4 years Software Product sales experience

  • 2 to 4 years in a Pre-Sales Software Product environments

Other Knowledge, Skills, Abilities or Certifications:

  • Microsoft Certified Professional for Dynamics, or equivalent SAP or NetSuite certification

  • Technical understanding and usage of Webservices REST (JSON, XML) and SOAP

  • Experience in functional concepts and enterprise architecture to conceptualize E2E (end to end) impacts to tax. Impacting processes in O2C (order to cash) and P2P (procure to pay), including inventory movement and omnichannel.

  • PROD support experience with escalation triage to PROD issues.

  • Technical aptitude to solution against major ERPs, custom billing systems, ecommerce sites, CRMs, etc.

  • Broad understanding of data warehousing and SQL reporting.

  • 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

Travel Requirements

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

Physical Demands

  • 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


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.