Senior Technology Sales Support Specialist, Pre-Sales, Financial Analysis/CPM Solutions

Within Wolters Kluwer's CP & ESG division, we offer comprehensive tools and expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently. The CCH Tagetik Corporate Performance Management (CPM) expert solutions connect finance and operational teams in a comprehensive platform built to automate all performance needs.

As the Senior Technology Sales Support Specialist, Pre-Sales CPM Solutions, you will join a dynamic sales team, and you will play a critical role in driving revenue growth by showcasing the value of our Corporate Performance Management (CPM) solutions to prospective customers. Being successful in pre-sales will require knowledge of financial processes, direct client communications, and product demonstrations. You will work closely with our sales team to understand customer needs, demonstrate the value of our software, and evangelize the CCH Tagetik solution in North America. This position is ideal for a recent college graduate with a finance or accounting degree.

In this role you will report to the Director, Pre-Sales, NA, and work from your remote home office within the Raleigh, NC market.

Primary Duties and Responsibilities:

• Product Demonstrations:

  • Prepare and deliver compelling product demonstrations that address the unique needs of each prospect, highlighting key functionalities such as financial consolidation, planning, budgeting, forecasting, and reporting.

  • Work closely with account executives to understand customer pain points and present tailored solutions to meet their needs.

  • Participate in discovery sessions to uncover business challenges and gather requirements that will drive product positioning.

• Solution Design & Proof of Concepts (POC):

  • Assist in designing and delivering proof-of-concepts (POC) to validate the solution fit for prospective customers.

  • Work with internal teams to configure environments, including setting up demo data, reports, and dashboards to reflect customer-specific scenarios.

• Customer Engagement:

  • Act as a trusted resource for prospects by answering questions about the software, addressing concerns, and helping them envision the value the solution can bring to their organization.

  • Participate in technical discussions with finance, FP&A, and IT stakeholders, ensuring their functional and technical needs are addressed.

• RFP & RFI Responses:

  • Support the presales team by contributing to RFP/RFI responses, ensuring the technical and functional aspects of our CPM solution align with customer requirements.

  • Collaborate with internal product and technical teams to provide accurate and thorough responses to client inquiries.

• Collaboration with Sales & Marketing:

  • Partner with account executives and marketing teams to align on presales strategies that increase the likelihood of closing deals.

  • Provide feedback to marketing and product teams based on prospect interactions to enhance product messaging and development.

• Product Knowledge & Development:

  • Stay current on the latest product features and updates, as well as industry trends in CPM and financial performance management.

  • Continuously develop your technical and financial acumen through training, product updates, and certifications.

Qualifications:

Education:

• Bachelor's degree in finance or related field. An advanced degree preferred.

Experience:

• Minimum of one+ years of industry experience.

• Experience working with industry leading tools such as Anaplan, Onestream software, SAP BCP/GR/SAC and Oracle EPM is highly preferred.

• Prior Experience in a customer-facing role such as consultant, technical solutions engineer, or solutions architect with leading CPM tools.

• Proven ability in performing rapid assessments of customers’ landscape and targeting use cases and deployment targets for Cloud technology. Ability to provide guidance in the evaluation of CCH Tagetik’s solutions.

• Solid presentation and public speaking skills.

• Have the ability to support technical discussions and identify the right solution for our customer’s needs.

• Versed and experienced with business analysis and financial modeling.

• Strong financial acumen with experience interacting with financial professions within the office of CFO.

Knowledge, Skills & Abilities:

• Excellent communication skills

• Strong presentation skills

• Strong knowledge of Microsoft Office for Excel, Word, PPT and ideally PowerBI.

• Professional

• Results-driven; Competitive

• Detail-oriented

• Able to multi-task

• Flexible and adaptable

• Works well in team environment

• Travel requirement of up to 40%.

• #LI-Remote

Benefits:

A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html 

Diversity Matters

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.