Wolters Kluwer Solution Architect in Denver, Colorado

18-20138 Solutions Architect

Wolters Kluwer Tax & Accounting is looking for a Solutions Architect (Pre-Sales Engineer) to join our North American team from a flexible/remote location that is accessible for travel.

Wolters Kluwer Tax & Accounting North America (CCHGroup.com) is a leading provider of tax, accounting, audit, as well as end-to-end indirect tax software solutions and services to corporations in the United States. Part of Wolters Kluwer, a market-leading global information services company, 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.

The digital future has arrived and the tax and accounting field is changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to compliance expertise, agile systems and integrated workflow solutions. Our market-leading solutions address these evolving needs and include CCH® SureTax®, CCH® SureTax® Communications, CCH® SureTax® Energy and CCH® Sales Tax Office.

Wolters Kluwer Tax & Accounting is one of the world's leading providers of tax, accounting and audit information, solutions and services. We integrate deep local knowledge with leading workflow technology solutions to deliver insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to professionals, helping them advance their businesses by providing innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, tax attorneys and auditors to enhance their productivity and profitability. These market-leading solutions help them research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Our key customers include accounting firms, corporate tax and auditing departments, national and state government agencies, universities and libraries.

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.

  • 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 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 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.

  • 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


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, Sovos or Thomson Reuters)

  • High level of proficiency in 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 environment

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

ABOUT WOLTERS KLUWER 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.

EQUAL EMPLOYMENT OPPORTUNITY 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.

INFORMATION 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