Senior Technology Sales Support Specialist (Fintech)

TL;DR

Senior Technology Sales Support Specialist (Fintech): Designing, building, and scaling sophisticated integrations on the CCH Axcess platform with an accent on technical expertise, customer outcomes, and product evolution. Focus on hands-on engineering, solution design, and executive level customer engagement, serving as a critical bridge between customers, sales, product, and engineering.

Location: Hybrid (8 days/month) USA - Coppell, TX

Salary: $71,300.00 - $124,500.00 USD

Company

hirify.global offers information, software, and services for professionals in the health, tax and accounting, governance, risk & compliance, and legal & regulatory sectors.

What you will do

• Collaborate with sales and senior solution architects to understand customer needs and help align product capabilities.
• Embed with large technical and operational stakeholders to design integrations across CCH Axcess APIs including MCP-based data access patterns.
• Own enterprise level technical discovery and serve as the primary technical authority in discussions with CTOs, CIOs, and IT leadership, translating complex requirements into viable solution designs.
• Build and demonstrate AI workflows using CCH’s Expert AI philosophy.
• Partner with Product Management to influence the product roadmap by translating customer feedback, market insights, and firm specific workflow gaps into actionable product requirements and prioritization inputs.
• Confidently represent WK’s AI strategy in executive and technical forums, translating vision into concrete architecture and implementation guidance.

Requirements

• 5+ years in a technical role with direct customer-facing accountability; pre-sales, implementation, or consulting background considered
• Hands-on experience with AI-based implementations: LLM/RAG leverage, API design/leverage, agent workflows – with building experience, not purely research
• Demonstrated proficiency in REST API integration, cloud data platforms (Azure preferred) and modern data pipeline patterns
• Working knowledge of tax and accounting concepts to engage effectively with firm leadership and IT stakeholders; CPA preferred, or comparable experience in professional services or fintech demonstrating rapid domain learning capability.
• Experience operating simultaneously across sales, product and engineering audiences
• Ability to travel approximately 25%-40% to engage directly with enterprise customers for complex implementations, architectural discussions, and executive-level technical engagements.

Culture & Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time, and Paid Parental Leave