Solution Consultant, Checkpoint and CoCounsel Tax
We are seeking a dynamic and highly motivated Solution Consultant to drive the adoption and success of our Checkpoint and CoCounsel Tax solutions. This role is pivotal in demonstrating the value of our products to clients, guiding them through the sales process, and fostering strong, lasting relationships.
About the Role
In this opportunity as Solutions Consultant, you will:
As a Solutions Consultant specializing in Checkpoint and CoCounsel Tax, you will serve as a trusted technical advisor throughout the sales cycle. You will partner with sales, product, go-to-market, and customer success teams to deliver tailored demonstrations, uncover customer requirements, and articulate the value of our Thomson Reuters Global Trade solutions. This role is ideal for a strategic thinker with deep domain expertise and a passion for solving complex trade and compliance challenges.
Responsibilities
* Collaborate with sales teams to understand client needs and present tailored solutions for Checkpoint and CoCounsel Tax.
* Conduct compelling product demonstrations and presentations, effectively articulating the product proposition and delivering value to prospective and existing clients.
* Utilize strong communication and professional presentation skills to engage with stakeholders at all levels.
* Guide clients through the sales process, actively participating in deal closing and ensuring a smooth transition.
* Support RFP responses
* Identify and understand client business processes to effectively position our solutions and address their pain points.
* Leverage sales technology and web-based technology to enhance sales efficiency and client engagement.
* Proactively identify and resolve client problems, acting as a solution-oriented expert.
* Build and nurture strong, trusted relationships with clients, fostering long-term partnerships.
* Contribute to marketing efforts by providing product insights and client feedback.
* Contribute presales assets by building and maintaining recorded demonstrations in our Consensus platform
* Actively seek out and embrace new challenges to continuously improve product knowledge and sales effectiveness.
About You
You're a fit for the role of Solutions Consultant if your background includes:
* Proven experience in a Solution Consultant, Sales Engineer, or similar client-facing role.
* Experience with Checkpoint Tax Research platforms
* Strong understanding of tax and accounting principles, with experience utilizing tax research and/or AI-powered legal research platforms (e.g., Checkpoint, CoCounsel Tax) highly desirable.
* Exceptional communication, presentation, and interpersonal skills, with the ability to articulate complex concepts clearly and persuasively.
* Demonstrated ability to deliver value and drive deal closing.
* Proficiency in understanding and analyzing client business processes and Corporate Tax functions.
* A solution-oriented mindset with excellent problem resolution skills.
* Experience with CRM software and other sales technology tools.
* Familiarity with web-based technologies and their application in business solutions.
* Strong relationship building and stakeholder management capabilities.
* A proactive and adaptable individual who thrives on new challenges.
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What's in it For You?
Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
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