hero

Opportunity is here

companies
Jobs

Director, Technology Sales Support - NA CPM Solution Consulting

UpToDate

UpToDate

Administration, IT, Sales & Business Development, Customer Service
New York, USA · Remote · Illinois, USA · Remote · Texas, USA · Remote · Remote · Massachusetts, USA · New Jersey, USA · Remote
USD 189,950-268,900 / year
Posted on Oct 9, 2025

Preferred candidate will be located in EST or CST.

CCH Tagetik (a part of Wolters Kluwer’s CP & ESG Division) is a leading Corporate Performance Management software vendor. In addition to providing a unified Performance Management Platform for Budgeting & Planning, Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions addressing regulatory reporting requirements for ESG, Tax, Insurance & Banking.

The North American team is seeking a Director of Solution Consulting, North America to lead a high-performing team of solution consultants focused on enterprise performance management (EPM) software. This role is pivotal in driving pre-sales excellence, aligning technical and business value, and supporting enterprise sales cycles across global markets.

Key Responsibilities

  • Team Leadership & Development
    • Lead, coach, and mentor a team of solution consultants.
    • Foster a culture of collaboration, innovation, and continuous learning.
    • Set performance goals and conduct regular evaluations.
  • Pre-Sales Strategy & Execution
    • Partner with sales leadership to develop and execute go-to-market strategies.
    • Oversee the delivery of compelling product demonstrations, RFP responses, and proof-of-concepts.
    • Ensure alignment of solution messaging with customer pain points and industry trends.
  • Customer Engagement
    • Act as a trusted advisor to C-level executives and finance leaders.
    • Translate complex financial reporting / EPM requirements into tailored software solutions.
    • Support strategic accounts and high-value opportunities with executive presence.
  • Cross-Functional Collaboration
    • Work closely with Product Management, Marketing, and Professional Services to ensure feedback loops and solution alignment.
    • Influence product roadmap based on market trends and customer needs.
  • Operational Excellence
    • Track and report on key performance metrics (win rates, demo quality, utilization).
    • Optimize pre-sales processes and tools to improve efficiency and scalability.


Skills:

  • Minimum 5+ years' experience with EPM solutions such as CCH Tagetik, OneStream, SAP BPC, Oracle HFM, Annaplan or Board. Or background in ERP solutions from SAP or Oracle.
  • Minimum 3+ years’ experience in Pre-Sales leadership
  • Complex Problem-solving: Exceptional troubleshooting and problem-solving skills.
  • Persuasive Communication: Advanced interpersonal and presentation abilities.
  • Data Analysis: Proficiency in analyzing and utilizing data.
  • Flexible for International travel.

What We Offer:

  • Competitive salary with performance-based bonuses.
  • Comprehensive benefits package.
  • Opportunities for career development and growth within a global organization.
  • Annual performance and salary reviews.
  • Collaborative and innovative work environment.
  • Access to cutting-edge technology and resources to help you succeed.
  • Community and teambuilding events like the global code games, network events and Wolters Kluwer value days.

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

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $189,950 - $268,900