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.

Requirements

• 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.

Benefits

• Flexible vacation
• Two company-wide Mental Health Days off
• Access to the Headspace app
• Retirement savings
• Tuition reimbursement
• Employee incentive programs
• Resources for mental, physical, and financial wellbeing