Wolters Kluwer

Content Marketing Manager

• Respond to internal queries posed by WK team members
• Maintain task status updates for team members
• Communicate directly with external government agencies
• Convey findings to team members via verbal and written correspondence
• Add new and updated license information to the BL Brain knowledgebase
• Conduct audits of knowledgebase to identify and remedy outdated or missing data
• Collaborate with Marketing on public facing web material as needed

Content Management Associate – Knowledge Specialist Team

Product Manager

• Manage the development, enhancement, and lifecycle of assigned CCH Axcess® Tax capabilities, ensuring compliance with tax regulations and alignment with firm workflows.
• Partner with one or more Scrum teams to apply Agile practices—participate in ceremonies (stand-ups, sprint planning, reviews, retrospectives) and support quarterly planning to keep delivery aligned with product goals.
• Collaborate on user experience improvements, working with UX and engineering to deliver intuitive, efficient solutions for tax professionals.
• Coordinate with cross-functional stakeholders—including engineering, marketing, sales, and support—to ensure smooth execution of product initiatives.
• Translate strategic objectives into actionable plans, maintaining a roadmap that supports the overall vision for the CCH Axcess platform.
• Implement customer feedback loops and Voice of Customer (VOC) activities, using insights to refine workflows and compliance features.
• Advocate for customer needs through direct engagement with tax professionals and participation in relevant forums.
• Monitor product performance and adoption metrics, and track regulatory changes to proactively recommend improvements.
• Prepare and deliver clear updates to internal stakeholders on roadmap progress, priorities, and compliance impacts.

Senior Technology Product Manager

• Develop and execute commercially driven go-to-market strategies for the Global Audit portfolio
• Cultivates deep customer intimacy by engaging directly with key accounts
• Define pricing, packaging, and monetization strategies informed by customer insights
• Partner with cross-functional teams to monitor product usage and performance metrics
• Lead commercialization of AI-enabled features and workflows
• Manage the P&L to meet/exceed all financial commitments
• Own the portfolio strategy and lifecycle, prioritizing investments based on market opportunities
• Build, lead and mentor a high-performing team of product managers

VP, Product Management – Audit

• Prepare, review and reconcile data downloads to general ledger
• Timely and accurately prepare transactional (sales/use) tax returns for multiple legal entities
• Monthly general ledger account reconciliations of sales and use tax accounts
• With guidance, respond to inquiries and requests from various state agencies
• With guidance, provide supporting documentation for transactional tax audits
• Assist in the record retention for exemption certificates
• Conduct preliminary tax research and taxation forms using online tax tools
• Support business units on transactional tax issues in-order to remain compliant with tax law while collaborating on business unit processes
• Participate in multiple business projects to identify and implement process improvements and process streamlining with respect to sales/use tax (i.e. system implementations, internal controls audits, etc.)
• Review and calculate use tax monthly reporting for multiple legal entities

Tax Analyst – Indirect Tax

Business Analyst

• Develop and maintain subject matter expertise in the auditing and financial reporting practice areas
• Monitor, analyze, and generate content relevant to auditing and financial reporting issues
• Develop written analytic content, as well as summaries, explanations, interpretations, news articles, and white papers for the product line and market segment
• Assist in the enhancement of existing content and development of new content within the practice area
• Collaborate with and observe external industry experts to affect content updates and enhancements
• Identify and analyze relevant new and significant developments
• Research and respond to customer inquiries in a thorough and timely manner
• Review work product of self and others to ensure quality meets product and performance expectations
• Prepare analytical content components for new products
• Conduct competitive analysis to gather intelligence on product offers of other companies
• Assist in the development and execution of marketing initiatives
• Develop professional and positive relationships with customers and colleagues
• Represent Wolters Kluwer by developing and maintaining comprehensive knowledge of products, industry trends, and general business acumen through various sources and activities
• Maintain a reputation of competence, integrity, and professionalism

Senior Content Management Analyst – CPA/Audit/Financial Reporting

Events

• Leads the strategy, planning, and execution of high-impact internal and external events
• Operates independently to deliver end-to-end event experiences aligned to business objectives
• Acts as a strategic partner to cross-functional stakeholders across Marketing, Sales, Product, and Leadership
• Owns the full event lifecycle, including budgeting, vendor and contract management, logistics, and onsite execution
• Manages multiple complex programs simultaneously in a fast-paced, high-performance environment
• Leverages data, analytics, and stakeholder insights to continuously optimize performance
• Contributes to process improvement and mentors junior team members to elevate team capability
• Regular travel required (approximately 50%)

Trade Show and Event Planning Manager

• Interpret tax rules and translate them into implementable logic for planning calculations, rates, thresholds, phaseouts, and lookup-table driven behavior
• Identify edge cases and scenarios that must be supported to meet practitioner expectations and compliance needs
• Provide authoritative guidance on rule interpretation in complex or ambiguous scenarios
• Maintain awareness of tax law and administrative guidance changes that impact planning content and tooling
• Translate practitioner knowledge into clear functional guidance for product, engineering, and QA teams
• Partner with product and engineering to define and refine workflows for next-generation content maintenance and validate calculation logic and outcomes against real world tax scenarios
• Author clear functional requirements, user stories, and acceptance criteria that are testable and aligned to practitioner outcomes
• Validate calculations, roll-forwards and reporting outputs to ensure accuracy and compliance
• Assist QA teams by reviewing test cases and identifying coverage gaps
• Create, review, and execute test plans (including UAT) to validate accuracy, consistency, and regression stability across releases

Content Management Analyst – Tax Analyst SME

• Tax domain & content expertise
• Interpret tax rules and translate them into implementable logic for planning calculations, rates, thresholds, phaseouts, and lookup-table driven behavior.
• Identify edge cases and scenarios that must be supported to meet practitioner expectations and compliance needs.
• Provide authoritative guidance on rule interpretation in complex or ambiguous scenarios.
• Maintain awareness of tax law and administrative guidance changes that impact planning content and tooling.
• Translate practitioner knowledge into clear functional guidance for product, engineering and QA teams.
• Partner with product and engineering to define and refine workflows for next-generation content maintenance and validate calculation logic and outcomes against real world tax scenarios.
• Surface adoption risks early and propose mitigations.
• Provide hands-on feedback from use cases to improve usability, trust, and efficiency of the tooling.
• Author clear functional requirements, user stories, and acceptance criteria that are testable and aligned to practitioner outcomes.
• Validate calculations, roll-forwards and reporting outputs to ensure accuracy and compliance.
• Assist QA teams by reviewing test cases and identifying coverage gaps.
• Serve as domain escalation point for defects discovered during testing.
• Create, review, and execute test plans (including UAT) to validate accuracy, consistency, and regression stability across releases.
• Investigate and triage defects; collaborate with QA and engineering to identify root cause and confirm fixes.
• Represent the voice of the tax practitioner and ensure alignment with real-world workflows.
• Serve as the day-to-day tax compliance representative in cross-functional discussions, balancing speed of delivery with quality and risk management.
• Communicate complex tax and workflow concepts clearly to technical and nontechnical audiences, document decisions and rationale.
• Support demos, enablement sessions, and quick-reference guidance to accelerate adoption across the analyst community.

Content Management Analyst – Tax SME

Business Operations

• Drive the strategy, definition and design of complex new or upgraded platforms, processes or projects
• Leads others in designing initiatives, identifying tools/technology and/or re-engineering processes to improve customer service, productivity, quality and efficiency within the business
• Serve as an advisor to senior management, develop and maintain relationships with business owners, technical resources and internal teams
• Act as the ‘Voice of the Field’ for process re-engineering and technology initiatives
• Leads the continuous evolution of platform, process and project strategy to grow revenue, improve operational efficiency, and satisfy business mandates.
• Support stakeholders in Sales, Service, Fulfillment, Product Management, Finance/Accounting and technology in the creation of investment cases and project initiation documents
• Partner with business owners to analyze and fully understand project goals and objectives
• Translate approved investment cases and strategic objectives into business requirements briefs and system/functional requirements.
• Create use case documentation, process flows, paper prototypes/wireframes
• Determine the impact of new functionality to existing processes and functionality
• Ensure the final solution efficiently and effectively meets stakeholder needs through monitoring and trend analysis
• Drive the development of new or upgraded customer-facing or internal platforms, processes or projects
• Act as the point person for clarification of specifications and requirements throughout development
• Provide business leadership (e.g., make business decisions; liaise with business owners) throughout development.
• Collaborate with internal stakeholders and experts to generate optimal implementation solutions and validate the implementation approach.
• Review and sign off on all project documentation
• Provide on-going/ad-hoc support for all internal teams throughout development
• Manage project team priorities; monitor project progress, ensuring progress continuously complies with defined charter, strategy, timelines, budgets and scope
• Identify and mitigate risks and issues that may delay release or increase costs
• Escalate or engaging additional resources to resolve issues in a timely manner
• Keep project stakeholders informed of project progress and issues
• Assume final accountability for the success of each improvement initiative.
• Facilitate a smooth transition of a quality project/upgrade to a production environment
• Review and approve QA test approach, test cases and test results documents.
• Create and execute user acceptance testing materials/plans for internal users.
• Support the preparation and execution of user acceptance tests and/or beta tests for external customers.
• Perform production migration shakeout.
• Document project release notes to accompany the release.
• Facilitate the transition of knowledge to the functional and supporting teams within the organization
• Monitor the release for acceptable performance and providing ongoing support and maintenance during the post-deployment phase.
• Participate in training initiatives to educate internal teams and end users
• Support internal teams to effectively utilize existing tools to perform daily activities.

Senior Business Analysis Manager – Business Process Consultant

• Define and drive product and platform architecture for Tax services
• Lead decisions on patterns, integration contracts, data models, resiliency, and observability
• Review and guide .NET application code and solution designs
• Partner with teams on upgrade roadmaps and dependency hygiene
• Own high risk technical spikes and POCs
• Provide clear decision records and architectural documentation
• Lead migration/modernization efforts
• Collaborate with Platform Engineering to onboard domains to Confluent Cloud
• Ensure threat modeling and Security Review artifacts are produced and signed off
• Translate complex design tradeoffs into concise executive communication

Lead Application & Product Architect, Tax

Manager

• Independently lead comprehensive client assessments and analysis.
• Develop detailed project plans and manage cross-functional project execution.
• Design and implement advanced business performance improvement programs.
• Provide in-depth industry-specific advice to client organizations.
• Conduct strategic review sessions with client leadership.
• Oversee the development and implementation of client solutions.
• Ensure the successful rollout of business reengineering initiatives.
• Analyze and provide solutions to client-specific regulatory challenges.
• Mentor junior team members and support their professional growth.
• Actively contribute to thought leadership and knowledge sharing within the firm.

Specialized Consulting Manager

Strategy

• Lead and coordinate cross-functional strategic initiatives at Business Unit level
• Define governance structures, timelines, and milestones to ensure effective execution
• Prepare executive reporting and support senior leadership in decision-making processes
• Act as project lead for BI and analytics initiatives
• Partner with Data/BI teams to translate business needs into actionable use cases
• Facilitate prioritization and roadmap alignment across stakeholders
• Monitor adoption and business impact of implemented solutions
• Act as BU focal point for initiatives aimed at enhancing sales performance and operational effectiveness, partnering with Central Teams
• Coordinate alignment and harmonization of sales incentive and performance management frameworks
• Support the design and execution of change and transformation initiatives across functions
• Ensure stakeholder alignment and smooth implementation of strategic programs

Strategy Manager

Technical Product Manager

• Define and drive a comprehensive growth strategy for UpToDate Expert AI, spanning awareness, acquisition, activation, and early engagement.
• Own growth OKRs across the end-to-end funnel, identifying the highest-impact levers to increase adoption.
• Identify and develop new pathways to reach clinicians.
• Improve how clinicians discover, access, and begin using AI-enabled products across channels (web, mobile, enterprise, EHR).
• Partner across marketing, sales, and customer success to streamline acquisition flows and reduce friction from first touch through activation.
• Shape onboarding and early user experiences to ensure rapid time-to-value and strong initial engagement.
• Use targeted experimentation to refine key moments in the user journey, focusing on measurable improvements in conversion and activation.
• Lead initiatives that span multiple teams and functions, bringing together cross-functional teams to achieve shared growth goals.
• Step beyond traditional product boundaries when needed to unblock growth opportunities and drive outcomes.
• Align stakeholders around clear priorities, tradeoffs, and success metrics.
• Support go-to-market efforts, including messaging, positioning, and launch strategy for new AI capabilities.
• Define and evolve measurement frameworks across the funnel, including awareness, acquisition, activation, and early retention.
• Ensure strong instrumentation and visibility into user behavior across channels and products.
• Use experimentation, cohort analysis, and user insights to inform decisions and prioritize initiatives.
• Monitor growth performance and communicate insights, risks, and opportunities to senior leadership.
• Continuously refine strategies based on data, experimentation, and market feedback.
• Develop a deep understanding of clinician behavior, motivations, and barriers to adopting AI-enabled tools.
• Identify unmet needs and opportunities to better connect users with relevant product value.

Lead Technical Product Manager – Healthcare Technology

Account Executive

• Manage high-profile strategic accounts
• Drive significant revenue growth
• Build and sustain long-term relationships with high-profile clients
• Identify and secure new business opportunities with major accounts
• Develop comprehensive proposals and strategic sales plans
• Oversee coordination between clients and internal teams
• Monitor and address client satisfaction and service improvements
• Analyze complex client data to inform sales strategies
• Lead strategic discussions in sales meetings
• Resolve high-level client issues with minimal supervision
• Strategize and drive lead generation and marketing campaigns
• Negotiate product/service terms with broad discretion

Senior Major & Strategic Account Executive

Customer Support

• Manage a customer service team, ensuring adherence to service standards
• Develop and implement strategic initiatives to improve service delivery
• Oversee day-to-day team operations, resolving escalated issues as needed
• Monitor team performance and establish clear performance goals
• Conduct performance reviews and provide ongoing coaching and feedback
• Facilitate training and development programs for team members
• Optimize workflows to improve team efficiency and productivity
• Collaborate cross-functionally to streamline processes and improve outcomes
• Analyze customer feedback and drive continuous improvement initiatives
• Prepare and present performance and operational reporting