Basic Function
Wolters Kluwer Tax & Accounting (TAA) is expanding the CCH Axcess™ Marketplace and Open Integration API ecosystem to help firms build connected workflows and adopt high-quality partner solutions. We seek an individual contributor to run the day-to-day operations of our marketplace - vendor intake, listing QA, policy & risk management, invoice support, and insight dashboards and to streamline these processes through automation where possible. This role translates Alliances strategy into repeatable operations that improve partner time-to-market, listing quality, compliance, and adoption of CCH Axcess™ aligned solutions, in close collaboration with Product, Engineering, Legal/Compliance, Finance/RevOps, Marketing/Corporate Communications, Support/PCS, and field teams.
Essential Duties and responsibilities
Run the end-to-end intake and publishing workflow: manage vendor application, due diligence, technical validation, listing QA, and go-live with defined SLAs and clear partner communications.
Operate listing governance under a curated model: maintain a clearly defined ‘core’ (what WK must own) and enforce content/asset standards, categories, and listing options in line with best-practice guidelines.
Segmented partner enablement & value proposition: strengthen the value proposition and onboarding for non-integration partners and consulting partners; tailor processes by firm size (simplicity for small firms; deeper data/complexity for larger firms); create enablement packs (training/certification/GTM co-assets) and track activation/adoption.
Cross-ecosystem interoperability assessment: evaluate opportunities to interoperate with adjacent ecosystems where it expands reach or reduces friction; document criteria, technical patterns, and risk controls while preserving curation.
Risk & compliance operations: lead policy enforcement audits, handle violations (data handling, brand, content), coordinate with Legal/Security for remediation, and maintain a ‘trust & quality’ rubric and audit logs.
Invoice support & financial ops: support invoice accuracy and dispute resolution for marketplace listings/fees; partner with Finance/RevOps to monitor trends and prevent repeat errors.
API ecosystem quality & governance: validate partner integrations against Open Integration governance requirements (authentication, versioning, error mapping, documentation); liaise with Engineering/Product for technical reviews and developer-experience improvements.
Partner-to-Build / Partner-to-Buy signal operations: instrument dashboards and a regular cadence with Strategy/Corp Dev and Product to surface opportunities where partners indicate a build or buy path; coordinate structured handoffs and playbooks.
Indirect monetization insights: define and report on indirect impact (e.g., influence on win rates, adoption, retention/LTV, or cycle-time acceleration) through BI dashboards; translate insights into partner tiering and process changes.
Automation & SOPs: identify repetitive tasks and automate using Microsoft Power Automate (e.g., intake triage, QA checklists, approvals routing, policy sign-offs, invoice alerts) while maintaining required controls and audit trails.
Vendor promotion & spotlight governance with Corporate Communications: create and run a governed process to promote/spotlight marketplace vendors across WK corporate channels (website/Marketplace pages, social, newsletters, webinars, events); establish eligibility workflows, brand/compliance checks, editorial calendars, asset QA, and performance tracking; ensure consistency between Marketplace listings and external communications.
Deliver analytics & executive readouts: own BI dashboards and monthly/quarterly readouts to the Director of Strategic Alliances, summarizing operational performance, risks, and recommended improvements.
Marketing support: Work with Marketing to support a limited number of co-branded marketing related efforts on behalf of Marketplace vendor-partners, including but not limited to LinkedIn posts, bulletin updates, webinars. i.e., base-line contractual marketing deliverables.
Other Duties
Performs other duties as assigned by supervisor.
Job Qualifications
Education: Bachelor’s degree or equivalent.
Experience:
7+ years in B2B SaaS operations focused on marketplace operations, partner onboarding, product operations, API program implementation / governance / enhancement / support, trust & safety, or governance.
Practical experience designing automation with Microsoft Power Automate (e.g., intake triage, QA checklists, approvals, alerts).
Experience in developing clear, structured written communication for SOPs, policy rubrics, QA feedback, partner guidance, and executive summaries.
Preferred:
Hands-on exposure to developer portals and API governance (REST fundamentals, authentication, versioning, error handling, documentation).
Experience creating and enforcing policy/content standards for marketplace listings and coordinating compliance reviews.
Prior involvement in invoice/disbursement support for marketplaces or partner programs; understanding of fee structures and adjustments.
Domain familiarity with U.S. tax & accounting ecosystem; e.g., CCH Axcess™ or comparable platform systems.
Other Knowledge, Skills, Abilities or Certifications:
Proven ability to run cross-functional workflows (Product, Engineering, Legal/Security, Finance/RevOps, Marketing/Corporate Communications, Sales/CSM) with SLAs and measurable outcomes.
Familiarity with commercial marketplace norms (offer/listing standards, validation, private-offer/co-sell motions).
Strong analytical skills; hands-on experience building dashboards monitoring QA outcomes, adoption, and invoice performance.
Proficiency in Microsoft Power Automate (or similar) to streamline workflow approvals, notifications, and data synchronization.
Working knowledge of API concepts (endpoints, authentication, error handling, pagination, versioning) and developer-experience principles; ability to review partner documentation for clarity and completeness.
Ability to build and operate BI dashboards (e.g., Power BI/Excel) for intake funnels, QA outcomes, adoption metrics, and invoice performance; disciplined approach to data hygiene and audit trails.
Familiarity with marketplace listing portals/processes (offer types, validation steps, content requirements) is a plus.
Facilitative, cross-functional collaborator able to align Product, Engineering, Legal/Security, Finance/RevOps, and Marketing/Corporate Communications quickly to decision and action.
Developer and partner empathy; consistent, actionable feedback during technical and content reviews; disciplined, even-handed policy enforcement.
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
$107,500.00 - $188,400.00 USDThis role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.