Job Description:
The Global Reference Program Manager (RPM) owns and has accountability for Vertex’s Customer Reference Program which is integral in helping drive sales across our industries and regions. An essential component of this role is ensuring customer references are provided in a timely manner during the sales cycle.
The RPM role combines the competencies of customer interactions, marketing, business analysis, field sales relationship building and project management with the focus on external relationships with our clients and a partnership with internal stakeholders at Vertex.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
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Owns the Global Reference Program for Vertex and reports into Sr. Director Inside Sales.
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With guidance from leader, defines customer reference program metrics/goals/benchmarks and tracks/report progress against them.
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The Reference Program falls under the Customer Advocacy Program umbrella.
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Creates, grows, and manages a healthy community of reference customers in a way that respects our customers’ time and effort while maximizing the positive impact of their engagement to them, their organization, and Vertex.
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Through this supports Vertex initiatives such as providing clients for webcasts, case studies, Exchange panels + presenters, SKO Customer panels, etc.
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Monitors lifecycle of Vertex’s customer base to identify and recruit referenceable customers. Works cross-functionally between Sales, Customer Success, Product, Services and Marketing teams to identify, develop, and engage reference customers.
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Maintains updated contacts, notes and activities in SF and the Reference Software Tool.
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Works with the owner of Vertex Customer Advisory Board and the Regional User groups to leverage events and relationships to drive success across the programs.
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Partners with Account Execs to co-own Customer Appreciation events that drive new references and sales opportunities.
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Co-owner of the Customer Advocacy Booth at Exchange responsible for achieving the defined goals and objectives
SUPERVISORY RESPONSIBILITIES: N/A
KNOWLEDGE, SKILLS AND ABILITIES:
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A hands-on-mentality and excellent people skills, capable of inspiring people with your drive, energy, and enthusiasm.
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Maintain a level of teamwork by incorporating a positive attitude, being supportive in words and actions, embodies the “Winning Way” philosophy.
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Organized and focused on goals.
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Salesforce Experience preferred.
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Strong English language skills required (speaking and writing); additional language(s) a plus.
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The ability to build strong global and cross-departmental relationship to accomplish tasks and achieve goals.
EDUCATION AND TRAINING:
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4+ Years’ experience in a Sales
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4+ years leading / managing a Customer Reference Program
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Global experience / understanding of global dynamics.
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Preferred bachelor’s degree or higher in business, accounting, finance, marketing, or information technology.
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
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What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 45 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply, and grow with confidence.
Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil.
Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.
We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Innovative, agile, and growth-minded professionals thrive at Vertex. Our remote-first culture offers flexibility and connection, while our focus on indirect tax technology and global expansion creates real impact. With leadership development and a strong emphasis on well-being, careers flourish here.
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