Job Description:
As part of the Global Go-to-Market (GTM) Operations team, this hands-on role delivers commercial analysis, reporting, and automation across the commercial organization.
Working alongside GTM Operations colleagues, business leaders, and technical specialists, the Analyst develops reliable insights and practical solutions that improve decision-making and reduce manual work. This role takes ownership of agreed initiatives while building on existing capabilities and supporting reuse across regions.
Essential Job Functions and Responsibilities
- Partner with commercial stakeholders and GTM Operations colleagues to understand business needs and deliver agreed analytics and automation initiatives.
- Build and maintain dashboards, reports, and analytical models supporting planning, pipeline management, forecasting, and commercial execution.
- Identify trends, risks, and opportunities, translating analysis into clear insights and recommendations.
- Develop workflow automations and AI-assisted solutions, working with technical specialists on complex requirements and integrations.
- Validate reporting and workflow outputs, document business logic, and support testing, adoption, and ongoing maintenance.
- Partner with Finance, Data & Analytics, IT, and regional operations to maintain consistent metric definitions and resolve data discrepancies.
- Share reusable solutions across regions, measure improvements in efficiency and business use, and manage assigned priorities independently.
Required Qualifications
- Minimum eight (8) years of experience in enterprise B2B software-as-a-service (SaaS) GTM Operations, Revenue Operations, or commercial analytics.
- Relevant experience in enterprise B2B software-as-a-service (SaaS) GTM Operations, Revenue Operations, or commercial analytics.
- Strong understanding of pipeline, forecasting, recurring revenue, and commercial processes.
- Hands-on business intelligence (BI) and data modeling skills, including experience building dashboards, analyzing data, and validating results.
- Practical experience using workflow automation and AI tools to improve business processes.
- A track record of delivering reliable analytical or automation solutions that achieve sustained business use.
- Ability to translate business questions into practical solutions, troubleshoot independently, and collaborate with technical specialists.
- Strong prioritization, problem-solving, and stakeholder communication skills.
- Bachelor’s degree or equivalent professional experience.
Preferred Qualifications
- Experience with Salesforce reporting and Power BI.
- Familiarity with SQL, Microsoft Fabric, Snowflake, APIs, Agentforce, or Copilot Studio.
- Experience delivering reusable capabilities across regions with globally distributed teams.
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.
Vertex Values: Together We Win
We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.
Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.
Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.
Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.
Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.
Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.
Pay Transparency Statement:
Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.
*In no case will your pay fall below applicable local minimum wage requirements.
Skills Required
- Minimum eight years of experience in enterprise B2B SaaS GTM Operations, Revenue Operations, or commercial analytics
- Experience in enterprise B2B SaaS GTM Operations, Revenue Operations, or commercial analytics
- Strong understanding of pipeline, forecasting, recurring revenue, and commercial processes
- Hands-on BI and data modeling skills, including dashboard development, data analysis, and result validation
- Practical experience using workflow automation and AI tools to improve business processes
- Track record of delivering reliable analytical or automation solutions with sustained business use
- Ability to translate business questions into practical solutions, troubleshoot independently, and collaborate with technical specialists
- Strong prioritization, problem-solving, and stakeholder communication skills
- Bachelor's degree or equivalent professional experience
- Experience with Salesforce reporting and Power BI
- Familiarity with SQL, Microsoft Fabric, Snowflake, APIs, Agentforce, or Copilot Studio
- Experience delivering reusable capabilities across regions with globally distributed teams
Vertex, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vertex, Inc. and has not been reviewed or approved by Vertex, Inc..
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Leave & Time Off Breadth — Flexible time off, including unlimited vacation for some roles, paid volunteer time, bereavement leave, sabbaticals, and observed holidays is emphasized. Occasional company shutdowns further expand time-away options.
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Parental & Family Support — Benefits span paid parental leave, adoption assistance, childcare support, fertility benefits, and structured return-to-work programs. Backup care and daycare tuition discounts reinforce family-focused support.
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Retirement Support — A 401(k) with employer matching and immediate vesting anchors long-term savings. Profit sharing and defined contribution programs complement financial security offerings.
Vertex, Inc. Insights
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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