Job Description:
This position is responsible for working in conjunction with other team members to improve sales resource utilization and develop the sales pipeline. This role will utilize inbound and/or outbound calls as well as email and social media to pursue sales. Develop account penetration strategies, and close business. Responsible for understanding Vertex product offerings and competitive issues. Additionally, this role will Identify new business opportunities by assisting the in the creation and implementation of campaigns.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Qualify or disqualify software sales leads.
- Manage inbound sales leads. Includes fielding calls, following up on web inquires, qualifying leads and setting up opportunities.
- Daily outbound calling to leads from partners.
- Assisting Prospects in executing the Vertex sales process
- Understand primary business issues of prospective organizations and how individuals and/or departments within the organization are impacted.
- Display a knowledge and understanding of Vertex’s products, services, vendor relationships and interfaces to a level that enables the rep to identify if Vertex has an offering for a given prospect.
- Outbound calling to VARS and potential Partners from Web Inquires
- Coordinate with partner reps to ensure communication and status of leads.
- Maintain accurate and current information regarding the status of each client contact and sales opportunity in Vertex’s CRM system (SFDC).
- Work with Sales and Marketing to develop follow-up programs for marketing campaigns, trade shows and various promotional activities as needed.
- Occasional travel required.
- Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
- N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Excellent communication and organizational skills required.
- Knowledge of Vertex products, taxation, hardware, and software terminology and/or SFDC knowledge a plus.
- Strong interpersonal, organizational, time management, negotiating, closing, decision making, presentation, oral and written communications skills.
- Strong phone skills, exceptional listening skills, and above average problem-solving skills.
- Experience leveraging social media tools to prospect for new business
- Strong ability to work with a team and an ability to learn and adapt quickly
- Ability to serve as a trusted advisor to clients.
- Ability to articulate the Vertex value proposition clearly and to listen actively to clients to identify and prioritize client needs
- Proficiency in Microsoft Office Packages.
- Ability to listen and understand information and communicate the same.
- Must possess good organizational skills.
- Must be results oriented, customer focused, and exhibit good interpersonal skills.
- English fluency required. May require fluency in language of local market(s).
- Proficiency in Microsoft office packages
- Sufficient knowledge of business communications, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.
EDUCATION AND TRAINING:
- Bachelor’s Degree, preferably in Business, Marketing, or a related field.
- Strong communication skills
- Prior exposure to sales function, preferably in a business-to-business environment
- Prior experience in a sales quota environment preferred
- Or equivalent combination of education and/or experience
Other Qualifications
The Winning Way behaviours 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.
What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 40 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
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace.