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Job Description:
We are seeking a Manager, Strategy to help shape Vertex’s corporate and business strategy. You will be part of the Chief Strategy Office (CSO).
As a member of the CSO, you will have the ability to work on impactful and complex projects with high visibility. Example projects include customer segmentation, new market evaluations, pricing and business model development, and growth opportunity exploration, among others. Projects will entail collaboration with executives, cross-functional business partners, and external stakeholders.
Roles and Responsibilities
Break down complex problems and structure and scope related projects.
Conduct primary and secondary research and perform rigorous data analysis.
Create strategic frameworks and financial models (on par with leading consulting firms).
Develop presentations to clearly communicate problem space, analysis, and insights.
Support creation of CEO and Board of Directors level communication.
Stay current on market, regulatory, and technology trends relevant to Vertex.
Key Requirements
Bachelor’s degree in a relevant discipline. Master’s degree preferred.
5 to 8 years of work experience, with a minimum of 5 years of strategy consulting experience.
Led cross-functional workstreams on high-stakes strategy initiatives, driving alignment with executive objectives, ensuring rigorous execution against timelines, and delivering actionable, high-impact outcomes.
Excellent ability to structure complex problems.
Exceptional research, analytical and problem-solving skills.
Intellectual curiosity and ability to learn new subjects quickly.
Ability to deliver high quality analysis and supported points of view.
Crisp ability to convey complex ideas in written form (e.g., memos, slide presentations).
Excellent interpersonal and communication skills.
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
- Bachelor's degree in a relevant discipline
- Master's degree
- 5 to 8 years of work experience
- Minimum of 5 years of strategy consulting experience
- Experience leading cross-functional workstreams on high-stakes strategy initiatives
- Ability to structure complex problems and scope projects
- Strong research, analytical, and problem-solving skills
- Ability to develop high-quality analysis and supported points of view
- Strong written communication skills, including memos and presentations
- Excellent interpersonal and communication skills
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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