Job Description:
As part of the Global Professional Services (GPS) organization at Vertex, Inc., the Principal Consultant plays a critical role in delivering successful implementations of Vertex tax technology solutions. This includes integrating Vertex products with leading enterprise applications such as SAP, Oracle, Microsoft Dynamics 365, and other strategic partner platforms.
The Principal Consultant combines deep technical expertise, strong business acumen, and proven consulting experience to drive high-quality client outcomes, strengthen customer relationships, and contribute to the overall growth of the GPS organization.
Essential Duties and Responsibilities:
- Lead and manage multiple complex projects concurrently, ensuring alignment with client objectives and Vertex standards.
- Consistently deliver projects on time, within budget, and without non-product-related escalations.
- Take ownership of client escalations on assigned engagements, driving rapid, effective resolutions that maintain client confidence.
- Build and strengthen partner relationships to promote collaboration and mutual success across the project lifecycle.
- Serve as a recognized subject matter expert within GPS and across functions such as Sales and Product Management, contributing deep technical and business insight.
- Proactively identify and pursue opportunities to expand client value through additional software, services, or strategic enhancements.
- Cultivate trusted customer references by delivering exceptional service and fostering long-term client advocacy.
- Mentor team members at all levels, providing coaching, oversight, and knowledge-sharing across the practice.
AI-Driven Service Enhancement:
- Leverage Artificial Intelligence (AI) to elevate GPS service delivery, client outcomes, and decision-making.
- Continuously explore and apply AI-driven tools, platforms, and methodologies to enhance operational efficiency, data analysis, and strategic insights.
- Remain current on emerging AI trends and identify opportunities to incorporate AI into client engagements and internal processes, ensuring alignment with Vertex’s enterprise AI strategy.
- Collaborate cross-functionally to pilot and scale AI solutions that support GPS and broader organizational goals.
Education and Training:
- Bachelor’s degree in Accounting, Computer Science, or a related field, or equivalent professional experience.
- Minimum of 7 years of hands-on experience in tax technology implementation.
Specialized Knowledge, Skills, and Abilities:
Expert knowledge of:
- Vertex products and integrations.
- Host system functionality (e.g., SAP, Oracle, Microsoft Dynamics 365).
- Tax functionality across key business processes.
- Applicable tax rules and regulatory requirements.
- Common business processes and automation best practices.
- Tax data management principles.
Additional requirements:
- Experience using Microsoft Dynamics 365 Finance and Supply Chain Management (D365).
- Experience implementing Microsoft D365 with Vertex.
- Hands-on experience with e-Invoicing solutions.
- Exceptional interpersonal and communication skills, with the ability to work effectively across all organizational levels.
- Demonstrated ability to maintain confidentiality and uphold Vertex’s values and ethical standards.
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.
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.
Top Skills
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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