Job Description:
JOB SUMMARY: This position is responsible for selling consulting/professional services at an expert level to new and existing customers delivering on quota goals within a defined territory ensuring the organization’s revenue objectives for products and services are met and/or exceeded. As a key position in the solution selling process, works closely with internal stakeholders to identify new products and services needs that can be marketed and sold globally. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: · Possesses expert skills to manage quota, forecast, and sales pipeline within a defined territory/segment to achieve organizational objectives for products and professional service sales. · Possesses expert skills to facilitate discovery conversations with new and existing customers to identify critical information to determine the proper engagement scope and present timely and transparent solutions. · Works with the Account Executives to determine the best solutions approach with clients to maximize revenue within a business channel. This includes assisting the Account Executive with selling the organization's overall solution, including software and services. · Collaborates with the Account team to develop strategies to be used in the sales process to sell the value of the organization's products and services. · Identifies critical differences between the company's offerings from competitors yet remains flexible enough to allow engagements to be fulfilled by multiple service providers when necessary and as appropriate to ensure customer satisfaction and revenue targets are met. · Illustrates how the organization's Solutions (product and professional services) can play a more significant role in customer success in addressing their indirect tax calculation, reporting, and compliance requirements. · Establishes relationships with key stakeholders within organizations to identify the strategic value that the company's products and services will bring to their business. · Works in tandem with client’s subject matter experts ("SMEs"), including C-level execs, tax professionals, and ERP System implementers, to understand their organization’s needs and strategic direction and create a deployment strategy that aligns and scales with the plans of the organization. · Defines the implementation strategy for the customer’s project by delivering Statement of Works ("SOW"), RACI diagrams, and Gantt tables. · Negotiates all aspects of the implementation strategy and terms and conditions defined in the consulting sales artifacts. · Prescribes support practices for post-implementation. · Works with Consulting leaders to ensure successful knowledge transfer and onboarding of new customers. · Collaborates with the legal department to strategize on redlines to Statement of Works and Master Agreements to close business. · Represents the SSA team in internal cross-functional meetings. · Acts as a liaison between Sales and Consulting. · May lead projects and performs other duties as assigned. · Occasional business travel may be required. SUPERVISORY RESPONSIBILITIES: · N/A KNOWLEDGE, SKILLS AND ABILITIES: · Expert understanding of the Order-to cash and procure-to-pay process in North America. · Expert understanding of ERP and Financial systems · Ability to present with confidence when engaged in the sales process. · Expert understanding of Project Management methodology. · Good writing skills are needed to articulate the organization's sales deliverables in the sales cycle. · Expert knowledge in negotiating, decision-making, and oral communication. · Willingness to develop understanding in time management, active listening, process engineering/reengineering, optimization, and change management. · Proficiency in Microsoft Office applications. · Ability to be results-driven and manage multiple opportunities at one time. · Fluency in English is required. EDUCATION AND TRAINING: · Bachelor’s Degree in Business, Computer Science, or related discipline. · Ten (10) plus years experience in selling tax solutions or enterprise software applications and professional services. · Expert experience with Retail Industry applications, e-commerce platforms, source-to-pay platforms, or other systems requiring tax automation preferred · Expert understanding of ERP, Tax/Tax Technology, or Tax Professional Certifications or Credentials recommended · Prefer in-depth tax application experience working with ERPs, SAP, Oracle, JD Edwards, Microsoft, other In-house applications, and Vertex products. · Or equivalent combination of education or experience 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.
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.