Sales Research Representative

This entry-level position offers the potential to advance into a Sales Development Role. The incumbent will collaborate with team members to enhance sales resource utilization, develop the sales pipeline, and support research efforts on accounts. Responsibilities include utilizing inbound and outbound calls, email, and social media to pursue sales opportunities. The role requires a thorough understanding of Vertex product offerings and competitive issues, as well as identifying new business opportunities by following up on marketing leads.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Qualify or disqualify software sales leads.
• Manage inbound sales leads, including fielding calls, following up on marketing leads, qualifying, and passing potential opportunities to the inside sales team.
• Understand primary business issues of prospective organizations and how individuals and departments within the organization are impacted.
• Display knowledge and understanding of Vertex’s products, services, vendor relationships, and interfaces to identify if Vertex has an offering for a given prospect.
• Respond to and follow up on chatbot inquiries.
• Create messaging on the SalesLoft platform for follow-up on marketing leads.
• Maintain accurate and current information regarding the status of each client contact and sales opportunity in Vertex’s CRM system (SFDC).
• Collaborate with Sales and Marketing to develop follow-up programs for marketing campaigns, trade shows, and various promotional activities as needed.
• Occasional travel required for events and onsite meetings.
• Participate in other projects or duties as assigned.
• Assist the inside sales team in EMEA with accurate profiling of target accounts.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent communication and organizational skills.
• Knowledge of Vertex products, taxation, hardware, and software terminology, and/or SFDC knowledge is a plus.
• Strong interpersonal, organizational, time management, presentation, oral and written communication skills.
• Strong phone skills, exceptional listening skills, and problem-solving abilities.
• Experience leveraging social media tools to prospect for new business.
• Ability to work effectively within a team and adapt quickly.
• Ability to serve as a trusted advisor to clients.
• Ability to articulate the Vertex value proposition clearly and listen actively to identify and prioritize client needs.
• Proficiency in Microsoft Office packages.
• Ability to listen, understand, and communicate information effectively.
• Must possess good organizational skills.
• Must be results-oriented, customer-focused, and exhibit good interpersonal skills.
• English fluency required; additional language skills are a plus.
• Sufficient knowledge of business communications, including phone, voicemail, and email.

EDUCATION AND TRAINING:

• Bachelor’s Degree, preferably in Business, Marketing, or a related field.
• Previous sales experience is a plus.
• Prior exposure to sales functions, preferably in a business-to-business environment.
• Or equivalent combination of education and experience.

Other Qualifications:

The Winning Way behaviors that all Vertex employees need 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 with frequent iterations, improved speed, and resilience. Apply the 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: Define milestones, commitments, and intended results. Assess your work in context; if unsure, ask. Demonstrate unwavering support for decisions.