Job Description:
The Strategic Account Manager (SAM) manages a targeted portfolio of Vertex’s most strategic customers and is accountable for maximizing customer value, engagement, and long‑term partnership success. This role serves as the primary strategic orchestrator across the Vertex ecosystem, aligning internal resources to help customers achieve desired business outcomes while identifying opportunities to expand solution adoption across all lines of business.
The ideal SAM is a trusted advisor who deeply understands the customer’s industry, operating environment, and competitive landscape, and who drives joint business planning to deliver measurable, win‑win outcomes for both the customer and Vertex.
Key Responsibilities:
- Own strategic relationships with assigned enterprise customers, driving increased lifetime value and long‑term retention
- Lead internal and external account strategic planning, aligning Vertex and customer objectives, priorities, and execution plans
- Act as subject‑matter expert on assigned accounts, including industry trends, market dynamics, and competitive positioning
- Coordinate post‑sales execution across Customer Success, Sales, Product, Support, and other Vertex teams to ensure high KORE/NPS, retention, and footprint expansion
- Develop and execute solution adoption and expansion plans across multiple customer lines of business
- Identify innovation, co‑development, and new use‑case opportunities in partnership with customers and internal teams
- Serve as the voice of the customer and industry, influencing internal strategy and priorities
- Uncover customer initiatives and pain points, mapping Vertex solutions to business outcomes and partnering with Sales on growth opportunities
- Measure and manage account success using value, engagement, innovation, and loyalty metrics (e.g., NRR, churn, NPS/KORE)
Required Qualifications:
- 7+ years of experience in a client‑facing role such as strategic account management, customer success, consulting, or enterprise relationship management
- Proven ability to build trust, credibility, and executive‑level relationships within complex customer organizations
- Strong experience coordinating cross‑functional teams to deliver customer outcomes across the full customer lifecycle
- Strategic mindset with the ability to develop and execute comprehensive account plans
- Excellent communication, presentation, organizational, and decision‑making skills
- Strong problem‑solving skills with a results‑oriented, customer‑focused approach
- Proficiency with Salesforce and Microsoft Office tools
- Bachelor’s degree required or equivalent combination of education, training, and relevant professional experience
Preferred Qualifications:
- Experience with complex business systems, tax engines, or tax compliance software
- Strong understanding of enterprise SaaS, ERP, or regulated technology environments
- Demonstrated ability to drive adoption, expansion, and innovation within strategic accounts
- Experience serving as a trusted advisor to Finance, Tax, or IT stakeholders
- Familiarity with customer health metrics, NRR, churn, and value‑based account measurement
- Proven ability to influence without authority across matrixed organizations
- An equivalent combination of education, training, and relevant professional experience is accepted in lieu of a formal degree
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.
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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