Job Description:
The Technical Trainer III is an expert-level facilitator and enablement partner responsible for delivering high-impact learning experiences that drive confidence, adoption, and effective use of Vertex products and solutions.
This role is trainer-first and enablement-focused. The Trainer ensures learners can not only understand concepts but apply them in real-world scenarios with confidence. In addition, this role leverages AI-assisted tools and insights to adapt training, personalize learning experiences, and continuously improve outcomes.
The ideal candidate is a master facilitator who can read the room, adapt in real time, ask evaluative questions, and use emerging AI capabilities to enhance — not replace — human-led learning.
EDUCATION & ENABLEMENT WORKSTREAM CONTRIBUTION
As a key contributor across Education and Enablement, this role connects training delivery to measurable enablement outcomes, including adoption, readiness, and sustained performance.
This role partners with Instructional Design, Enablement Services, Product, and AI teams to ensure training experiences are reinforced through enablement pathways, performance support, and data-driven insights
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Expert Training Delivery & Facilitation
- Deliver engaging, high-impact in-person and virtual training experiences focused on learner application and confidence.
- Facilitate learning through discussion, inquiry, real-world scenarios, and guided practice, not scripted presentation.
- Read learner dynamics and adapt facilitation in real time based on learner signals, questions, and observed gaps.
- Ask diagnostic and evaluative questions to assess understanding and guide learners toward independent problem-solving.
- Manage diverse learner audiences and dynamics while maintaining psychological safety and learning momentum.
- Travel to deliver training at client sites, regional centers, and conferences (up to 40%).
Enablement & Application Focus
- Design and facilitate training experiences that align directly to enablement goals, including readiness, adoption, and effective use.
- Reinforce training through enablement touchpoints such as job aids, guided workflows, and post-training reinforcement.
- Partner with Enablement Services and stakeholders to ensure training supports broader customer and partner success motions.
- Capture enablement insights from live facilitation to inform improvements in training and support resources.
Knowledge Transfer & Learning Effectiveness
- Validate knowledge transfer during training through scenario-based exercises, learner demonstrations, and applied problem solving.
- Identify learning gaps in real time and adjust facilitation strategies accordingly.
- Define and measure success indicators beyond completion, such as confidence signals, behavioral change, and adoption metrics.
- Use training and enablement data to continuously improve learner outcomes.
AI-Enabled Training & Adaptability
- Leverage AI-assisted tools (e.g., LMS analytics, AI copilots, content intelligence, or knowledge assistant(s) to:
- Identify learner trends and common gaps
- Personalize reinforcement and follow-up learning
- Inform facilitation strategies and pacing
- Partner with AI and enablement teams to test and adopt emerging AI capabilities that enhance learning effectiveness.
- Maintain strong judgment about when human facilitation is essential versus when AI-supported tools can accelerate learning.
- Contribute trainer insights to the evolution of AI-driven enablement and learning experiences.
Training Content Partnership (Trainer-Informed Design)
- Partner with Instructional Designers and SMEs to refine training materials based on facilitation insights and learner feedback.
- Provide input on learning structure, sequencing, and reinforcement strategies.
- Support updates aligned to product releases and enablement priorities.
SUPERVISORY RESPONSIBILITIES: N/A
Required Qualifications:
- Bachelor's degree in education, Training, Business, Technology, or related field (or equivalent experience).
- Six (6) + years of experience delivering high-impact, live training to professional or technical audiences (or equivalent customer or partner interactions).
- Experience in SaaS or enterprise technology environments preferred.
- Adult learning theory and facilitation-based instructional strategies.
- Enablement concepts focused on readiness, adoption, and performance.
- SaaS and enterprise technology learning environments.
Expert Facilitation & Enablement
- Mastery of live facilitation techniques that drive application and confidence.
- Ability to translate complex concepts into practical, actionable learning.
- Skilled at diagnosing learner needs and adapting delivery in real time.
AI Adaptability
- Comfort leveraging AI tools to enhance training effectiveness and learner insight.
- Curiosity and learning agility to adopt new technologies responsibly.
is Communication & Judgment.
- Exceptional verbal communication and executive presence.
- Strong judgment in balancing speed, depth, and learner readiness.
- Learner-centric, outcome-driven mindset.
- Adaptability in dynamic, evolving environments.
- Confidence to lead, challenge, and coach learners.
- Comfort operating at the intersection of training, enablement, and AI.
Preferred Qualifications:
- Learning platforms and analytics (Docebo preferred).
- Emerging AI applications in learning and enablement.
- Demonstrated success driving learning application and adoption, not just completion.
- Experience leveraging LMS and learning analytics to inform training effectiveness.
- Exposure to AI-enabled learning or enablement tools strongly preferred.
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.
Skills Required
- Bachelor's degree in education, training, business, technology, or related field (or equivalent experience).
- Six (6)+ years of experience delivering high-impact live training to professional or technical audiences (or equivalent customer or partner interactions).
- Experience in SaaS or enterprise technology environments.
- Mastery of live facilitation techniques that drive application and confidence.
- Knowledge of adult learning theory and facilitation-based instructional strategies.
- Understanding of enablement concepts focused on readiness, adoption, and performance.
- Comfort leveraging AI tools to enhance training effectiveness and learner insights; curiosity to adopt new technologies responsibly.
- Exceptional verbal communication, executive presence, and strong judgment.
- Experience with learning platforms and analytics (Docebo preferred) and leveraging LMS analytics to inform effectiveness.
- Willingness and ability to travel to client sites, regional centers, and conferences (up to 40%).
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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