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Job Description:
This position is responsible for generating revenue for Vertex through the sale of Vertex tax solutions to prospects and existing clients. Develop strategies and account plans to penetrate a defined territory and targeted accounts. This will include navigating through an organization to leverage Vertex solutions as an enterprise-wide, global value proposition. Understand customer business and service requirements to develop tailored Vertex solutions, including development of long-term relationships with customers as well as development of account plans for new relationships. Target accounts include new and existing customers within an assigned territory.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Generate revenue for Vertex by selling Vertex transaction tax solutions in a defined territory.
Includes targeting specific accounts, developing strategy, gaining a clear understanding of companies' tax and technical environments, and selling Vertex solutions that best fit such requirements.
Drive opportunities at the strategic and tactical level by selling the enterprise-wide value proposition associated with Vertex solutions to the highest levels within our customers’ organizations. Includes establishing relationships with key customer and partner contacts and selling into complex, multi-department enterprises; leveraging and developing strategy with Sales
Management to manage and maximize accounts' value to Vertex.
Understand customer’s business requirements, direction, and strategic vision of tax by building customer relationships at the highest levels, providing valuable input that influences their vision and tactics, and developing plans to assist them in achieving their goals. Developing and responding to RFPs, developing joint proposals with Vertex Consulting, and fostering relationships/partnerships between Vertex, customer(s), and/or partners.
Gain support for customer initiatives by working with key customer contacts to help sell their ideas throughout their organization; assist in building business cases and work with stakeholders to sell ideas internally at Vertex; help influence partners' development of new interfaces that utilize Vertex products.
Build customer awareness and understanding of Vertex’s business direction by managing accounts in a way that keeps key Vertex customers informed of Vertex's business direction. Stay informed of internal initiatives, related partner and industry developments and, as appropriate, communicate these to the customer and connect the customer with key people at Vertex.
Enhance job knowledge by staying abreast of customer-related news and developments, attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing and/or maintaining proficiency in the latest productivity and technical tools. Apply broad knowledge of Vertex’s services, products, and marketing techniques to develop large opportunities and close sales.
Support a dynamic team environment at Vertex by collaborating and/or participating with other functional areas and team initiatives, contributing time, effort, and ideas toward enhancing Vertex solutions and the customer experience.
Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
N/A
KNOWLEDGE, SKILLS AND ABILITIES:
Excellent interpersonal, organizational, time management, negotiating, and decision-making skills.
Superior closing and decision-making skills.
Superior presentation and communication (verbal and written, including at the executive level) skills.
Strong knowledge of the software and tax industries.
Understanding solutions, vision, and direction of Vertex initiatives and presenting value associated with such.
Ability to make recommendations to effectively resolve problems or issues by using judgment consistent with company standards, practices, policies, and procedures as well as federal and state regulations and laws.
Ability to organize and prioritize work and manage multiple responsibilities and tasks.
Proficiency working in MS Office: Outlook, Word, and Excel.
Sense of urgency and a results-oriented attitude.
EDUCATION AND TRAINING:
Bachelor's degree in Marketing or Business; fifteen (15) years plus of experience in outside sales of transaction tax software (sales tax/consumer use tax/VAT) required.
Strong track record of relationship development and business development experience required.
Strong working knowledge of Vertex or comparable transaction tax software preferred.
Background selling software and/or consulting services to mid- or senior-level decision makers required.
Or equivalent combination of education and/or experience.
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.
Vertex Values: Together We Win
We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.
Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.
Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.
Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.
Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.
Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.
Pay Transparency Statement:
US Base Salary Range: $119,300.00 - $155,000.00 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 .