Define Your Potential

Thank you for considering Vertex Inc, and we are excited about the opportunity to learn more about you, and help you define your potential contributions at Vertex! Our goal is to find new team members that work to help our clients unleash the strategic potential of Corporate Tax worldwide.

Vertex is considered a premier partner to Oracle, SAP, and works closely with the Big 4 and other leading software providers, as well as tax and accounting firms to provide the most integrated enterprise tax technology solutions available today to the most recognized brands of the world!  We have enjoyed workplace and business recognitions including’s Top Places to Work for three years in a row, Working Mother 100 Best Companies, and SmartCEO's Philadelphia Corporate Culture Award.

Sales Enablement and Operations Specialist

North America Sales
200428 Requisition #
The Sales Enablement Specialist partners with Inside and Field Sales will identify opportunities that meet a minimum specified qualification criterion for “Sales Qualified Leads” and funnel them into the next stage of the sales cycle. Additionally, the Sales Development Representative may also participate in marketing campaigns focused primarily on outbound calling, developing and qualifying leads to move them through the sales process.
Ultimately, you will boost sales and contribute to our long-term business growth.
  • Actively seek out new potential client make the first contact with those accounts to generate interest
  • Build rapport with prospects and transition ‘cold’ inquiries over time into ‘warm’ responsive prospects.
  • Qualify leads from marketing campaigns as sales opportunities
  • Nurture leads over time and forward to the Sales teams at the proper time for engagement.
  • Follow a closed loop tracking process to manage leads from initial contact to Sales team hand off
  • Provide qualified sales ready leads to the sales organization to further build account development/ penetration efforts.
  • Stay up-to-date with new products, services, solutions & industry trends
  • Enter pertinent prospect information into CRM. Update and expand as interactions occur.
  • Support marketing campaigns and promotional offers. Provide feedback to Marketing team and collaborate to improve quality of demand generation process.
  • Attend Sales meetings/trainings as appropriate.
  • Establish and maintains strong relationships with the Sales teams they support; become a valued member of that sales team.

Please note: This is a Pipeline Requisition for potential hiring needs. We anticipate this position beginning SUMMER 2021.


At Vertex Inc. we are always looking for the best talent for future needs of the business. This position description does not represent a current opening. However, may use this position to identify candidates with critical skills and experiences for frequently filled positions at all levels. Candidates who express an interest and match the requirements will be contacted by a recruiter for an introductory phone interview, and further details of timing will be discussed.

  • Preferably a Bachelor’s Degree, ideally Business, Marketing or related field or equivalent combination of education and experience.
  • Previous work experience in a sales or customer service-oriented role preferred.

  • Experience with sales automation tools a plus.


Vertex is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

While performing the duties of this job, the work environment may require an individual to be able to sit or be stationary at a computer and use computers for extended periods of time and move freely around the building. Travel may be required. 

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