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.

200467 Requisition #


Generate revenue for Vertex through the sale of Vertex solutions to prospects and existing clients.  Develop strategies and 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. Responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions. This includes the development of long-term relationships with clients as well as the development of account plans for new relationships. Target accounts include new and existing clients within an assigned territory. Works without supervision, exhibiting extensive latitude for independent judgement on highly complex opportunities.


  • Generate revenue for Vertex by selling Vertex solutions in a defined geographic territory. Includes managing sales opportunities, targeting specific accounts and overall territory management.  Responsible for proposal preparation, negotiating all aspects of the proposed solution and closing business.
  • 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 clients’ organizations. Includes establishing relationships with key client and partner contacts and selling into complex, multi-department enterprises.
  • Understand the client’s requirements, direction and strategic vision of tax by building client relationships at the highest levels of all business areas, 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, client(s) and/or partners.
  • Present client specific, tailored vertex solutions by working with client contacts to understand business, tax and technical requirements.  Work with Sales Engineers to develop and perform professional presentations tailored to client requirements.  Work with key client contacts to help sell the Vertex value proposition throughout their organization. 
  • Track and manage territory activity:  Develop, implement, and monitor territory lead generation activities as needed to support quota/territory goals.  Accurately forecasting sales pipeline on an ongoing basis.  Make use of CRM tool to track key data associated with sales opportunities and pipeline.
  • Enhance job knowledge by staying abreast of client-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 opportunities and close sales.
  • Coordinate selling team efforts by managing the sales process and coordinating appropriate subject matter experts as required to present a tailored Vertex solution to the client.  Must be able to coordinate a selling team and leverage various skill sets to effectively develop and present the best possible solution for the client.  Assists less experienced peers.
  • Lead or participate in other projects or duties as assigned.
  • Approximately 25 – 50% travel required. 
    Participate in other projects or duties.


  •  Extensive knowledge of systems and databases.
  • Extensive knowledge of Web Services, Java, XML technologies
  • Extensive knowledge of tax engine software or other tax compliance software.
  • Excellent leadership, organizational, negotiating, closing, decision making, presentation, oral and written communications skills required.
  • Must be self-motivated and a proactive thinker. Must be an effective communicator and presenter at an Executive level both externally and internally. 
  • Demonstrated relationship-building skills; proven problem-solving skills; understanding solutions, vision and direction of Vertex initiatives and presenting the value associated with such.
  • Excellent communication (oral, written, presentation and facilitation) skills.  (Determine if role requires presentation and facilitation skills.)
    • Must possess and exhibit emotional stability and maturity in the face of stressful situations.
  • Ability to listen and understand information and communicate the same.
  • Must possess good organizational skills.
  • Must be results oriented, customer focused, and exhibit good interpersonal skills
  •  Proficiency in Microsoft office packages.
  • English fluency required. May require fluency in language of local market(s).
  • Sufficient knowledge of business communications, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.



  • Bachelor’s Degree in Business, Marketing, Tax or related field preferred.
  • Professional qualification in Accounting, Tax, Finance or related field preferred.
  • Ten (10) or more years of experience in:
    • Outside sales experience selling tax or finance solutions.
    • Relationship development and business development.
  • Experience selling consulting services required.
  • Functional experience in or knowledge of major ERP packages (SAP, Oracle, PeopleSoft) required.



  • Builds Relationships:  Fosters open dialogue and obtains shared commitment to proposals; shared ideas and information to promote mutual understanding, respect, and effective decision-making.
  •  Drives for Results:  Acts to create opportunities for Vertex or to avoid future problems; has the courage to act with incomplete information rather than simply thinking about it; maintains a focused commitment to achieving enterprise objectives.
  • Knows the Business:  Understands and applies knowledge of Vertex’s business and processes to accomplish goals.
  •  Anticipates Customer Needs (internal and external):  Establishes and maintains productive relationships with customers and partners, anticipating their needs.
  • Learns Continuously:  Expands own knowledge base to enhance performance; seeks development to increase strengths for current and future needs.


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 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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