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.

Channel Sales Manager II

200462 Requisition #


Accountable and responsible for driving the strategic relationship with a select partner or group of partners and achieving the market acceptance, integration, and use of the Vertex products in the accountable channel. The Channel Manager will carry a channel sales quota, as well as administers sales practices, tools and policies used by the partners to meet and exceed sales goals. The Channel Manager will provide leadership and support the Partners Sales Organization and is a Subject Matter Expert for both Vertex product and service offerings. This role manages and builds relationships with key Ecommerce and Technology partner resellers in the with a specific revenue target tied to each. The Channel Manager promotes Vertex software and service offerings and is responsible for increasing revenue, continued growth, and use of
the Vertex products in the accountable channel


  • Quota attainment for the specific channel
  • Drive the revenue targets for Vertex solutions in the partners Eco system and hold the partner to specific metrics.
  • Channel Partner relationships for all business related issues
  • Interactions with partner and channel leadership and for maintaining and growing existing partner relationships.
  • Recruiting targeted partners per Market Requirements
  • Channel management planning, strategic and operational planning, market development, business planning, and forecasting.
  • Create differentiation messaging of Vertex solution through the partner channel
  • Create/drive channel messaging at industry events (user groups, associations)
  • Promote Vertex solutions through the channel and generate additional Vertex product and services demand through trade shows, webcasts, demos, etc.
  • Address large groups through public speaking, presentation development and delivery, etc.
  • Enabling the Sales Demo environment
  • Partner as the SME in pre-sales activities
  • Participating on sales conference calls, meetings and in RFP execution
  • Assisting Partners with opportunity qualification and pipe-line management.
  • Ensuring influencer channel is educated and aware of integration and Vertex product functionality and positioning.
  • Lead or participate in other projects and duties
  • Must be willing and able to travel 20 30% of the time 


  • Strong mid-market ERP and Ecommerce Industry Knowledge
  • Understanding of Vertex products and how they integrate with select or industry focused ERP systems Understanding of the financial/accounting business processes (sales, purchasing, billing, GL) at it relates to transaction tax flow
  • Vertical industry knowledge may be required (e.g., Retail, Leasing)
  • Ability to balance and ensure goals are in alignment with Partner’s strategic direction
  • Strong organizational skills to manage multiple tasks
  • Ability to navigate partner business opportunities through the organization
  • Self-motivated, accountable approach and a strong sense of teamwork.
  • Takes initiative to follow through on requests and commitments
  • Exercises strong business judgment
  • Focuses on important opportunities in making business case for strategic partners
  • Recommends actions that are consistent with Vertex objectives and goals Balances opportunity size and Vertex resources in deciding when and how to present partner business case
  • Negotiates effectively toward win/win outcomes
  • Creative
  • Perceives multiple alternatives to each situation
  • Ability to become a trusted advisor and recommend thoughtful solutions to business challenges Effectively optimizes partner opportunities through all reasonable means
  • Excellent interpersonal and communication (verbal and written) skills
  • Fosters collaboration with channel stakeholders and shares what they know and researches what they do not know
  • Ability to apply broad expertise or unique knowledge and professional concepts to develop resolutions to critical issues.
  • Ability to manage multiple complex, high visibility or high impact projects simultaneously.
  • Ability to work without supervision.
  • Complete latitude for decision making.
  • Ability to create formal networks with key decision makers.
  • Ability to listen and understand information and communicate the same.
  • Must possess good organizational, presentation and facilitation skills.
  • Must be results oriented, customer focused, and exhibit good interpersonal skills.
  • Proficiency in Microsoft Office Packages.
  • Sufficient knowledge of business communications, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.



  • Bachelors Degree in Business, Computer Science, or related discipline or equivalent combination of education and work experience
  • Experience interacting within the Ecommerce and SAAS ERP eco system preferred MBA and/or CPA equivalent experience preferred
  • ERP, Tax/Tax Technology or Tax Professional Certifications and/ or Credentials recommended
  • 5+ years experience partnering with sales and marketing with responsibilities to meet and exceed financial targets for assigned region or channel, contract negotiation, and account retention preferred
  • Experience with tax software strongly desired
  • Demonstrated business development, consultative selling and negotiation skills with results-orientation to meet and exceed channel financial and customer satisfaction goals.
  • Knowledge of CRM systems

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.


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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