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.

Product Manager Principal Microsoft (Remote US)

Product Management
200474 Requisition #
We are seeking a Microsoft Technical/Product Manager to join our collaborative, business casual atmosphere. In this position you will be the owner for the technical alignment and evolution of Vertex tax solutions for Microsoft ERP/Cloud Platform initiatives as defined by Vertex Market Strategy. Responsible for driving market/technical requirements for the Microsoft/Vertex software integration layer (connector), including the configuration and extension of the Microsoft architecture, communicating the solution architecture, and providing guidance to software commercial development projects to ensure end-to-end business process compatibility that serves the entire global market. Focus is on the business relevance and technical application process flow between Vertex commercial products and Microsoft applications, including deployment and implementation of solutions. Additional responsibilities include knowledge transfer to customer service, supporting sales and consulting personnel in strategic sales and customer engagement opportunities. 
Essential Job Functions & Responsibilities:  
  • Microsoft Technical Product Lead for the Vertex/Microsoft partnership responsible for driving innovation through Vertex indirect global tax products. 
  • Engage Microsoft technical contacts on current and future initiatives and produce the following outcomes: 
  • Understand the Microsoft Integration enhancements and new initiative opportunities that feed into the Microsoft Integration/Product Roadmap. 
  • Identify/document the revenue generating opportunities in collaboration with Partner business development manager to drive new business case.  
  • Create requirements for feature and function for existing and new initiatives.  
  • Evaluate new Microsoft development technologies and software releases for their applicability toward the development of or incorporation into Vertex/SAP software solution. 
  • Assess Microsoft market size, opportunity and needs/desires and develop business justification (business case) as the basis to drive decision for product development 
  • Based on approved an business case, determining system/software connector requirements to satisfy those needs.  
  • Drive innovation through Microsoft software extension design and prototype solutions to feed Vertex product road maps. 
  • Provide technical, feature and functional requirements to differentiate Vertex/ Microsoft Connectors for current and future products.  
  • Enable/develop the knowledge transfer process to Vertex Consulting, Alliances and Support as necessary so that service and support can be rendered effectively regarding the connector products and meet organizational targets for revenue and client satisfaction. 
  • Facilitate interface problem resolution and escalation process – including the ability to participate on client calls and escalations. Typically, this involves communications with clients at the manager and director level. 
  • SME/ Product Owner function to Vertex product/program teams as necessary to coordinate planning efforts in alignment with SAP Partner connector strategy and represent that strategy through the Vertex operational model.  
  • SME to create/provide input to partner marketing messaging, positioning and value differentiation. 
  • Serve as SME for sales, business development, VC, Alliances, and Product Support. 
  • External Microsoft thought leadership  
  • Conference presentation, webinar, etc. 
  • Support go-to-market activities - Launch activities, support, internal/external training, etc. 
  • Other functions may be assigned, and management retains the right to add or change the duties at any time. 
Supervisory Responsibilities:  
We encourage individuals possessing all of the following minimum qualifications to apply immediately: 

We encourage individuals possessing all of the following minimum qualifications to apply immediately: 
Education & Training: 

  • Bachelors Degree in Business, Computer Science, or related discipline.  
  • Master’s degree (MS) in computer science or equivalent experience is preferred. 
  • ERP, Tax/Tax Technology or Tax Professional Certifications and/ or Credentials recommended. 
  • Ten or more years’ experience in Microsoft software development and/or implementation   
  • Strong technical and functional knowledge of Microsoft Great Plains (GP), Dynamics 365 Finance & Operations, Dynamics 365 Business Central and Navision (Nav) 
  • Experience developing Microsoft solutions, structures/extensions which are understandable, robust, extensible, and scalable by utilizing: 
    • Dexterity 
    • C#/X++ 
    • C/AL 
  • Familiarity with Java, XML and REST 
  • Experience implementing full life cycle ERP/Tax applications (a plus) 
  • Understanding of Agile development process 
Specialized Knowledge & Skills: 
  • Experienced in identifying Market opportunities and translate them into product concepts, articulate value proposition, competitive differentiation and define commercialization strategies 
  • Capable to coordinated features across the portfolio of products within different line of business. 
  • Understanding of product lifecycle from definition to end of life. 
  • Experience working in teams and coordinating with external client relationships 
  • Experience developing relationships at the executive level required. 
  • Manage multiple, complex relationships successfully 
  • Ability to access customer and business expectations 
  • Ability to establish clear client objectives, approach, process and plan to achieve promised value of Vertex Indirect Tax solutions  
  • Demonstrate leadership skills and the ability to influence at all levels within the organization 
  • Strong working knowledge of Vertex O Series and Cloud (a plus) 
  • Excellent written and verbal communication skills 
  • Influencing and negotiation skills - ability to influence and negotiate when faced with opposing views or resistance 
  • Strong presentation skills 
  • Strategic thinking 
  • Self-motivated 
  • Creative / Innovative 

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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