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 Executive - Enterprise Software

200139 Requisition #
Regional Sales Representative

To generate revenue for Vertex through the sale of Vertex transaction 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. Responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions includes the development of long-term relationships with customers as well as the development of account plans for new relationships. Target accounts include new and existing customers within an assigned territory.



  • 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. Includes leveraging and developing strategy with Sales Management to manage and maximize accounts' value to Vertex. 
  • Understand the customer’s business requirements, direction, and strategic vision of tax by building customer 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, 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. Staying informed of internal initiatives, related partner and industry developments and, as appropriate, communicating these to the customer and connecting 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 overall customer experience.


  • Excellent interpersonal skills
  • Organizational skills
  • Time management
  • Negotiating
  • Closing
  • Decision making
  • Presentation
  • Communication skills (both verbal and written) - must be effective communicator and presenter at an Executive level both externally and internally.
  • Self-motivation
  • Strategic thinking
  • Knowledge of the software and tax industries
  • Relationship-building 
  • Problem-solving
  • Understanding solutions, vision and direction of Vertex initiatives and presenting the value associated with such


  • Bachelor's degree in Business, Marketing, Tax or related field preferred
  • At least 5+ years hands-on outside sales experience selling transaction tax software (sales tax/consumer use tax/VAT) preferred
  • Relationship development and business development experience required
  • Functional experience with major ERP packages (SAP, Oracle, NetSuite, MS Axapta, etc.) preferred
  • A working knowledge of systems, databases, and SaaS/cloud technologies required
  • Strong working knowledge of Web Services, Java, XML technologies preferred
  • Strong working knowledge of Vertex transaction tax software preferred
  • Background selling to mid to director level decision makers required
  • Background selling consulting services required
  • Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments to both internal and external customers; by solving customer problems quickly and effectively; and by seeking ways to improve the value of Vertex products and services.
  • Contribute to a highly productive work environment by striving for excellence through exceeding expectations; following and/or improving on established work procedures and methodology; responding to information flow in a timely manner; and acting on performance improvement opportunities where available.
  • Foster effective communication and work relationships by practicing active listening skills in order to first understand others; by continually improving own sills in oral and written communications in order to better understand those with whom you work.
  • Embrace continuous improvement by proposing new and/or better ways of doing things; supporting the creative and innovative ideas of others; seeking to enhance the core competencies of Vertex wherever possible; and by being receptive and willing to change.
  • Promote the fiscal and operational vitality of Vertex by demonstrating an awareness, understanding and fulfillment of the stewardship responsibility which all employees have for the sound use and preservation of the resources, tools and equipment made available to them; and by demonstrating an understanding of, and adherence to, all Vertex Corporate Policies, Procedures and Guidelines.
  • Manage time and priorities effectively by completing tasks in a timely manner and meeting personal commitments, managing job-related and personal stress effectively.

Please note: This is a Pipeline Requisition for potential hiring needs


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.


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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