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 Representative - Central U.S.

North America Sales
200353 Requisition #
Responsibility of this role is to generate revenue for Vertex through the sale of Vertex solutions to target accounts in the Mid Market (organizations with revenues between $100M and $400M).  Develop strategies and account plans to penetrate target accounts. This will include navigating through an organization to leverage Vertex solutions as an enterprise-wide, global value proposition. This person is responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions in the area of Sales Tax Automation and Returns Outsourcing. This 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. 
  • Drive Opportunities at the strategic and tactical level. 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 at the Executive level. Includes developing strategy with Sales Management to manage and maximize accounts' value to Vertex.      
  •  Achieve annual quota and sales goals through successful selling of Vertex solutions to targeted accounts. 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.      
  • Lead clients through an active sales cycle and assists prospects in executing the Vertex contracts and negotiations with Legal
  • Identify target accounts and sales activities to maximize pipeline and revenue opportunities through inbound and outbound sales leads. Includes fielding calls, building relationships and networking with channel and other partners, prospecting via phone and email, and setting up opportunities in SFDC
  • Understands the clients’ key business objectives, current state vs. desired state.  Proposing Vertex solutions to help client realize goal state of tax automation.     
  • Understand primary business issues of prospective organizations and how individuals and/or departments within the organization are impacted. 
  • Display a knowledge and understanding of Vertex products, services, vendor relationships and interface
  • Coordinate with partner reps to ensure communication and status of leads.
  • Maintain accurate and current information regarding the status of each client contact and sales opportunity in Vertex’s CRM system (SFDC). Enhances 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 opportunities and close sales.   


  • ERP knowledge strongly desired
  • Knowledge of Vertex products and services preferred
  • Experience understanding client business needs and developing Statement of Work proposals
  • Professional appearance and presentation required
  • Excellent oral, written, interpersonal, organizational, time management


  • Bachelor’s degree, preferably in Business, Marketing or related field, or equivalent education and experience.
  • 5+ years of  hands-on  experience in outside sales required
  • Business Development experience in tax and accounting and/or returns outsourcing preferred
  • Consultative sales experience with Fortune 2000 required
  • Relationship development and business development experience required
  • Travel is required (approximately 20%)
  • Ability to excel in a team selling environment
  • prior experience in sales quota environment preferred



  • 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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