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 Management
200587 Requisition #

As a Product Owner-III, you will be the customer-proxy working with business line leader leadership, product management, and other relevant stakeholders to define and prioritize requirements. You will be helping to steer the vision of the commercial product and working with the leadership team to set the team's program increments (PI), monitor and assess the backlog, customer value scorecard, and shepherd the PI team to a successful deployment. 

Essential Job Functions and Responsibilities:   

  • Serve as a voice to clarify the expectations of customers on new or already existing products and stay abreast of industry trends. 

  • Highlight product features through documented user stories in a manner clearly understandable to the development team. 

  • Manage and develop product roadmap/backlog, as well as user story roadmap/backlog for implementation facilitating hose priorities as needed with product managers. 

  • Lead backlog grooming meetings with a team of product owners & product managers. 

  • Lead and participate in customer planning and stakeholder demo meetings to give feedback on sprint achievements to solution management and the agile team. 

  • Monitor the progress of product development, as well as plan for product release. 

  • Collaborate with product managers to represent customer and end user perspective for added product features and accountable for acceptance criteria for program increments. 

  • Provide reports to update management and stakeholders on product development operations. 

  • Analyze solution management direction, customer input and feedback to determine features or components that will add value to the product. 

  • Assess product value stream to identify areas that require improvements, including ‘enabler’s’. 

  • Measure product performance as well as value delivered to clients in order to make adjustments where necessary. 

  • Ensure implemented product features add value to existing and new customers as well as new markets and increase company returns. 

  • Lead collaboration, facilitate sprint activities, and create and communicate requirements artifacts that translate business needs into executable requirements. Work closely with business stakeholders, marketing team, product/project managers, 
    and technical teams -IT (Oracle and SFDC) to understand, analyze, refine, prioritize, and communicate needs to ensure full understanding of project scope, objectives, and requirements. 

  • Must be comfortable working in the SAFe methodology with multiple product managers, product owners and agile 

  • Lead in other projects or duties. 

  • Occasional travel is required 

Knowledge, Skills and Abilities:  

  • Experience with Microsoft Dynamics 365 FO and GP required 

  • Demonstrated ability to work well with multiple stakeholders and cross functional teams; technical, business functional and customers. 

  • Strong communication skills, both written and verbal. 

  • Excellent organizational, time management, and project management skills. 



  • Conducts work assignments of increasing complexity, with the latitude for independent judgment. Typically requires a bachelor's degree (or international equivalent). 

  • 10+ years of experience is required in business analysis, requirements definition, and involved in building software solutions. 

  • Minimum of 10-14 Years of Product Owner experience in an agile environment. 

  • Strong experience working in a software development; financial or tax technology experience a plus. 

  • Expertise in delivering commercial software to large corporations via SAFe. 

  • Experience translating business strategy into specific product features. 

  • Expertise using JIRA to manage product backlogs. 


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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