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Job Description:
This position is responsible for the sales and account management activities associated with assigned prospects and Vertex customer accounts, including account management strategies as well as engagement and expansion plans to ensure profitable growth within these customers. The focus of this position is to maximize the value that customers and Vertex receive through adoption and use of Vertex Solutions. The GAE is expected to serve as the primary point of contact for the customer and to maintain customer satisfaction through issue mitigation and escalation management. The GAE is responsible for retention of the revenue associated with customers within their portfolio, effective positioning of the specific Line of Business value proposition to leverage adoption of our solutions and services necessary to support the customer. Most GAEs are field-based and will be assigned to approximately 40-60 named accounts.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Develop and implement account strategies and plans that further existing account adoption and identify new business opportunities within assigned accounts. These plans should:
- Expand the customer relationship, resulting in an increase in overall account value
- Ensure rapid adoption and enablement of solutions that drive value for the customer
- Expand tax process automation across Vertex Line of business applications
- Increase and expand the customer’s usage of Vertex products and services
- Track performance and overall customer satisfaction
- Meet or exceed account-specific revenue and profitability goals for account portfolio including but not limited to renewals, subscription software expansion, and services billings
- Maintain a close working relationship with other Vertex teams and Work Centers (such as Solution Teams, Strategy Teams, Support, Consulting) in support of global customers and corporate functions necessary to support all assigned accounts
- Act as primary escalation point for those accounts within their portfolio
- Drive opportunity development, and accurate forecasting of the renewal and new sales opportunities
- Partner with Vertex Renewal Management group on opportunity management and commercial negotiation of the entire opportunity (from opportunity to close) for renewals
- Facilitate quarterly Account Reviews with customer and Account team members to confirm ongoing customer account goals and strengthen relationships
- Manage new account assignment into portfolio of accounts
- Travel required - 25% time estimated
- Participate in other projects or duties
SUPERVISORY RESPONSIBILITIES:
- N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Selling, Account Management or delivering consulting services
- Managing complex customer engagements, including VP and C level communications
- Complex Account Management
- Proficiency in Microsoft Office: Excel, PowerPoint, Word and Outlook, and Salesforce.com
- 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 strong interpersonal, organizational, presentation and facilitation skills
- Must be results oriented and customer focused
EDUCATION AND TRAINING:
- Bachelor's degree in accounting, finance, business, or related field required.
- Tax Technology or Tax Professional Certifications and/ or Credentials preferred
- 12+ years of experience in Tax Technology sales and/or consulting service required
- Commercial experience including experience developing account management plans and contract negotiation required
- Line of Business specific experience - Income Tax or Transaction Tax required
- ERP financial application training a plus
- Or equivalent combination of education and/or experience
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. Do not 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.
COMMENTS:
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.
Top Skills
What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence.
Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil.
Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.
We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace.
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