Job Description:
The role involves partnering with the European go-to-market (GTM) organisation to drive and occasionally lead key projects focused on implementing sales strategies, improving processes, enhancing system capabilities, and supporting cross-functional initiatives to optimise performance.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Collaborate cross-functionally with Sales, Sales Engineering, Channel, Alliances, Marketing, Customer Success, and Product teams to execute European go-to-market (GTM) initiatives.
- Develop, implement, and maintain business processes that enhance sales productivity and efficiency.
- Create and execute a GTM operations roadmap to drive productivity, improve customer interactions, and enhance sales competence using industry best practices.
- Utilise Salesforce.com Lightning, PowerBI, and other analytics platforms to deliver insights for:
- Account-based sales strategies and GTM analytics.
- Identifying whitespace opportunities by geography and industry.
- Monitoring and tracking leads, activities, pipeline, and forecasts.
- Enable GTM teams with scalable reporting, analytics, and messaging tools for consistent execution.
- Maintain and optimise CRM workflows, troubleshoot issues, and implement systematic enhancements to improve efficiency.
- Refine processes to resolve operational inconsistencies and bottlenecks impacting GTM teams.
- Build and maintain advanced reports and dashboards in CRM systems and PowerBI.
- Provide data-driven insights to inform key business decisions.
- Participate in ad hoc projects and support broader GTM initiatives as required.
- Maintain and optimise CRM workflows, troubleshoot issues, and implement systematic enhancements to improve efficiency.
- Refine processes to resolve operational inconsistencies and bottlenecks impacting GTM teams.
- Manage and maintain sales-enabling tools (e.g., email prospecting, call recording, contract management).
- Build and maintain advanced reports and dashboards in CRM systems and PowerBI.
- Provide data-driven insights to inform key business decisions.
- Participate in ad hoc projects and support broader GTM initiatives as required.
- Participate in other projects or duties
SUPERVISORY RESPONSIBILITIES:
- N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Innovative thinker with strong analytical skills and a creative approach to problem-solving.
- Proven track record of being highly motivated, self-directed, and able to take ownership of projects from conception to completion, beyond executing pre-defined plans.
- In-depth understanding of industry trends and the B2B SaaS landscape.
- Familiarity with CRM systems and their functionality, including Salesforce.com.
- Advanced skills in Microsoft Excel and Power BI, with experience leveraging these tools for analytics and reporting.
- Sound business judgement, with a demonstrated ability to influence stakeholders, lead data-driven analyses, and deliver actionable outcomes.
- Experience in extracting insights from data sets in commonly used platforms (e.g., Excel, Power BI, Salesforce).
- Expertise in Sales Strategy, Sales Programmes, or Revenue Operations, including the ability to design or influence revenue-generating sales campaigns and initiatives.
- Strategic thinker capable of translating broad visions and concepts into structured plans, measurable actions, and tangible results.
- Problem solver with a natural affinity for addressing complex challenges and building innovative processes.
- Excellent communication skills, including the ability to articulate complex ideas clearly and effectively in both written and verbal formats, with strong presentation skills.
- Strong organisational skills with exceptional attention to detail, including the ability to manage multiple priorities and deadlines.
EDUCATION AND TRAINING:
- Bachelor’s degree in Business or a related field, or equivalent experience.
- Deeply experienced in sales or revenue operations, finance, business applications, or accounting systems and processes.
- Expertise in developing and working with sales metrics and data models.
- Proven experience in collecting and synthesising data, measuring key sales metrics, and using insights to drive sales, sales credit, and programme effectiveness.
- Demonstrated ability to create and support a comprehensive Salesforce.com (SFDC) dashboard and reporting programme.
- Experience supporting an enterprise sales organisation.
- Skilled in developing and leading Sales Operations processes.
- Experience rolling out sales programmes, methodologies, or other significant change management initiatives within a sales organisation.
- Sales experience is an advantage.
- Salesforce certification(s) or equivalent qualifications preferred.
- Or an equivalent combination of education and experience.
Other Qualifications
The Winning Way behaviours 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.
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.