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Job Description:
JOB SUMMARY:
We are seeking a highly analytical, strategic-minded Process Improvement Coordinator to play a role in identifying and implementing process improvements within the organization. This individual will work closely with various teams to analyze current processes, identify areas for improvement, and implement changes to enhance efficiency and effectiveness. Collaborate with cross-functional teams to develop and implement innovative process improvements that drive organizational success. Your efforts will directly contribute to the company's success by optimizing workflows, reducing costs, and improving overall efficiency.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
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Analyze existing processes and identify areas for improvement
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Collaborate with cross-functional teams to develop and implement process improvements
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Monitor and measure the effectiveness of implemented improvements
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Communicate effectively with team members and stakeholders
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Provide training and support to team members on new processes and best practices
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Continuously seek opportunities for further improvement and optimization
SUPERVISORY RESPONSIBILITIES:
This role will not have direct reports, however the role will function as a team leader during project and process transformation projects. As such, the individual will need to have leadership and organizational skills.
KNOWLEDGE, SKILLS AND ABILITIES:
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Strong understanding of process improvement methodologies and best practices
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Excellent analytical and problem-solving skills
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Ability to work effectively with cross-functional teams
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Strong communication and collaboration skills
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Agile mindset and ability to adapt to changing project requirements
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CRM Tool knowledge: Understand of Salesforce or other related CRM types of tools for analysis and reporting
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Data Interpretation: Ability to interpret and make strategic recommendations based on data analysis.
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Collaboration: Capability to work collaboratively with various teams, including finance, sales, and IT.
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Adaptability: Able to adapt to new tools, technologies, and methodologies in a rapidly changing environment.
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Critical Thinking:
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Ability to think critically about data and its impact on the business.
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Continuous Learning: Willingness to continuously learn and stay updated with the latest trends in business intelligence, advanced analytics, and SaaS metrics.
EDUCATION AND TRAINING:
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A bachelor's degree in a relevant field or equivalent experience
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Prior experience in process improvement and project coordination
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Minimum 2 years in a Customer Support Center
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2 years (preferred) SaaS Support experience
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Demonstrated advanced analytics and project management experience.
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Training in database management, warehousing technologies, and SQL for data manipulation
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Excellent communication skills, both verbal and written.
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Ability to work cross-functionally and manage multiple priorities.
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.
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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