Vertex Inc. · 3 months ago
Solution Sales Consultant IV
United States
Full-time
Remote
Senior Level, Lead/Staff
$119K/yr - $155K/yr
10+ years expVertex Inc. is a company that specializes in providing tax solutions and professional services. The Solution Sales Consultant IV role is responsible for selling consulting services to new and existing customers while meeting revenue objectives and collaborating with internal teams to identify product needs.
ComplianceDocument ManagementSoftware
Responsibilities
Possesses expert skills to manage quota, forecast, and sales pipeline within a defined territory/segment to achieve organizational objectives for products and professional service sales
Possesses expert skills to facilitate discovery conversations with new and existing customers to identify critical information to determine the proper engagement scope, and present timely and transparent solutions
Works with the Account Executives to determine the best solution approach with clients to maximize revenue within a business channel. This includes assisting the Account Executive with selling the organization's overall solution, including software and services
Collaborates with the Account team to develop strategies to be used in the sales process to sell the value of the organization's products and services
Identifies critical differences between the company's offerings and competitors yet remains flexible enough to allow engagements to be fulfilled by multiple service providers when necessary and as appropriate to ensure customer satisfaction and revenue targets are met
Illustrates how the organization's Solutions (product and professional services) can play a more significant role in customer success in addressing their indirect tax calculation, reporting, and compliance requirements
Establishes relationships with key stakeholders within organizations to identify the strategic value that the company's products and services will bring to their business
Works in tandem with the client’s subject matter experts (“SMEs”), including C-level execs, tax professionals, and ERP System implementers, to understand their organization’s needs and strategic direction and create a deployment strategy that aligns and scales with the plans of the organization
Defines the implementation strategy for the customer’s project by delivering Statement of Work (“SOW”), RACI diagrams, and Gantt tables
Negotiates all aspects of the implementation strategy and terms and conditions defined in the consulting sales artifacts
Prescribes support practices for post-implementation
Works with Consulting leaders to ensure successful knowledge transfer and onboarding of new customers
Collaborates with the legal department to strategize on redlines to Statement of Works and Master Agreements to close business
Represents the SSA team in internal cross-functional meetings
Acts as a liaison between Sales and Consulting
May lead projects and perform other duties as assigned
Occasional business travel may be required
Qualification
Required
Expert understanding of the Order-to-Cash and procure-to-pay process in North America
Expert understanding of ERP and Financial systems
Ability to present with confidence when engaged in the sales process
Expert understanding of Project Management methodology
Good writing skills are needed to articulate the organization's sales deliverables in the sales cycle
Expert knowledge in negotiating, decision-making, and oral communication
Willingness to develop understanding in time management, active listening, process engineering/reengineering, optimization, and change management
Proficiency in Microsoft Office applications
Ability to be results-driven and manage multiple opportunities at one time
Fluency in English is required
Bachelor's Degree in Business, Computer Science, or related discipline
Ten (10) plus years of experience in selling tax solutions or enterprise software applications and professional services
Or equivalent combination of education and experience
Preferred
Expert experience with Retail Industry applications, e-commerce platforms, source-to-pay platforms, or other systems requiring tax automation preferred
Expert understanding of ERP, Tax/Tax Technology, or Tax Professional Certifications or Credentials recommended
Prefer in-depth tax application experience working with ERPs, SAP, Oracle, JD Edwards, Microsoft, other In-house applications, and Vertex products
Benefits
Vertex Bonus Plan (VOB)
Role-specific sales commission/bonus
Equity grants
Company
Vertex Inc.
The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$345M2024-04-23Post Ipo Debt· $345M
2020-07-29IPO
Leadership Team
David DeStefano
Non Executive Chairman
Recent News
The Real Deal
2026-01-15
2026-01-06
Yahoo Finance
2026-01-06
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