Vertex Inc. · 3 months ago
Sales Engineer Principal
United States
Full-time
Remote
Lead/Staff
$143K/yr - $186K/yr
15+ years expVertex Inc. is a company that focuses on providing innovative solutions in tax management and information technology. The Sales Engineer Principal will develop client solutions, manage sales cycles, and assist in proposal development to meet the complex demands of tax transactions.
ComplianceDocument ManagementSoftware
Responsibilities
Operate independently to manage multiple sales cycles with the sales force
Make decisions and prioritize sales engagements in a way that maximizes the overall opportunity for Vertex
Act as a subject matter expert in specific tax and industry disciplines such as Value Added Tax (VAT), Lease Tax, Retail industry, etc
Assist Sales Management in developing sales strategy and tactics to best position Vertex to win business. Formulate solutions and alternatives to address client requirements and combat competitive positioning
Serve as a functional and tax expert to clients during the sales process
Work with Account Executives to develop complex proposals that reflect an in-depth understanding of the client’s requirements, including tax/technical environments and recommendations
Assist in determining tax and business process re-engineering alternatives to assist clients in meeting business objectives
Assist Account Executives in developing client sales strategy, developing and responding to RFPs
Develop and lead product demonstrations with potential client tax, IT, and system administration professionals that are specific to the client’s business requirements
Execute client sales strategy in a manner that ensures that commitments are met, potential problems anticipated, and surprises avoided
Engage appropriate Vertex subject matter experts and third-party partners as needed in sales activity, proposal development, and project delivery
Transition project strategy and implementation, objectives, and scope to the delivery team to ensure a smooth transition and execution of the project plan
Serve as a customer advocate to relay enhancements to the product teams; document market and competitive information to be used by product and strategy teams
Develops internal sales tools and performs training for Account Executives
Travel requirement of at least 60% of the time
Participate in other projects or duties
Qualification
Required
Working knowledge of major ERP systems (Oracle, SAP, Microsoft)
Ability to independently manage projects and make decisions across multiple opportunities and/or priorities
Strong interpersonal skills with the ability to effectively work with Account Executives
Strong presentation skills for external presentations to various-sized audiences
Must be able to multitask by working with various Account Executives across various opportunities
Tax or legal background required
Proficiency in Microsoft Office packages is required
Must manage time and priorities effectively by completing tasks in a timely manner
Ability to listen and understand information and communicate the same
Must possess good organizational skills
Must be results-oriented, customer-focused, and exhibit good interpersonal skills
Bachelor's Degree in Information Technology or a related field or equivalent
Or equivalent combination of education and experience
Preferred
Fifteen (15) or more years of experience with business systems, transaction tax experience preferred
Experience operating in a team-selling environment preferred
Experience working with clients to understand and build requirements
Experience developing client solutions to address business requirements
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
H1B Sponsorship
Vertex Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (18)
2023 (7)
2022 (13)
2021 (5)
2020 (7)
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
Company data provided by crunchbase