Vertex Inc. · 1 day ago
Field Consultant IV
United States
Full-time
Remote
Senior Level
7+ years expVertex Inc. is a leading provider of tax technology solutions, and they are seeking an experienced Field Consultant IV to lead and deliver tax technology implementation projects. This role involves overseeing all phases of project delivery, providing expert guidance, and fostering client relationships to drive business growth.
ComplianceDocument ManagementSoftware
Responsibilities
Lead engagements of varying complexity from initiation through completion, ensuring seamless integration and high-quality outcomes
Manage strategic customer relationships, driving ongoing business development and fostering long-term partnerships
Successfully manage multiple complex projects concurrently, ensuring alignment with client objectives and organisational standards
Maintain a proven track record of delivering projects on time, within budget, and without non-product-related escalations
Independently handle client escalations on assigned engagements, ensuring timely resolution
Build and manage partner relationships within assigned projects to strengthen collaboration and outcomes
Serve as a recognised subject matter expert, actively sought out within the practice and across functions such as Sales and Product Management for deep technical insights
Proactively identify and pursue additional software and service opportunities, driving client value and business growth
Build and maintain trusted customer references, strengthening credibility and long-term relationships
Resolve project escalations promptly and effectively, maintaining client confidence and project stability
Communicate and collaborate effectively across the organisation and with clients, vendors, and third-party consultants to ensure seamless project execution
Deliver consultative guidance on technical deployments to ensure successful implementation
Lead client technical training sessions to ensure successful adoption and utilisation of solutions
Monitor and follow up on project task status with internal teams and external resources to prevent delays and maintain timelines
Mentor Field II and III consultants; provide technical guidance and support onboarding
Qualification
Required
Expert knowledge of Vertex products, integrations, and related host systems
Advanced project management expertise for Vertex deployments, including resource allocation, documentation validation, specification review, level-of-effort estimation, project planning, scope control, and budget management
Deep understanding of tax functionality in various business processes, applicable tax rules, common business processes, and best practices in automating tax data management
Working knowledge of XML/SOAP, JSON/REST and Webservices development concepts
In-depth knowledge of all Vertex Products for OnPrem Deployments (O Series/LITE/EDGE/Returns), all Vertex SaaS solutions (VOD, OSC, e-Invoicing), and system integrations and APIs
Strong communication and interpersonal skills
Ability to manage multiple tasks, work in a team environment, and be responsive to project and customer needs
Ability to adapt and function effectively in a fast-paced, changing environment, while working under deadlines
Solid analytical, presentation, troubleshooting, and design skills
Effective time management skills
Bachelor's Degree in Computer Science or related discipline
7–10+ years of experience in Vertex Tax/Technology Implementations and Project Management, with strong knowledge of one or more host application/Vertex Partner software applications
In-depth tax application experience working with public accounting firms and/or Fortune 1000 companies in the area of transaction tax (e.g., multi-state/VAT)
Or equivalent combination of education and/or experience
Expert Vertex O Series Implementor for O Series Functional Resources
Preferred
Custom development experience is a plus
ERP knowledge is a plus
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
2026-01-06
Yahoo Finance
2026-01-06
2025-12-11
Company data provided by crunchbase