Vertex Inc. · 6 hours ago
Lead P+C Ops Generalist
United States
Full-time
Remote
Senior Level, Lead/Staff
$114K/yr - $149K/yr
8+ years expVertex Inc. is a company focused on providing advanced P+C operations services, and they are seeking a Lead P+C Operations Generalist. This role involves managing complex HR issues, leading operational initiatives, and mentoring team members to enhance service delivery and employee experience globally.
ComplianceDocument ManagementSoftware
Responsibilities
Manage complex, sensitive, or ambiguous issues, including advanced intake, assessment, documentation, and partnership with ER, PCBPs and Legal, as needed
Serve as a Tier‑2 subject matter expert for policy interpretation, HR systems issues, and escalated inquiries requiring strong judgment
Coach P+C Operations Generalists on case handling standards, documentation quality, and escalation frameworks
Lead data analysis efforts using advanced to identify insights, risks, or patterns
Lead support of Shared Services Center support of P+C operational cycles such as compensation, benefits enrollment, performance management, and compliance audits
Develop and standardize SOPs, process maps, and knowledge base content to drive consistency and quality in shared services operations
Maintain and enhance knowledge base articles, FAQs, SOPs, and training materials to support global P+C Operations scalability
Monitor performance against SLAs and proactively recommend solutions to enhance service delivery
Perform advanced Workday transactions
Partner with P+C Technology teams on configuration updates, testing, and new releases
Partners with external vendors (poster compliance, background checks, etc.) to resolve escalations and ensure seamless service delivery
Serve as an operational point of contact for Vertex’s immigration program, ensuring timely and compliant processing of visa, work authorization, and sponsorship activities
Partner with Legal, external immigration counsel, and PCBPs to resolve case‑specific questions, escalations, or document requirements
Advise managers and employees on immigration‑related processes, timelines, and policy considerations, ensuring consistent and compliant guidance
Maintain accurate records, monitor expirations, and support proactive risk mitigation related to global mobility and work authorization
Contribute to improvements in immigration workflows, documentation, and communication materials to enhance the employee experience
Collaborate with P+C Business Partners, Centers of Excellence, Payroll, IT, and Legal to resolve escalations and ensure aligned, compliant outcomes
Provide advisory support on policy changes, impacts, and operational readiness
Ensure alignment of regional practices with global processes, identifying areas for standardization and coordinating with global team members
Assist in developing globally consistent case management and service delivery frameworks
Mentor P+C Operations Generalists, lead informal capability-building sessions, and model best practices in communication, documentation, and problem‑solving
Qualification
Required
Advanced knowledge of HR practices, employment law, and compliance requirements
Strong proficiency across compensation, benefits, onboarding/offboarding, immigration, and performance processes
Skilled in complex issue intake, documentation, triage, and policy interpretation
Advanced Workday expertise, including troubleshooting, auditing, and data validation
Proficiency with case management tools (ServiceNow, Zendesk, Jira)
Strong analytical skills
Ability to lead without direct authority through expertise, coaching, and guidance
Strong cross-functional partnership with PCBPs, COEs, Legal, Payroll, and IT
Effective change leader with sound judgment balancing compliance, risk, and business needs
Experience leading cross-functional initiatives and process redesign efforts
Team support for operational cycles as Tier 1
Strong quality assurance skills and continuous improvement orientation
Clear communication style with ability to simplify complex issues
Skilled in handling sensitive situations
Strong writing skills and high integrity in managing confidential information
Strategic thinker with ability to identify patterns and long-term impacts
Resilient and adaptable in fast-paced, evolving environments
Strong ownership mindset with consistent follow-through and accountability
8-10 years of progressive HR generalist or HR operations experience, including case management
Demonstrated expertise in shared services, operational execution, and cross functional collaboration across domestic and global environments
Advanced proficiency in Workday and Microsoft Office applications
Preferred
Bachelor's Degree in Human Resources, Business Administration, or related field required; advanced credentials preferred
SHRMCP, SHRMSCP, PHR, or SPHR certification strongly preferred
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
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