This position is responsible for identifying and developing new business opportunities, building, and expanding the presence of the Vertex in its existing and growing ecosystem. This role will also serve as a connection point to sales, marketing, technology, and strategy teams, which are fundamental to success. Will be involved in both strategic and execution-oriented in developing new business revenue opportunities. Focused on potential value creation opportunities to further leverage our IP and related assets across existing and new markets and relationships - with key intent to assess against value capture criteria and operationalization - the business development activities would address current and emerging potential prospects, technological advancements and disruptive forces, existing and new partners, alliances as well as competitors.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

Work directly with influential decision-makers at the highest level of the client organization to build on the value proposition and close the business.

Execute a strategy that differentiates Vertex offerings from those of competitors yet remains flexible enough to allow engagements to be fulfilled by multiple service providers when necessary.

Identify new areas of opportunity for standard services arrangements, including new product opportunities and / or requirements.

Address current and emerging potential prospects, technological advancements and disruptive forces, existing and new partners, alliances as well as competitors.

Provide monthly forecast reports on the status of pipeline activity in process and expected to be closed.

Use SalesForce.com to maintain prospective client pipeline and provide status of accounts in the consulting selling process for monthly forecast reporting and planning purposes

Work well in a collaborative team environment.

Other functions may be assigned, and management retains the right to add or change the duties at any time.

Occasional travel required. (approximately 30%)

Participate in other projects or duties.

KNOWLEDGE, SKILLS AND ABILITIES:

Skilled at developing and presenting the strategic vision and value proposition to senior client executives to close large engagement projects.

Ability to apply broad expertise or unique knowledge and professional concepts to develop resolutions to critical issues.

Ability to manage multiple complex, high visibility or high impact projects simultaneously.

Ability to work without supervision. Complete latitude for decision making.

Ability to create formal networks with key decision makers.

Ability to listen and understand information and communicate the same.

Must possess strong interpersonal, organizational, presentation and facilitation skills.

Must be results oriented and customer focused.

Proficiency in Microsoft Office packages.

EDUCATION AND TRAINING:

Degree in accounting, tax or related business field or equivalent work experience is required

10-15 years of directly related experience including M&A, global partnering, digital and non-digital businesses, etc.

Advanced degree is preferred

CPA, Tax/Tax Technology or Tax Professional Certifications and/ or Credentials are strongly desired

Experience selling professional consulting services to C-Level executives and exceeding revenue targets is highly desired.

Tax application experience working with ERPs (SAP, Oracle, JD Edwards, PeopleSoft or data warehousing and business intelligence (BI) applications is highly desired

Ability to collaborate with sales and consulting team members to engage clients in a way that builds credibility and increases services opportunities

Strong written and oral communication skills are required

Or equivalent combination of education and/or experience

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.

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.

Vertex Values: Together We Win

We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.

Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.

Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.

Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.

Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.

Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Basis: Monthly

The expected base salary range for this role varies by location and is expressed in local currency. The posted range reflects the anticipated hiring range for successful candidates at the time of hire, based on relevant job‑related skills, experience, geographic location, and business needs. Base pay offered to new hires may vary within the posted range depending on individual qualifications and market considerations.

The posted salary range reflects compensation at the time of hire. Employees may experience additional compensation growth over time through performance‑based increases, expanded responsibilities, role progression, or internal career opportunities, in accordance with company policies and local practices.

In addition to base pay, this role may be eligible for other elements of Vertex’s total compensation package, which may include participation in the Vertex Bonus Plan (VOB), a role‑specific sales commission or bonus, and/or equity grants, where applicable.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In all cases, compensation will comply with applicable local pay transparency and minimum wage requirements.