West Coast Account Executive, Income Tax

Responsibility of this role is to generate revenue for Vertex through the sale of Vertex solutions to target corporate accounts in the Western Region.  Develop strategies and account plans to penetrate target accounts. This will include navigating through an organization to leverage Vertex solutions as an enterprise-wide, global value proposition. This person is responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions. This includes the development of long-term relationships with customers as well as the development of account plans for new relationships. Target accounts include new and existing customers within an assigned territory

1. Generating sales contract dollars for Vertex.  Selling Vertex solutions to targeted accounts. Includes targeting specific accounts, developing strategy, gaining a clear understanding of companies' tax and technical environments and selling Vertex solutions that best fit such requirements.

2. Drive Opportunities at the strategic and tactical level. Selling the enterprise–wide value proposition associated with Vertex solutions to the highest levels within our customers’ organizations. Includes establishing relationships with key customer and partner contacts and selling into complex, multi-department enterprises at the Executive level. Includes developing strategy with Sales Management to manage and maximize accounts' value to Vertex. 

3. Territory planning and execution.  Identify target accounts and sales activities to maximize pipeline and revenue opportunities. 

4. Understanding of clients’ key business objectives, current state vs. desired state.  Proposing Vertex solutions to help client realize goal state of tax automation.

5. Enhance job knowledge.  Staying abreast of customer-related news and developments, attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing and/or maintaining proficiency in the latest productivity and technical tools. Apply broad knowledge of Vertex’s services, products, and marketing techniques to develop opportunities and close sales.

6. Effectively utilizes Oracle CRM.  Tracking all sales leads and opportunities within the Oracle Sales application including all key contacts, discussions, attaching shared documentation and following through on Vertex sales processes.

 

 

Education and Training:  Bachelor's degree in Business, Marketing, Tax or related field preferred.

2.  Experience: Two years of software sales experience required.