Account Executive IV

Job Opportunity

This position is responsible for generating revenue for Vertex through the sale of Vertex solutions to prospects and existing clients. Develop strategies and plans to penetrate a defined territory and targeted accounts. This will include navigating through an organization to leverage Vertex solutions as an enterprise-wide, global value proposition. Responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions. This includes the development of long-term relationships with clients as well as the development of account plans for new relationships. Target accounts include new and existing clients within an assigned territory. Works without supervision, exhibiting extensive latitude for independent judgment on highly complex opportunities.

Essential Job Functions & Responsibilities

• Generate revenue for Vertex by selling Vertex tax compliance solutions in a defined geographic territory. Includes managing sales opportunities, targeting specific accounts, and overall territory management.
• Responsible for proposal preparation, negotiating all aspects of the proposed solution, and closing business.
• Drive opportunities at the strategic and tactical level by selling the enterprise-wide value proposition associated with Vertex solutions to the highest levels within our clients' organizations.
• Includes establishing relationships with key client and partner contacts and selling into complex, multi-department enterprises.
• Understand the client's requirements, direction, and strategic vision of tax by building client relationships at the highest levels of all business areas, providing valuable input that influences their vision and tactics, and developing plans to assist them in achieving their goals. Developing and responding to RFPs, developing joint proposals with Vertex Consulting, and fostering relationships / partnerships between Vertex, client(s), and / or partners.
• Present client-specific, tailored Vertex solutions by working with client contacts to understand business, tax, and technical requirements.
• Work with key client contacts to help sell the Vertex value proposition throughout their organization.
• Track and manage territory activity : Develop, implement, and monitor territory lead generation activities as needed to support quota / territory goals. Accurately forecasting sales pipeline on an ongoing basis. Make use of CRM tool to track key data associated with sales opportunities and pipeline.
• Enhance job knowledge by staying abreast of client-related news and developments, attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional societies, and 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.
• Coordinate selling team efforts by managing the sales process and coordinating appropriate subject matter experts as required to present a tailored Vertex solution to the client. Must be able to coordinate a selling team and leverage various skill sets to effectively develop and present the best possible solution for the client.
• Assists less experienced peers.
• Lead or participate in other projects or duties as assigned.

Knowledge Skills & Abilities

What You Bring

Other Qualifications

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.