Vertex Inc.VI

Field Consultant Principal

Vertex, Inc. is a premier provider of tax technology solutions, helping businesses manage indirect tax compliance with innovative automation tools since 1978.

Vertex Inc.

Employee count: 1001-5000

United States only

Job Description:

JOB SUMMARY:

The Principal SAP Consultant has responsibility for all phases of a Vertex Tax Technology implementation into SAP, including performing project planning, requirements definition, system configuration, testing, knowledge transfer, and development of custom documentation. This role has project accountability responsibility while delivering services and project deliverables in support of the deployment of Vertex tax technology products. In this role you will Identify and investigate client implementation issues and concerns, manage expectations, and provide recommendations, alternatives, risks and benefits, advice and guidance during all phases of the implementation. You are required to work collaboratively and build relationships with client tax, IT staff and other 3rd party advisors and consulting resources on the client engagement. This role requires significant subject matter expertise in both Vertex applications and SAP. The role may also require the ability to effectively identify and deliver tax process solutions and other value-added services that contribute to Vertex’s revenue and profit objectives.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

  • Independently manages and ensures all phases of Vertex projects including, review and analysis of client requirements, solution design and build, testing and providing client support as needed, is accomplished.
  • Provide oversight and collaborate with less experienced Vertex Consultants on SAP implementation project tasks while coordinating as Project Lead and Project Manager on several projects and provide guidance, direction and assign project tasks in support of SOW and project.
  • Continues developing leadership traits, gains industry knowledge and project implementation skills and takes guidance from Practice Leaders, and contributes to projects as needed.
  • Provide review and analysis on solutions created by others.
  • Exercise sound judgment to manage the day to day client relationship and expectations.
  • Responsible for maintaining a high degree of customer satisfaction
  • When appropriate, assist consulting Business Development in developing statements of work.
  • Assist with the on-boarding and training and development of new team members

SUPERVISORY RESPONSIBILITIES:

None

KNOWLEDGE, SKILLS AND ABILITIES:

  • High level knowledge of all facets of SAP, both Sales and Purchasing transaction codes.
  • High level knowledge and understanding of Vertex Software and Vertex Tools.
  • Knowledge of implementation/consulting, customer service and vendor practices.
  • Knowledge of software development methodologies and implementation/testing techniques appropriate to Windows, Legacy and/or client server database applications.
  • Ability to manage multiple tasks, work in a team environment and understand the 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, trouble-shooting and design skills.
  • Strong communication and interpersonal skills.
  • Ability to maintain expected attendance at work.

· Effective time management skills

  • Ability to manage job-related and personal stress effectively.
  • Willingness to work overtime, holidays, and weekends based on business need.

EDUCATION AND TRAINING:

  • Bachelor’s Degree in Computer Science or related discipline
  • 7-10 years of relevant work experience in Vertex Tax / Technology Implementations and Project Management, with strong knowledge of one or more host application/Vertex Partner software applications.
  • Six years in-depth tax application experience working with systems such as SAP (ECC, S4/Hana. ERP, etc.)
  • Has 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).

OTHER QUALIFICATIONS APPLICABLE TO ALL POSITIONS AT VERTEX:

  • Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments to both internal and external customers; by solving customer problems quickly and effectively while demonstrating good interpersonal skills; and by seeking ways to improve the value of Vertex products and services.
  • Contribute to a highly productive work environment by striving for excellence through exceeding expectations; following and/or improving on established work procedures and methodology; responding to information flow in a timely manner; and acting on performance improvement opportunities where available.
  • Foster effective communication and work relationships by practicing active listening skills in order to first understand others and effectively communicating the same.
  • Embrace continuous improvement by proposing new and/or better ways of doing things; supporting the creative and innovative ideas of others; seeking to enhance the core competencies of Vertex wherever possible; and by being receptive and willing to change.
  • Promote the fiscal and operational vitality of Vertex by demonstrating an awareness, understanding and fulfillment of the stewardship responsibility which all employees have for the sound use and preservation of the resources, tools and equipment made available to them; and by demonstrating an understanding of, and adherence to, all Vertex Corporate Policies, Procedures and Guidelines.

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.

About the job

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Job type

Full Time

Experience level

Senior
Manager

Location requirements

Hiring timezones

United States +/- 0 hours

About Vertex Inc.

Learn more about Vertex Inc. and their company culture.

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Vertex is the leading and most-trusted provider of comprehensive, integrated tax technology solutions, having helped over 10,000 businesses since 1978. They focus on empowering companies with tax compliance solutions that deliver greater accuracy, transparency, and savings. With its robust tax automation capabilities, Vertex addresses the complexities of indirect tax management in a rapidly changing regulatory landscape.

The company offers a single integrated platform that streamlines tax compliance and simplifies real-time reporting and e-invoicing management, ensuring continuous compliance at every stage of the tax lifecycle. Vertex's commitment to innovation is reflected in its partnerships with leading organizations and its dedication to fostering diverse internal teams. Their culture is built on collaboration, empowerment, and continuous improvement, creating an environment where talented professionals can thrive.

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Vertex Inc.

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Vertex Inc. hiring Field Consultant Principal • Remote (Work from Home) | Himalayas