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Field Consultant Principal

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

Bachelor’s Degree in Computer Science or related field, 15+ years experience in Vertex Tax/Technology Implementations and Project Management.

Key responsabilities:

  • Lead and mentor team members
  • Provide direction, instruction, guidance to achieve goals
  • Manage client relationships and subject-matter expert in specialization
  • Supervise and be financially accountable for projects
  • Oversee all phases of Vertex Tax Technology implementation projects
Vertex Inc. logo
Vertex Inc. Computer Software / SaaS Large https://www.vertexinc.com/
1001 - 5000 Employees
About 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. This complexity demands intelligent solutions that enable businesses to satisfy tax obligations and support growth opportunities. The Trusted Leader in Tax Technology We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence. Our software, content and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide. We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions. Our culture is the foundation of everything we do, guided by a common purpose to build trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains and inspires talented professionals to achieve their full potential. We employ over 1,100 full-time professionals today in the US, Europe and Brazil.
See more Vertex Inc. offers

Job description

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Your missions

Job Description:

This position is a senior level, leadership consultant role with the ability to work independently and provide mentoring and guidance to team members.  As a Principle Consultant Lead, responsibilities will include providing direction, instructions, and guidance to a group of individuals which comprise the team, for the purpose of achieving a certain goal or set of goals.    The Lead may include managing the overall relationships with clients.  This position is recognized as a subject-matter expert and thought leader in their functional area of specialization.  Responsibility for the management and direction of multiple, medium to large implementation and sales support projects or function as a highly skilled individual contributor.  This role has supervisory and financial accountability responsibility. 

This position is responsible for all phases of a Vertex Tax Technology implementation, 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 at least one Vertex software partner host application. 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.
•
May provide oversight and collaborate with less experienced Vertex Consultants on implementation projects tasks while coordination 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 Principal Vertex Consultants and Practice Leads and contributes to projects as needed.
•
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
•
Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
•
N/A
KNOWLEDGE, SKILLS AND ABILITIES:
•
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, troubleshooting and design skills.
•
Strong communication and interpersonal skills.
•
ERP knowledge a plus
•
Ability to maintain expected attendance at work.
•
Effective time management skills
•
Ability to manage job-related and personal stress effectively.
•
Has or has gained knowledge and understanding of the Vertex business, our industry and marketplace.
•
Willingness to work overtime, holidays, and weekends based on business need.
EDUCATION AND TRAINING:
•
Bachelor’s Degree in Computer Science or related discipline
•
Fifteen (15) plus years of experience in Vertex Tax / Technology Implementations and Project
•
Management, with strong knowledge of one or more host application/Vertex Partner software applications.
•
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).
•
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.

Required profile

Experience

Industry :
Computer Software / SaaS
Spoken language(s):
Check out the description to know which languages are mandatory.

Hard Skills

Soft Skills

  • Time Management
  • diagnostic-skills
  • verbal-communication-skills
  • analytical-skills
  • collaboration
  • social-skills
  • Relationship Building
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