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Manager - Strategy

Role overview

Qualifications

  • Bachelor’s degree in a relevant discipline
  • Master’s degree preferred
  • 5 to 8 years of work experience, with a minimum of 5 years of strategy consulting experience
  • Excellent interpersonal and communication skills

Responsibilities

  • Break down complex problems and structure and scope related projects
  • Conduct primary and secondary research and perform rigorous data analysis
  • Create strategic frameworks and financial models
  • Develop presentations to clearly communicate problem space, analysis, and insights

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • Strategy Manager
  • English

Hard skills

Other skills

  • Research
  • Intellectual Curiosity
  • Communication
  • Innovation
  • Problem Solving
  • Social Skills

About the company

Vertex Inc. logo

Vertex Inc.

RegTech (Regulatory & Compliance Technology)

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.

Company details

Company typeLarge
IndustryRegTech (Regulatory & Compliance Technology)
Company size1001 - 5000

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Job description

Job Description:

We are seeking a Manager, Strategy to help shape Vertex’s corporate and business strategy. You will be part of the Chief Strategy Office (CSO). 

As a member of the CSO, you will have the ability to work on impactful and complex projects with high visibility. Example projects include customer segmentation, new market evaluations, pricing and business model development, and growth opportunity exploration, among others. Projects will entail collaboration with executives, cross-functional business partners, and external stakeholders. 

Roles and Responsibilities 

  • Break down complex problems and structure and scope related projects. 

  • Conduct primary and secondary research and perform rigorous data analysis. 

  • Create strategic frameworks and financial models (on par with leading consulting firms). 

  • Develop presentations to clearly communicate problem space, analysis, and insights. 

  • Support creation of CEO and Board of Directors level communication. 

  • Stay current on market, regulatory, and technology trends relevant to Vertex. 

Key Requirements 

  • Bachelor’s degree in a relevant discipline. Master’s degree preferred. 

  • 5 to 8 years of work experience, with a minimum of 5 years of strategy consulting experience. 

  • Led cross-functional workstreams on high-stakes strategy initiatives, driving alignment with executive objectives, ensuring rigorous execution against timelines, and delivering actionable, high-impact outcomes. 

  • Excellent ability to structure complex problems. 

  • Exceptional research, analytical and problem-solving skills. 

  • Intellectual curiosity and ability to learn new subjects quickly. 

  • Ability to deliver high quality analysis and supported points of view. 

  • Crisp ability to convey complex ideas in written form (e.g., memos, slide presentations). 

  • Excellent interpersonal and communication skills. 


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 Transparency Statement:

US Base Salary Range: $131,600.00 - $171,100.00

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

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

*In no case will your pay fall below applicable local minimum wage requirements.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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