Regional Account Executive

Job Description:

Position Overview: This position is responsible for the sales and account management activities associated with assigned prospects and Vertex customer accounts. This includes account management strategies as well as engagement and expansion plans to ensure profitable growth within these customers. The focus of this position is to maximize the value that customers and Vertex receive through adoption and use of the Vertex Solutions. The RAE is expected to serve as the primary point of contact for the customer and to maintain customer satisfaction through issue mitigation and escalation management. The RAE is responsible for retention of the revenue associated with customers within their portfolio, effective positioning of the specific Line of Business value proposition to leverage adoption of our solutions and services necessary to support the customer. RAEs are field-based and will be assigned to global multinationals with approximately 100 – 150 designated accounts, this role will also carry a quota.

Essential Job Functions & Responsibilities:

• Develop and implement account strategies and plans that further existing account adoption and identify new business opportunities within assigned accounts.
• Expand the customer relationship, resulting in an increase in overall account value.
• Ensure rapid adoption and enablement of solutions that drive value for the customer.
• Expand tax process automation across Vertex Line of business applications.
• Increase and expand the customer’s usage of Vertex Enterprise (VE).
• Track performance and overall customer satisfaction.
• Meet or exceed account-specific revenue and profitability goals for account portfolio including but not limited to renewals, subscription software expansion, and services billings.
• Maintain a close working relationship with other Vertex cross-functional teams (such as Solution Engineering, Alliances, Solution Sales Consulting, and Global Professional Services).
• Act as primary escalation point for those accounts within their portfolio.
• Drive opportunity development (including growth and qualification of pipeline in conjunction with assigned Account Executives) and accurate forecasting growth opportunities.
• Facilitate quarterly Account Reviews with customer and Account team members to confirm ongoing customer account goals and strengthen relationships.
• Manage new account assignment into portfolio of accounts.
• Travel required - 25% time estimated.
• Participate in other projects or duties.

Knowledge, Skills, and Abilities:

• Selling, Account Management, or delivering consulting services.
• Managing complex customer engagements, including VP and C-level communications.
• Complex Account Management.
• Proficiency in Microsoft Office: Excel, PowerPoint, Word, and Outlook.
• Ability to apply broad expertise or unique knowledge and professional concepts to develop resolutions to critical issues.
• Ability to manage multiple complex, high visibility, or high impact projects simultaneously.
• Ability to work without supervision. Complete latitude for decision making.
• Ability to create formal networks with key decision makers.
• Ability to listen and understand information and communicate the same.
• Must possess strong interpersonal, organizational, presentation, and facilitation skills.
• Must be results-oriented and customer-focused.

Education and Training:

• Bachelor's degree required.
• 8+ years of experience in Tax Technology sales and/or consulting service required.
• Commercial experience including experience developing account management plans and contract negotiation required.
• Line of Business specific experience - Income Tax or Transaction Tax required.
• Tax Technology or Tax Professional Certifications and/or Credentials preferred.
• ERP financial application training a plus.
• Or equivalent combination of education and/or experience.