Full-Time
Senior Manager
Strategy
Posted on 8/25/2025
Vertex
1,001-5,000 employees
Tax technology software for global compliance
Compensation Overview
$157.9k - $205.4k/yr
Pennsylvania, USA
Remote
 Business & Strategy (1) |
|---|
- Strategic mindset with the ability to translate technical AI initiatives into strategic business outcomes
- Strong understanding of AI/ML capabilities and typical use cases across enterprises
- Deep familiarity with enterprise AI lifecycle and stage-appropriate value frameworks
- Exceptional financial acumen: skilled in ROI modeling, KPIs, cost-benefit analysis, and value measurement
- Business acumen to evaluate how AI efforts align with corporate drivers such as revenue growth, cost efficiency, risk mitigation, customer value and innovation
- Exceptional ability to engage and influence cross-functional stakeholders
- Excellent executive presence and communication; capacity to narrate value and progress convincingly to senior leaders
- Strong analytical toolkit: Excel, Power BI, Tableau, or equivalent data modeling/reporting platforms
- Familiarity with enterprise performance management systems and how AI value aligns with workforce productivity goals
- Understanding of ethical AI, data governance, and compliance frameworks
- Bachelor’s degree required, ideally in a business or technical domain
- 8+ years in AI Strategy consulting strongly preferred
- Demonstrated track record of designing and operationalizing value frameworks for AI or large technology initiatives
- Experience leading cross-functional teams related to AI strategy and value realization
- Collaborate with teams across the organization to assess and refine AI use cases, quantifying potential outcomes (e.g. productivity gains, cost savings, revenue impact, customer value, etc.)
- Design a standardized, scalable methodology to assess risks, benefits, feasibility, and alignment with enterprise strategy
- Build and iterate value cases and corresponding financial-impact models for all stages of AI deployments to drive transparency and consistency across the organization
- Partner with change management and enablement teams to ensure successful adoption and sustained value realization of AI initiatives
- Ensure value cases incorporate governance, compliance, and responsible AI principles
- Communicate business value, risks, and progress to cross-functional stakeholders & senior leaders
- Develop executive-ready dashboards, scorecards, and narrative summaries highlighting realized and forecasted business impact
- Translate technical and operational updates into business-relevant insights and decisions
- Connect value reporting to enterprise performance frameworks such as OKRs
- Include feedback loops from operational teams and external stakeholders to refine insights
- Inform and influence the AI strategy and roadmap based on vetted use cases and executive input
- Identify gaps where AI can deliver additional value, working cross-functionally to bring those initiatives forward
- Align roadmap priorities with enterprise objectives, such as digital transformation, cost optimization, and innovation
- Maintain a pipeline for surfacing new ideas and iterating based on business feedback
- Lead the end-to-end process for value estimation and realization of AI initiatives – spanning the full lifecycle from pilot phases through full deployment
- Monitor realized value post-rollout and iterate on metrics, frameworks, and triggers for expansion or recalibration
- Provide thought leadership on value management maturity, dashboards, and repeatable processes across the organization
- Leverage enterprise platforms (e.g., Power BI) and automation tools to support scalable value tracking
- 8+ years in AI Strategy consulting strongly preferred
Vertex provides end-to-end tax software and services to help businesses manage indirect tax and global e-invoicing compliance. Its platform automates tax calculation, reporting, and filing and can integrate with ERP systems like SAP, offered through subscriptions plus professional services. The company differentiates itself with a long track record since 1978 and a global footprint serving over 10,000 businesses, delivering software paired with expert services. Its goal is to help customers stay compliant with evolving tax rules worldwide while improving accuracy and efficiency in tax operations.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Upper Merion Township, Pennsylvania
Founded
1978
Simplify's Take
What believers are saying
- Mandatory e-invoicing expansion drives recurring revenue and cross-sell opportunities globally.
- New CEO Christopher Young's AI transformation plan targets six-figure retail wins.
- Net revenue retention of 105% in Q1 2026 exceeds analyst estimates significantly.
What critics are saying
- SAP S/4HANA's embedded tax module displaces Vertex during customer ERP upgrades.
- Avalara's 25% cloud growth erodes Vertex's market share with lower-cost alternatives.
- Customer attrition from M&A and bankruptcies threatens mid-market revenue sustainability.
What makes Vertex unique
- Vertex integrates tax determination, e-invoicing, compliance reporting across 20,000+ jurisdictions globally.
- Cloud revenues grew 20.7% YoY to $96.8M in Q1 2026, outpacing market.
- Brinta acquisition adds AI-powered tax automation capabilities in Latin America markets.
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Benefits
Remote Work Options
Company News
Vertex, Inc. announced on 17th March 2026 that its O Series Tax Engine and Indirect Tax Accelerator for Oracle ERP are now available on Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure. The Tax Engine provides centralised tax calculation for complex global requirements, whilst the Indirect Tax Accelerator automates integration and configuration. Last month, Vertex reported fourth-quarter earnings per share of 17 cents, beating the 16-cent consensus estimate, with revenue of $194.7 million. CEO Christopher Young highlighted double-digit revenue growth and improved profitability. The company expects fiscal year 2026 revenue of $823.5 million to $831.5 million, with cloud revenue growth of 25% and adjusted EBITDA of $188 million to $192 million. Vertex provides enterprise tax technology solutions across multiple industries globally.
Vertex Inc. faced insider selling and mixed analyst reactions following its fourth-quarter 2025 earnings and CEO transition. On 9 March 2026, Item Second Irr. Trust FBO Kyle R. Westphal, a ten per cent owner, sold 10,000 shares of Class A Common Stock. The company's February 2026 guidance projected full-year revenue of $823.5 million to $831.5 million. Analysts remain divided on Vertex's prospects, with Goldman Sachs supporting its global compliance and e-invoicing focus, whilst others express caution over execution and leadership risks. The investment case centres on rising global tax complexity and mandatory e-invoicing driving demand for compliance software. Optimistic analysts forecast revenue reaching $1.1 billion and earnings of $74.7 million by 2028, though concerns persist around elongated enterprise sales cycles and competition from ERP vendors.
Vertex, an enterprise indirect tax software provider, reported fourth-quarter revenue of $194.7 million, up 9.1% year-over-year and in line with guidance. Full-year revenue reached $748.4 million, representing 12.2% growth, whilst adjusted EBITDA exceeded guidance at $42.5 million. New CEO Christopher Young, formerly of Microsoft, outlined priorities including accelerating innovation and AI adoption. The company's smart categorisation offering secured several six-figure retail wins, whilst its e-invoicing business exceeded expectations in its first year, with cross-sells increasing customer ARR by over 20% on average. However, 2025 saw lower entitlement growth and slightly higher customer attrition, primarily from M&A and bankruptcies in smaller accounts. New logo revenue grew 20%, with Vertex maintaining over 60% Fortune 500 penetration.
Built In honors Vertex in its esteemed 2026 Best Places to Work awards. January 06, 2026 at 09:00 AM EST KING OF PRUSSIA, Pa., Jan. 06, 2026 (GLOBE NEWSWIRE) - Vertex, Inc. (NASDAQ: VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced it has been recognized by Built In as one of the Best Places to Work in 2026. The annual awards honor employers across the U.S. whose benefits and compensation set the standard for today's workforce. Vertex was honored on two Best Remote Places to Work lists. The awards reflect Built In's data-driven approach, evaluating companies based on compensation, benefits, and company-wide culture programs. Vertex supports careers across global commerce by offering opportunities for professional growth, a comprehensive talent rewards package, flexible work options, inclusive resource groups, and a purpose-driven culture. "Recognition from Built In reflects what employees experience at Vertex every day: clarity in pay, flexibility that supports a remote-first workforce, and inclusive programs that foster growth. We will keep listening, iterating and investing so people can do their best work," said Tori Guida, VP of Global Total Rewards and Operations. Now in its eighth year, Built In's Best Places to Work program celebrates the companies shaping the future of work. In a rapidly evolving AI-first job market, recognition as a Best Place to Work helps employers stand out as trusted brands when candidates turn to tools like ChatGPT and Google AI Overviews to research where to work next. "Today's candidates discover the companies they want to work for using AI tools," said Maria Christopoulos Katris, Founder & CEO of Built In. "Earning a Best Place to Work award not only signals to candidates that you invest in your people, it's a lever to strengthen how AI search tools understand and represent your company's story." Learn more about opportunities at Vertex by visiting our careers page. To learn more about the 2026 Best Places to Work program and view all winners, visit the Built In website. About Vertex Vertex, Inc. is a leading global provider of indirect tax solutions. The Company's mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world's leading brands to simplify the complexity of continuous compliance. Vertex Company Contact: Rachel Litcofsky | Manager, Public Relations [email protected]
Vertex appoints new leader in Europe to advance product innovation and strengthen compliance. Industry expert Ralf Gärtner joins as SVP and Regional Manager to spearhead Vertex's global operations LONDON, Oct. 30, 2025 (GLOBE NEWSWIRE) - Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced the appointment of Ralf Gärtner as the Company's new Senior Vice President (SVP) and Regional Manager of Europe. This strategic appointment supports Vertex's global strategy of building strong regional capabilities where its customers operate, while reinforcing its commitment to innovation and enhanced international compliance across Europe's rapidly evolving business landscape. Gärtner brings over 30 years of global leadership experience in tax, corporate performance management, ERP and accounting automation. He has a strong track record in delivering new innovations that drive real value for customers as well as driving scale and expanding sales- and partner networks globally. Having led a true global high-growth business in his previous role at Wolters Kluwer, his expertise directly aligns with Vertex's mission to support enterprises globally by delivering seamless, technology-driven compliance solutions. Gärtner will play a pivotal role in advancing Vertex's European and global operations, helping organisations ensure compliance, drive transformation, and achieve sustainable growth. "Ralf's extensive experience in tax, corporate performance management, ERP and accounting automation makes him a valuable addition to our leadership team," said Chris Jones, Chief Commercial Officer at Vertex. "His deep understanding of the European regulatory landscape and proven track record in driving growth, transformation and building high performing teams will help us deliver tailored solutions and lasting value to our customers." "I am delighted to join Vertex and contribute to its ongoing success and to help accelerate growth globally and in Europe," Gärtner added. "Throughout my career, I have witnessed the transformative impact that innovative technology can have on businesses navigating complex regulatory environments. I look forward to working closely with our customers and partners and our fantastic Vertex team to provide solutions that enhance efficiency and compliance, and to help businesses unlock new opportunities in a transforming market." Furthermore, in response to these market dynamics, Vertex continues to expand its strategic presence in Europe to deliver tangible value to customers, partners, and shareholders. This appointment demonstrates how the Company is growing and strengthening its footprint to provide more as businesses encounter significant change and complexity in Europe. With coverage across 20,000+ global tax jurisdictions and e-invoicing in 45 countries, Vertex delivers automated indirect tax compliance, real-time VAT determination, and AI-powered tools like Vertex Copilot. Its strong European presence and customer-first approach help businesses stay ahead of new mandates, optimise ERP integrations, and expand internationally with confidence. For more information about Vertex and its global tax compliance solutions, visit www.vertexinc.com. About Vertex Vertex, Inc. is a leading global provider of indirect tax solutions. The Company's mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world's leading brands to simplify the complexity of continuous compliance.