Note: The job is a remote job and is open to candidates in USA. Vertex Inc. is seeking an Inside Sales Representative III to manage an assigned territory and drive net-new, cross-sell, and up-sell opportunities. The role uses AI-powered sales tools, multichannel prospecting, consultative discovery, and territory strategies to generate qualified pipeline and achieve sales targets in partnership with Account Executives.
Responsibilities
- Meet or exceed assigned annual pipeline and/or revenue quotas through consistent outbound prospecting, and sales execution
- Generate, qualify, and advance high-quality pipeline to support overall Sales revenue goals
- Develop and execute territory and account penetration strategies in partnership with Account Executives to identify net-new and expansion opportunities
- Leverage AI-powered sales tools, account research, and multi-channel outreach—including phone, email, and social selling—to engage buying groups and drive qualified opportunities
- Prospect across assigned territories and market segments, including Small, Mid-Market, Corporate, and Major Accounts
- Conduct consultative discovery with Tax, Finance, IT, and other business stakeholders to identify customer challenges and align Vertex solutions
- Meet or exceed established Service Level Agreements (SLAs) for inbound lead follow-up across all assigned lead sources
- Maintain accurate and timely account, activity, and opportunity data in Salesforce, Salesloft, and other sales technologies
- Build and maintain a strong understanding of Vertex solutions, target markets, competitive landscape, and industry trends to deliver relevant customer conversations
- Stay informed on market trends, regulatory changes, and emerging technologies that impact customers and outbound prospecting strategies
- Collaborate effectively with Account Executives, Marketing, Sales Enablement, and Revenue Operations to execute territory plans and improve pipeline outcomes
- Demonstrate strong sales discipline, professionalism, and alignment with Vertex values while consistently contributing to team success
- Approximately 0–25% travel required
- Perform other duties and participate in projects as assigned to support business objectives
Skills
- 3+ years of successful sales or business development experience, preferably in B2B SaaS, technology, or a related industry
- Proven track record of meeting or exceeding pipeline generation and/or sales quotas through outbound prospecting
- Experience prospecting into mid-market and enterprise organizations using a multi-channel approach, including phone, email, social selling, and AI-powered sales tools
- Demonstrated ability to engage and qualify senior business stakeholders, including Tax, Finance, and IT leaders
- Strong written and verbal communication skills with a professional phone presence
- Experience using CRM and sales engagement platforms such as Salesforce and Salesloft
- Excellent organizational, time management, and territory planning skills with the ability to manage multiple priorities
- Strong opportunity qualification, discovery, and consultative selling skills
- Proficiency in Microsoft Office applications
- Bachelor's degree in Business, Marketing, Communications, or a related field, or equivalent professional experience
- Experience selling or prospecting within enterprise software or tax and finance technology solutions
- Familiarity with LinkedIn Sales Navigator, ZoomInfo, and other modern prospecting and sales intelligence tools
- Knowledge of AI-powered sales technologies and the ability to leverage them to improve prospecting efficiency and pipeline generation
- Understanding of tax automation, ERP ecosystems, or financial technology markets
- Experience collaborating with Account Executives on territory planning and account-based selling strategies
Benefits
- Vertex Bonus Plan (VOB)
- Role-specific sales commission/bonus
- Equity grants
Company Overview