Teams at Vertex, Inc.

Lead end-to-end strategic relationships for high-value accounts using AI-driven insights to drive value realization, retention, and expansion. Manage risk with predictive signals, run executive engagements, coordinate cross-functional teams, drive adoption and renewals, and influence product strategy through customer feedback.

Generate and qualify outbound pipeline within an assigned territory using multi-channel outreach and AI-powered sales tools. Collaborate with Account Executives to develop territory strategies, engage senior stakeholders, maintain CRM data, meet quotas, and support sales operations. Travel up to 25% and contribute to territory planning and cross-sell/upsell efforts.

Lead strategy and execution for AI-powered Customer Success Services, overseeing Gainsight and related platforms, customer community strategy, customer intelligence, automation, digital engagement, platform governance, and a team to scale adoption, retention, and operational efficiency across the customer lifecycle.