Field Consultant Principal

Vertex Inc.•Remote - PA, PA

5d•$157,900 - $205,400

About The Position

The Field Consultant Principal is a senior-level individual contributor who manages all phases of Vertex Tax Technology implementations, from requirements definition and solution design through system configuration, testing, and knowledge transfer. The role has full accountability for project deliverables and serves as Project Lead and Project Manager across multiple concurrent client engagements, while providing guidance and oversight to less experienced consultants. The Field Consultant Principal applies deep subject matter expertise in Vertex applications and at least one Vertex partner host application and acts as a trusted advisor to client tax and IT teams throughout the implementation lifecycle. The role also supports consulting business development by helping develop Statements of Work and delivering tax process solutions and value-added services that support Vertex's revenue and profit objectives. Other functions may be assigned, and management may add or change duties.

Requirements

12+ years of experience in Vertex Tax Technology implementations and project management, including strong knowledge of at least one Vertex partner host application.
In-depth tax application experience with public accounting firms and/or Fortune 1000 companies in transaction tax, including multi-state and/or VAT environments.
Demonstrated ability to independently manage all phases of enterprise software implementations, from requirements definition and solution design through configuration, testing, and go-live support.
Strong knowledge of software development methodologies and implementation and testing techniques applicable to Windows, legacy, and client-server database environments.
Solid analytical, troubleshooting, presentation, and solution design skills, including the ability to evaluate complex implementation challenges and provide clear, actionable recommendations.
Strong written and verbal communication and interpersonal skills, with the ability to build effective working relationships with client tax and IT stakeholders, third-party advisors, and internal teams.
Demonstrated ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment; effective time management and adaptability under pressure.

Nice To Haves

ERP knowledge and familiarity with enterprise software ecosystems commonly integrated with Vertex tax technology solutions.
Experience contributing to business development activities, including Statement of Work development or pre-sales support in a consulting environment.
Bachelor's degree in Computer Science, Information Systems, Accounting, or a related field; equivalent education, training, and relevant professional experience may be accepted in lieu of a formal degree.

Responsibilities

Independently manage all phases of Vertex Tax Technology implementation projects, including requirements definition, solution design and build, system configuration, testing, and knowledge transfer; maintain accountability for all deliverables.
Lead and manage multiple concurrent client engagements; define project plans, coordinate tasks and resources, and deliver commitments in alignment with the Statement of Work.
Identify and investigate client implementation issues and concerns; manage client expectations and provide recommendations, risk assessments, alternatives, and guidance throughout the implementation lifecycle.
Build and maintain collaborative relationships with client tax and IT staff, third-party advisors, and consulting resources; manage day-to-day client relationships and support customer satisfaction.
Provide oversight and guidance to less experienced Vertex Consultants and contribute to onboarding, training, and professional development of new team members.
Assist Consulting Business Development with developing Statements of Work; identify and deliver tax process solutions and value-added services that support revenue and profit objectives.
Apply subject matter expertise in Vertex applications and at least one Vertex partner host application to design and configure effective, scalable implementation solutions.