Inside Sales Representative I (Finance)

Job Description:

This position is responsible for working in conjunction with other team members to improve sales resource utilization and develop the sales pipeline. This role will utilize inbound and/or outbound calls as well as email and social media to pursue sales. Develop account penetration strategies, and close business. Responsible for understanding Vertex product offerings and competitive issues. Additionally, this role will Identify new business opportunities by assisting the in the creation and implementation of campaigns.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Qualify or disqualify software sales leads

• Manage inbound sales leads. Includes fielding calls, following up on web inquires, qualifying leads and setting up opportunities

• Daily outbound calling to leads from partners

• Assisting Prospects in executing the Vertex sales process

• Understand primary business issues of prospective organizations and how individuals and/or departments within the organization are impacted.

• Display a knowledge and understanding of Vertex's products, services, vendor relationships and interfaces to a level that enables the rep to identify if Vertex has an offering for a given prospect.

• Outbound calling to VARS and potential Partners from Web Inquires

• Coordinate with partner reps to ensure communication and status of leads.

• Maintain accurate and current information regarding the status of each client contact and sales opportunity in Vertex's CRM system (SFDC).

• Work with Sales and Marketing to develop follow-up programs for marketing campaigns, trade shows and various promotional activities as needed.

• Occasional travel required.

• Participate in other projects or duties.

KNOWLEDGE, SKILLS AND ABILITIES:

• Excellent communication and organizational skills required.

• Knowledge of Vertex products, taxation, hardware, and software terminology and/or SFDC knowledge a plus.

• Strong interpersonal, organizational, time management, negotiating, closing, decision making, presentation, oral and written communications skills.

• Strong phone skills, exceptional listening skills, and above average problem-solving skills

• Experience leveraging social media tools to prospect for new business

• Strong ability to work with a team and an ability to learn and adapt quickly

• Ability to serve as a trusted advisor to clients

• Ability to articulate the Vertex value proposition clearly and to listen actively to clients to identify and prioritize client needs

• Proficiency in Microsoft Office Packages.

• Ability to listen and understand information and communicate the same.

• Must possess good organizational skills.

• Must be results oriented, customer focused, and exhibit good interpersonal skills.

• English fluency required. May require fluency in language of local market(s).

• Proficiency in Microsoft office packages

• Sufficient knowledge of business communications, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.

EDUCATION AND TRAINING:

• Bachelor's Degree, preferably in Business, Marketing, or a related field.

• 0 - 2 years of sales experience

• Prior experience in a sales quota environment preferred

• Or equivalent combination of education and/or experience

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
• Work with Purpose - Exhibit a "We Can" mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.