Jobs at Vertex, Inc.

Processes high-volume electronic tax returns and payments, responds to jurisdictional notices, resolves client and compliance issues, and maintains accurate filing records. Communicates with clients and taxing authorities, tracks incoming mail, supports new client onboarding, and updates business information in accordance with established procedures. The role requires tax-processing knowledge, Excel proficiency, strong organization, confidentiality, attention to detail, and the ability to meet deadlines in a structured environment.

Lead Vertex’s global Oracle partnership strategy and execution, including executive relationship management, joint business planning, solution integrations, co-selling, partner enablement, commercial alignment, and go-to-market initiatives. Coordinate cross-functional product, sales, marketing, solutions, customer success, and legal teams. Monitor pipeline, revenue, adoption, and strategic performance while managing risks and corrective actions. Lead a matrixed partnership team and serve as the executive spokesperson for the Oracle relationship.

Serve as final escalation for complex, visible client technical issues; provide advanced troubleshooting for data-driven applications, databases, APIs, Java, Linux, and networking. Liaise with customers and internal teams during implementations, mentor junior staff, maintain shared environments, create knowledge-base documentation, and participate in on-call rotation.

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.

Leads the design, administration, and continuous improvement of Customer Success technology infrastructure, particularly Gainsight, CRM integrations, workflows, playbooks, CTAs, health scores, digital engagement, community platforms, reporting, and AI-enabled automation. Owns data quality, governance, platform health, operational readiness, and process documentation while partnering cross-functionally on segmentation, territory alignment, capacity planning, and scalable customer execution.

Lead enterprise model-training strategy for Commercial AI products: fine-tune LLMs (QLoRA/LoRA/PEFT), train traditional ML models, design large-scale data pipelines, enforce data governance and PII handling, build reproducible experiment/training pipelines, optimize GPU/distributed training costs, and mentor teams to operationalize models into production.

Lead design and implementation of the enterprise AI orchestration and retrieval platform: build MCP servers, define tool-surface and multi-agent patterns, design RAG systems and chunking, implement routing/context/window management and observability, set evaluation and safety standards, onboard product teams, and mentor engineers to raise orchestration and retrieval maturity.

The Software Architect will lead AI quality evaluation, design evaluation frameworks, create risk controls, and ensure compliance, partnering with various teams on AI systems.