Teams at Vertex, Inc.

Lead design and delivery of AI-first product capabilities for Vertex customers. Translate ambiguous tax-related problems into hypotheses, prototypes, and product requirements. Partner with SMEs, engineering, UX, GTM, and customer success to ship trusted, compliant, production AI, define evaluation and monitoring, manage roadmaps, and scale solutions with measurable customer and business outcomes.

Design, prototype, and deploy production-ready AI products using ML and generative AI. Lead cross-functional teams, collaborate with stakeholders to solve workflow problems, build scalable prototypes and proofs-of-concept, and apply latest ML/GenAI research techniques.

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.