Inside Sales Representative III

Vertex, Inc.; Pennsylvania; Hybrid; USD 54,000 - 71,000; Full time

Job summary

Vertex, Inc. is seeking an Inside Sales Representative III to proactively manage a territory, generate net-new pipeline, and cross-sell opportunities using AI-powered tools, calls, emails, and social selling.

You will collaborate with Account Executives to plan territory penetration and advance high-value opportunities with consultative discovery across Tax, Finance, and IT stakeholders. The role requires 3+ years in B2B SaaS sales, a proven quota attainment record, and experience with

Qualifications

• 3+ years of successful sales or business development experience in B2B SaaS or tech.
• Proven track record meeting or exceeding pipeline generation and quotas via outbound prospecting.
• Experience prospecting into mid-market and enterprise with multi-channel outreach.
• Ability to engage senior stakeholders including Tax, Finance, IT leaders.
• Strong written/verbal communication and CRM sales tools experience (Salesforce, Salesloft).

Responsibilities

• Meet or exceed annual pipeline and revenue quotas through outbound prospecting.
• Generate, qualify, and advance high-quality pipeline.
• Develop territory strategies in partnership with Account Executives to identify net-new and expansion opportunities.
• Leverage AI-powered sales tools, account research, and multi-channel outreach to engage buying groups.
• Prospect across territories and market segments, including Small, Mid-Market, Corporate, and Major Accounts.
• Conduct consultative discovery with Tax, Finance, IT leaders to identify challenges and map Vertex solutions.
• Meet or exceed SLAs for inbound lead follow-up across all sources.
• Maintain accurate data in Salesforce, Salesloft, and other sales technologies.
• Collaborate with Account Executives, Marketing, Sales Enablement, and Revenue Operations.
• Approximately 0–25% travel required.
• Perform other duties as assigned.

Skills

Outbound prospecting

B2B SaaS

CRM (Salesforce)

Sales engagement (Salesloft)

Multi-channel outreach

Account research

Territory planning

Education

Bachelor's degree

Business/Marketing/Communications

Tools

Salesforce

Salesloft

Job description

The Inside Sales Representative III (ISR III) proactively manages an assigned territory to identify net-new sales and cross-sell/up-sell opportunities through strategic outbound prospecting. Leveraging AI-powered sales tools, account research, calls, emails, and social selling, the ISR III engages buying groups, generates qualified pipeline, and consistently achieves sales targets. The ISR III develops and executes territory and account penetration strategies in partnership with Account Executives to identify, qualify, and advance high-value opportunities. This role maintains a strong understanding of Vertex's solutions, target markets, competitive landscape, and customer business challenges to deliver relevant, consultative outreach. As a key member of the sales team, the ISR III independently drives pipeline growth, contributes to territory planning and opportunity strategy, and consistently demonstrates strong outbound execution and sales discipline.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

• Meet or exceed assigned annual pipeline and/or revenue quotas through consistent outbound prospecting, and sales execution.
• Generate, qualify, and advance high-quality pipeline to support overall Sales revenue goals.
• Develop and execute territory and account penetration strategies in partnership with Account Executives to identify net-new and expansion opportunities.
• Leverage AI-powered sales tools, account research, and multi-channel outreach—including phone, email, and social selling—to engage buying groups and drive qualified opportunities.
• Prospect across assigned territories and market segments, including Small, Mid-Market, Corporate, and Major Accounts.
• Conduct consultative discovery with Tax, Finance, IT, and other business stakeholders to identify customer challenges and align Vertex solutions.
• Meet or exceed established Service Level Agreements (SLAs) for inbound lead follow-up across all assigned lead sources.
• Maintain accurate and timely account, activity, and opportunity data in Salesforce, Salesloft, and other sales technologies.
• Build and maintain a strong understanding of Vertex solutions, target markets, competitive landscape, and industry trends to deliver relevant customer conversations.
• Stay informed on market trends, regulatory changes, and emerging technologies that impact customers and outbound prospecting strategies.
• Collaborate effectively with Account Executives, Marketing, Sales Enablement, and Revenue Operations to execute territory plans and improve pipeline outcomes.
• Demonstrate strong sales discipline, professionalism, and alignment with Vertex values while consistently contributing to team success.
• Approximately 0–25% travel required.
• Perform other duties and participate in projects as assigned to support business objectives.

SUPERVISORY RESPONSIBILITIES: N/A

REQUIRED QUALIFICATIONS

• 3+ years of successful sales or business development experience, preferably in B2B SaaS, technology, or a related industry.
• Proven track record of meeting or exceeding pipeline generation and/or sales quotas through outbound prospecting.
• Experience prospecting into mid-market and enterprise organizations using a multi-channel approach, including phone, email, social selling, and AI-powered sales tools.
• Demonstrated ability to engage and qualify senior business stakeholders, including Tax, Finance, and IT leaders.
• Strong written and verbal communication skills with a professional phone presence.
• Experience using CRM and sales engagement platforms such as Salesforce and Salesloft.
• Excellent organizational, time management, and territory planning skills with the ability to manage multiple priorities.
• Strong opportunity qualification, discovery, and consultative selling skills.
• Proficiency in Microsoft Office applications.

PREFERRED QUALIFICATIONS

• Bachelor's degree in Business, Marketing, Communications, or a related field, or equivalent professional experience.
• Experience selling or prospecting within enterprise software or tax and finance technology solutions.
• Familiarity with LinkedIn Sales Navigator, ZoomInfo, and other modern prospecting and sales intelligence tools.
• Knowledge of AI-powered sales technologies and the ability to leverage them to improve prospecting efficiency and pipeline generation.
• Understanding of tax automation, ERP ecosystems, or financial technology markets.
• Experience collaborating with Account Executives on territory planning and account-based selling strategies.

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.

Vertex Values

• Together We Win: We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.
• Play to Win or We Don't Play – If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.
• Work As a Team, Putting the Customer At the Core – Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.
• Achieve Excellence With Integrity, Speed, and Agility – The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.
• Innovate Boldly With a Growth Mindset – Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.
• Communicate with Care, Candor and Transparency – Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Transparency Statement

US Base Salary Range: $54,400.00 - $70,800.00. Base pay offered to new hires may vary based upon factors including relevant industry and job‑related skills and experience, geographic location, and business needs. The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role‑specific sales commission/bonus, and/or equity grants.

Vertex is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or [e-mail]. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non‑disability related technical issues, will not receive a response.