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I enjoy helping Tax and IT professionals solve their sales & use tax challenges by understanding their unique business goals to support growth objectives. I value the relationships I have developed by working with independent tax advisers and technology partners to further enable success through partnership with software and services for companies’ specific indirect tax needs. Through open conversations with internal stakeholders across Tax and IT, I do my best to ensure that I understand the companies needs and goals to accomplish that Vertex can solve and then present a tailored solution which is fit for each companies’ purpose. I present tailored technology stacks for companies to integrate to Vertex with either easy, complex, or multiple systems – such as ERP’s (ex. SAP, Oracle Cloud, NetSuite), financial systems (ex. Salesforce, homegrown, e-Commerce), and custom applications/marketplaces to make sure that Vertex has the ability to solve unique use cases for tax policy implementation. Please reach out and connect if you are curious how Vertex can help with you current/future sales and use tax landscape. Typically, I speak with companies during a compelling project (ex. an ERP upgrade or implementation, Global VAT expansion, opening a new sales channel), some key event triggering new exposure or compliance (post-Wayfair), or even just compare to your current sales tax vendor or status-quo solution to Vertex for future planning. I always like to stay involved with my customers through their journey with Vertex, not just until after the purchase.
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