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Work Background
Sr. Director, Global Solutions Marketing
Vertex Inc.Sr. Director, Global Solutions Marketing
Jul. 2021King of Prussia, Pennsylvania, United States (Remote)Accountable for spearheading the development and execution of Vertex's solution marketing strategy. This entails defining target markets and strategically positioning our tax software offerings, while also crafting and executing go-to-market plans for both new and existing products. In this capacity, oversight of a global team of solutions marketing professionals is maintained, fostering collaboration with cross-functional units including Product Management, Sales, and Customer Success. Close collaboration with external partners and analysts further drives the generation of demand and amplification of awareness for our organization's product portfolio.
Director, Product Marketing (Proposition Management)
Thomson ReutersDirector, Product Marketing (Proposition Management)
Jan. 2019 - Jul. 2021Carrollton, Texas, United States (Remote)Responsible for strategic planning, prioritization and delivery of software propositions including pricing, packaging, and go to market planning. Serves as liaison with Development, Marketing, Commercial Excellence, Product Management, Support, Finance, Partnership & Alliances and other segments. Provide support of software sales via channel calls, positioning and messaging training, product roadmap direction, navigation of Rules of Engagement, segmentation issues, deal support, etc. Serves on software-specific initiative teams and inputs to all business plans and projects impacting software financial plan and liaising with Tech Dev teams and Partnership & Alliance teams as to strategic importance of integration and platform builds and prioritization.
Corporate Systems Engineer
Thomson ReutersCorporate Systems Engineer
Oct. 2017 - Dec. 2018Carrollton, Texas, United States (Remote)Provided prospects with systems knowledge overview, and technical expertise, building quality relationships at the senior level with both IT and Business Leaders. Conducted thorough needs analysis for targeted solution demonstrations, discover potential objections, and defined the competitive landscape.
Principal Professional Services Consultant, Best Practices Group
Thomson ReutersPrincipal Professional Services Consultant, Best Practices Group
Oct. 2012 - Sep. 2017Lake Oswego, Oregon, United StatesSuccess implementing, integrating, and managing ONESOURCE Indirect Tax Determination in large-scale environments for 100+ tax projects globally. Efficiently managed large-scale projects on time and on budget. Guided customers through multifaceted trading models to ensure accuracy of tax footprint in tax engine for collection and remittance in complex tax jurisdictions. Trained PS Functional consultants for fast ramp-up across indirect tax portfolio. Quality assurance feature testing for Product Management for major upcoming releases.
VAT Manager
Thomson ReutersVAT Manager
Jan. 2012 - Oct. 2012Portland, Oregon Metropolitan AreaDeployment of tax content and logic for the Americas and APAC regions. Creation of pseudocode to support new taxing jurisdictions including reverse charge rules filing groups, and country specific calculation methods. Played a key role in fueling company growth through country and content expansion requests.
Tax Technology Architect
GlobegisticsTax Technology Architect
Sep. 2008 - Dec. 2011Dalian, Liaoning, ChinaManaged integration and design for tax engine deployments. Conducted determination and review of business requirements, functional design, engine configuration, unit testing, UAT, production and post-production support.
Department Lead - Global Tax Research & Content
SabrixDepartment Lead - Global Tax Research & Content
Apr. 2004 - Jul. 2008Portland, Oregon Metropolitan AreaManaged team of Tax and Legal Analysts supporting 170+ countries, managing cross-border logic, customer support issues, and tax engine configuration. Collaborated with customers to expand and enhance content offering including expansion into Brazil, Argentina, India, and China.
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