Charlie

About Charlie

With 16+ years of experience in enterprise software sales, I specialize in helping tax and finance leaders simplify and optimize indirect tax management across their most critical business systems. As an Enterprise Account Executive at Vertex, I partner with organizations to streamline indirect tax determination and compliance—reducing risk, driving efficiency, and enabling scalability.I have a proven record of:Building trusted, long-term relationships with enterprise and mid-market clientsIdentifying and developing new business opportunities that align with customer goalsDelivering tailored solutions across leading platforms, including Oracle, NetSuite, Vertex, SAP, Salesforce, Workday, Shopify, and SnowflakeI am passionate about staying ahead of evolving regulations and technology trends, and I enjoy sharing best practices with clients and partners to help them achieve measurable results.

Experience

1. Enterprise Account Executive - Indirect Tax Determination & Compliance

   Vertex Inc.

   Jan 2023 — Present · San Francisco, CA, US

Education

• W. P. Carey School of Business – Arizona State University

  Bachelor of Science, Marketing

Skills

• Marketing
• Sales
• Storage Area Networks
• New Business Development
• Analytics
• Consultative Selling
• Software Licensing
• Negotiation
• Software Industry
• Salesforce.com
• Partner Management
• Cloud Computing
• Business Networking
• Account Management
• Strategic Partnerships
• Sales Process
• Rfq
• Multi-Channel Marketing
• Strategic Planning
• Outlook
• Channel Partners
• Lead Generation
• Oems
• Crm
• Microsoft Crm
• Community Service
• Powerpoint
• Microsoft Excel
• Rfp
• Solution Selling
• Customer Retention
• Professional Services
• Oem Negotiations
• Saas
• Enterprise Software
• Business Process Improvement
• Networking
• Computer Hardware
• Vendor Relations
• Sales Management