Vertex Inc.

Director, Corporate Development & M&A Integration

Vertex Inc.  •  $190k - $246k/yr  •  Pennsylvania (Remote)  •  3 hours ago
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Job Description

Corporate Development Leadership:

  • Lead strategic assessment of markets, technologies, and acquisition opportunities aligned with Vertex growth objectives.
  • Develop and maintain M&A pipeline, target prioritization frameworks, and investment theses.
  • Partner with executive leadership to define inorganic growth strategy and capital deployment priorities.
  • Lead acquisition sourcing efforts and relationship management with investment bankers, advisors, and prospective targets.
  • Direct financial modeling, valuation analysis, business case development, and investment recommendations.
  • Present acquisition opportunities, risks, and strategic rationale to executive leadership and Board-level stakeholders.
  • Lead transaction structuring discussions and support negotiations throughout deal execution.
  • Oversee due diligence strategy, governance, and functional workstreams.
  • Serve as executive sponsor for priority transactions and strategic growth initiatives

M&A Integration Leadership:

  • Establish integration strategy, governance, and execution framework for acquired businesses.
  • Lead development of integration management office (IMO) processes and standards to include playbooks, templates, and lessons learned.
  • Drive Day 1, Day 100, and long-term integration planning and execution.
  • Ensure alignment between acquisition thesis, synergy targets, and integration priorities.
  • Lead executive-level decision-making and issue resolution during integrations.
  • Oversee synergy realization, cost savings initiatives, revenue enhancement programs, and value creation efforts.
  • Sponsor change management and communication strategies across acquired and existing organizations.
  • Monitor integration risks and implement mitigation strategies to protect deal value.
  • Develop frameworks and metrics to measure post-transaction performance and value realization.

Governance & Executive Communications:

  • Lead Executive Steering Committees and Integration Governance Reviews.
  • Prepare Board, Executive Leadership Team, and Investor-facing materials as required.
  • Provide ongoing reporting regarding acquisition pipeline, transaction progress, integration status, and realized value.
  • Drive accountability for key decisions, milestones, risks, and business outcomes.
  • Enhance the Vertex M&A operating model through data-driven improvements and lessons learned.

Education:

  • •Bachelor's degree in Finance, Business, Economics, Accounting, Engineering, Strategy, or related discipline
  • MBA strongly preferred

Experience:

10-15+ years of progressive experience in:

  • Corporate Development
  • Management Consulting
  • Investment Banking
  • Private Equity
  • Strategy Consulting
  • Corporate Strategy
  • M&A Integration Leadership
  • Demonstrated leadership of multiple acquisitions and integration programs.
  • Experience presenting recommendations and business cases to executive leadership.
  • Proven track record delivering synergy achievement and measurable value creation.

Skills & Competencies:

  • Corporate finance and valuation expertise.
  • Advanced financial modeling and strategic analysis capabilities.
  • Strong executive communication and presentation skills.
  • Experience influencing C-suite and senior leaders.
  • Ability to lead complex cross-functional initiatives.
  • Strategic mindset balanced with operational execution excellence.
  • Ability to build relationships and credibility across all levels of the organization
  • Strong negotiation and stakeholder management capabilities.
  • Demonstrated change management leadership.
  • Experience leveraging AI, analytics, and automation to improve corporate development and integration outcomes.
  • Ability to drive results in highly dynamic and fast-paced environments.

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: $189,600.00 - $246,400.00

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.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.

Vertex Inc.

About Vertex Inc.

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before. This complexity demands intelligent solutions that enable businesses to satisfy tax obligations and support growth opportunities.

The Trusted Leader in Tax Technology

We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence.

Our software, content and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.

We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.

Our culture is the foundation of everything we do, guided by a common purpose to build trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains and inspires talented professionals to achieve their full potential. We employ over 1,100 full-time professionals today in the US, Europe and Brazil.

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
King of Prussia, PA
Year Founded
Unknown
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