IT Product Manager III - Products and Services (Finance)

Job Description:

JOB SUMMARY:

This position is responsible for developing and executing IT product strategy and planning and ensuring alignment of the continuous improvement of business application solutions with business goals and priorities for one or more IT Products.

IT Products support the needs of Vertex internal business processes and the users through integrated business application solutions.

This individual will play a strategic role in shaping and executing business strategies that define the market positioning of our products. This individual will partner closely with senior leaders across Commercial Product Management, Sales, and Architecture to translate complex business needs into clear, actionable requirements. They will guide cross-functional collaboration to influence the design of bundle configurations, stand-alone offerings, and pricing models.

A key responsibility of this role is to simplify, reducing pricing complexity and promoting the standardization of product configurations to enhance scalability and operational efficiency. Leveraging enterprise SaaS platforms such as Salesforce CPQ, Sales Cloud, and DocuSign, the IT Product Manager will ensure that technology solutions deliver measurable business value, align with strategic objectives, and support long-term growth.

This individual establishes and collaborates with cross-functional teams of Business Product Owners, other IT Product Managers, Enterprise and Solution Architects, Compliance, development and support teams, and various stakeholders to accomplish objectives.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Product Strategy, Roadmap and Continuous Product Enhancement:

• Creates or develops understanding of business application strategy and roadmap for their product area, ensuring alignment with Vertex priorities and objectives, working closely with business product owners in a cross-functional manner, Enterprise Architecture, and Compliance.
• Works with business product owners to prioritize requested product features, enhancements, and projects, for their product area as part of Project and/or Program Increment planning.
• Stays informed of industry trends and directions, Vertex strategy, new features being delivered by our SaaS providers, and new technologies that may benefit Vertex in their area of responsibility.
• Attains and maintains requisite knowledge and skills to define and design effective solutions within our business application landscape, covering knowledge in our core applications of Salesforce, Workday, Profisee, Integrations, as well as integrated applications that apply to their area of product responsibility.
• Contributes to the successful delivery of approved Programs, Projects, and Releases as specified in the IT Product Roadmap, including leading programs, projects and releases as deemed necessary.
• Product Discovery, Development and Lifecycle Methodology:
• Understands and applies methods and processes that support the end-to-end product development lifecycle from Intake and Discovery through Deployment and Support, in collaboration with the IT Operations, Support, and Platform teams.
• Collaborates with business stakeholders to drive creation of business cases for projects and ensures senior management is presented information necessary to make informed decisions.
• Works with the business owners to define product requirements, epic canvases, design specifications and acceptance criteria, and to effectively manage the product backlog.
• Prepares and presents enhancements and project requests to the appropriate governing body (e.g., Change Control Board), to support informed decision making by these groups.
• Works with development team to review requirements, provide clarification and guidance during implementation.
• Leads definition of test plans and scenarios and collaborates across IT and the business to define and execute test plans to ensure product quality.
• Supports production implementation of new products and features, including participation in knowledge transfer to the support team.
• Adopts agile methods and tools within the SAFe agile framework as implemented within Vertex.

Stakeholder Collaboration and Adoption:

• Engages with key stakeholders, including business leaders and business product owners to gather and prioritize needs.
• Maintains open communication and fosters strong relationships with business stakeholders and IT colleagues to support effective collaboration in service to Vertex objectives and priorities.
• Drive the adoption of new products and features by supporting user training and change management efforts.

Optimize Product Performance:

• Continuously monitors and evaluates performance and stability of our business application solutions, in partnership with the Operations and Support team, to identify areas of improvement.
• Regularly analyzes user feedback, usage data, and support and performance trends to identify opportunities and recommendations for product enhancement and optimization.
• In partnership with Enterprise Architecture and Business Owners, ensures that the business application portfolio for their product area is fit for purpose and rationalized to eliminate redundant or unneeded applications and functionality, to attain greater efficiency, reduce cost and unnecessary technical complexity.

Optimize IT Performance:

• Provides input on or develops delivery processes, and procedures in coordination with other leaders to deliver improved service and greater cost efficiency.

• Provides input to forecasting, planning, and budgeting processes for their area of responsibility.

• Participates in other projects or duties as assigned.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Must have excellent business acumen and knowledge of IT processes and standards.
• Understands how to support Vertex business strategy through appropriately prioritizing, planning, and delivering on business application needs.
• Ability to elicit and gather clear requirements and work jointly with the business to document in specifications or user stories.
• Possesses clear communication skills both written and verbal and is comfortable facilitating effective meetings and presenting to various stakeholder audiences.
• Strong project management skills
• Strong analytical skills and passion for analyzing IT products and trends, and the ongoing evolution of application capabilities of Vertex' Saas applications.
• Proven ability to develop relationships across business and IT stakeholders as needed to accomplish objectives.
• Strong knowledge of the functionality of Salesforce, Workday, integrated business applications and integrations as applicable to area of responsibility, at a level sufficient to enable defining and designing effective, quality solutions to business needs.
• Proven ability to stay on task, overcome obstacles, meet deadlines and milestones, and deliver work by agreed upon dates.
• Demonstrated ability to drive results virtually with distributed global teams.
• Pursues continuous learning in areas critical to success in the job role, learning from subject matter experts, colleagues, and formal training.
• Collaborates across IT and business in a transparent way, exhibiting willingness to share information, and ability to connect people within and across teams.
• Knowledge of SAFe Agile framework and ways of working
• Proficiency in JIRA, Smartsheet, Microsoft Office products, and other tools used to support analysis, create deliverables, and track status

EDUCATION AND TRAINING:

• Bachelor's Degree in Information Systems, Computer Science, Finance, Business Administration or related field.
• Eight (8) plus years of experience in IT or business role responsible for application and product strategy, design and delivery
• Four (4) plus years of experience in business applications relevant to the Vertex application landscape (Salesforce, Workday, integrated business applications).
• Or equivalent combination of education and/or experience

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.

• Work with Purpose - Exhibit a "We Can" mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.

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.