Teams at Vertex, Inc.

Lead strategy and execution for AI-powered Customer Success Services, overseeing Gainsight and related platforms, customer community strategy, customer intelligence, automation, digital engagement, platform governance, and a team to scale adoption, retention, and operational efficiency across the customer lifecycle.

Leads the design, administration, and continuous improvement of Customer Success technology infrastructure, particularly Gainsight, CRM integrations, workflows, playbooks, CTAs, health scores, digital engagement, community platforms, reporting, and AI-enabled automation. Owns data quality, governance, platform health, operational readiness, and process documentation while partnering cross-functionally on segmentation, territory alignment, capacity planning, and scalable customer execution.

Serve as final escalation for complex, visible client technical issues; provide advanced troubleshooting for data-driven applications, databases, APIs, Java, Linux, and networking. Liaise with customers and internal teams during implementations, mentor junior staff, maintain shared environments, create knowledge-base documentation, and participate in on-call rotation.