Vertex
Geetanjali (Geet) Malhotra is an accomplished professional with extensive experience in customer success management and account management across multiple industries. Currently serving as the Lead Customer Success Account Manager at Vertex Inc. since January 2021, Geet focuses on aligning Vertex’s solutions with enterprise customers' goals and acts as a strategic partner. Previously at Temenos, Geet served as a Customer Success Manager, where responsibilities included managing relationships and ensuring high service levels for strategic customers. Geet's experience also includes working as a Relationship Manager at PNC, where services included identifying customer needs and enhancing branch customer bases, as well as a Corporate Insurance Agent with LIC. Geetanjali holds two Bachelor’s Degrees, one in Mathematics and another in Education, along with a Diploma in Software Management.
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Vertex
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Vertex (VERX) is a pioneer in tax automation for more than 40 years. They 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.