Director, Enrollment – Onboarding, Tax

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🔥 0 minutes ago

🌵 Arizona, Kentucky, +4 more states – Remote

🌵 Arizona – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $86k - $145k / year

⏰ Full Time

🔴 Lead

💰 Tax

👻 Ghost score 6%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Pathward

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• Lead the Tax Division’s Enrollment & Onboarding function and translate business goals and customer commitments into priorities, operating plans, and measurable outcomes • Build, coach, and lead a high-performing enrollment team for peak tax-season volumes and year-round business needs • Establish a culture of accountability, sound judgment, open communication, consistent execution, and continuous improvement • Own enrollment quality and control performance, including work sampling and resolution of process or control gaps • Serve as decision authority for complex or escalated enrollment matters while balancing customer impact, business objectives, operational feasibility, and regulatory risk • Set and document enrollment operating processes, service expectations, escalation paths, and handoffs • Simplify enrollment processes, reduce rework, improve accuracy, and strengthen customer experience • Partner with Compliance on concerns, higher-risk cases, enrollment controls, and process or documentation changes • Produce and present enrollment trend reporting to leadership • Use volume, quality, service, capacity, and risk indicators to anticipate pressure points, direct resources, and provide recommendations • Drive readiness for new tax products, customer launches, process changes, and seasonal demand • Maintain communication with internal stakeholders regarding enrollment requirements, status, decisions, and operational changes • Partner across Sales, Customer Journey, Operations, Compliance, Risk, Technology, and Product to remove barriers and resolve higher-risk issues • Represent Enrollment & Onboarding in cross-functional planning, issue resolution, business initiatives, control discussions, and leadership updates • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience • 7+ years of relevant experience in enrollment, onboarding, customer operations, financial services, tax services, compliance, or a related field • Demonstrated leadership of operational teams, including talent development, workforce planning, performance accountability, and delivery through changing priorities • Experience owning quality assurance, operational controls, and risk-based decisions in a regulated environment • Ability to convert operational data into clear leadership insights, recommendations, and action • Strong executive communication and cross-functional influence • People leadership and talent development • Operational strategy, workforce planning, and change leadership • Quality assurance, control ownership, and risk-based decision-making • Data-driven performance management and executive communication • Customer focus and cross-functional influence • Proficiency with reporting, workflow, case management, and customer relationship systems • Leadership, process improvement, quality assurance, or compliance training preferred

🏖️ Benefits

• Annual performance-based incentive opportunity • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Comprehensive benefits package for eligible employees