Managing Director, Business Development, Tax

🔥 13 hours 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

💰 Business Development (BDR)

👻 Ghost score 4%

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

• Identify, develop, and expand strategic business opportunities for tax-related products, services, and financial solutions • Build and maintain relationships with tax preparation firms, software providers, industry associations, and strategic partners • Develop and execute business development strategies to increase product adoption, market share, and revenue growth • Identify, negotiate, and manage partnership opportunities aligned with company objectives and profitability targets • Create, manage, and maintain a pipeline of prospective clients, referral partners, and strategic opportunities • Collaborate with Sales, Operations, Product, Compliance, Marketing, and Executive Leadership on partnership implementation and management • Serve as a subject matter expert on the tax industry, including tax preparation trends, IRS programs, financial products, and competitive dynamics • Analyze market conditions, customer needs, industry trends, emerging opportunities, and potential risks • Conduct presentations, product demonstrations, and executive-level discussions • Develop business cases and financial analyses for strategic initiatives and partnerships • Monitor competitor activities, new market entrants, and evolving industry regulations • Partner with Marketing on trade shows, conferences, webinars, sponsorships, and customer engagement initiatives • Work with key accounts to maximize partner satisfaction, retention, and long-term growth • Support contract negotiations and renewal discussions • Track and report metrics for revenue growth, partner activity, customer acquisition, and strategic initiatives • Contribute to annual planning, forecasting, and strategic growth objectives • Maintain knowledge of company products, services, operational processes, and compliance requirements • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent education and work experience • 8+ years of progressive business development, strategic partnership, sales leadership, or related experience, with a significant portion focused on the tax, fintech, financial services, banking, and/or software industries • 5+ years of experience leading complex strategic partnerships, channel development, enterprise sales, or business growth initiatives with measurable revenue impact • Strong understanding of the tax preparation ecosystem, including tax software providers, Service Bureaus, IRS programs, refund transfer products, bank products, and related financial services • Proven track record developing and executing strategic growth plans, market expansion initiatives, and go-to-market strategies • Experience conducting financial analysis, business case development, contract negotiations, and strategic planning activities • Strong presentation, communication, and executive influencing skills with experience presenting to boards, executive leadership teams, and strategic partners • Ability to work well under pressure to meet goals & deadlines • Collaboration • Attention to detail • Product Implementation skills • Advance Microsoft skills

🏖️ 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