VP, Sales – Tax Division

Job not on LinkedIn

🔥 0 minutes ago

🌵 Arizona, Kentucky, +4 more states – Remote

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

💵 $125k - $208k / year

⏰ Full Time

🔴 Lead

💰 Tax

👻 Ghost score 2%

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 sales team serving the independent tax preparation market • Achieve growth objectives and strengthen relationships with partners • Set and achieve revenue, budget, growth, market share, and profitability objectives for the Tax division sales team • Provide leadership and direction to Sales and Support teams • Recruit, develop, coach, and evaluate sales personnel • Develop and execute sales strategies, business plans, and forecasts • Manage and retain strategic partners and key accounts • Build relationships with industry influencers, strategic partners, stakeholders, and trade associations • Represent the company at industry events, conferences, partner meetings, and other forums • Lead contract negotiations and close strategic opportunities and partnerships • Collaborate with Product, Operations, Technology, Marketing, Enrollment, Compliance, senior leadership, and other partners • Use Salesforce CRM strategy, data integrity, metrics, industry trends, market insights, and performance reporting to improve pipeline visibility and inform decisions • Provide recommendations to senior leadership • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent education and work experience • Typically 12+ years with bachelor's or equivalent • 10+ years of experience in client-facing leadership in the financial services or tax industry • In depth knowledge of the operations of the Tax division and/or industry • Solid understanding of technology and operational process required to deliver and support new products • Exceptional financial acumen, including working with P&Ls, reading partner and Pathward Financial metrics, trend analysis, and other financial tools • Proficiency with Microsoft Office applications • Experience in CRM functionality • Ability to communicate, influence, and maintain relationships with senior leaders and C-level executives • Strong inter-personal and communication skills • Master's degree 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