VP, Sales – Tax Division

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

About the Role:

The VP of Sales leads our sales team that serves the independent tax preparation market, responsible for achieving desired growth, strengthens our relationships with our partners, develops sales strategies that align with company objectives, creates a culture of results-oriented behavior among the team, collaborates with other leaders in maintaining our strong brand image with the highest standards of professional conduct.

What You Will Do:

• Sets and achieves revenue, budget, growth, market share, and profitability objectives for the Tax division sales team.
• Provides leadership and direction to Sales and Support teams, ensuring alignment with corporate goals, performance expectations, and business priorities.
• Recruits, develops, coaches, and evaluates sales personnel to build and sustain a high-performing sales organization.
• Develops and executes sales strategies, business plans, and forecasts that support long-term business growth and competitive positioning.
• Manages and retains strategic partners and key accounts through proactive relationship management and account strategies.
• Builds and maintains relationships with industry influencers, strategic partners, key stakeholders, and trade associations to strengthen market presence and brand awareness.
• Represents the company at industry events, conferences, partner meetings, and other forums to promote products, services, and brand reputation.
• Leads contract negotiations and supports the successful closure of strategic opportunities and partnerships.
• Collaborates with Product, Operations, Technology, Marketing, Enrollment, Compliance, senior leadership, and other partners to enhance product offerings, customer experience, go-to-market strategies, and sales campaigns.
• Uses Salesforce CRM strategy, data integrity, metrics, industry trends, market insights, and performance reporting to improve pipeline visibility, inform decisions, and provide recommendations to senior leadership.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience.
• Master's degree preferred.
• 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.
• Must possess exceptional financial acumen to include working with P&L’s, reading partner and Pathward Financial metrics, trend analysis, and other financial tools.
• Must display proficiency with Microsoft Office applications.
• Have experience in CRM functionality
• Ability to communicate, influence, and maintain relationships with senior leaders and C-level executives
• Financial acumen
• Strong inter-personal and communication skills

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $125,000– $208,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are: 

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

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