VP, Sales – Tax Division

Pathward
Sioux Falls, Louisville
Workplace: HybridFull timeUSD 125,000 - 208,000 annuallyFunction: SalesExperience: 12+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Relationship management","Communication","Financial acumen"]

Lead the Tax division sales organization serving the independent tax preparation market. Own revenue, budget, growth, market share, and profitability goals, and set sales strategy, business plans, and forecasts. Recruit, develop, coach, and evaluate sales personnel while managing strategic partners and key accounts through proactive relationship management. Represent the company at industry events and coordinate cross-functionally to improve product offerings, go-to-market strategy, and sales campaigns, using Salesforce CRM insights and performance reporting to inform leadership.

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Pathward
Pathward
1 day ago

VP, Sales – Tax Division

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Job Summary

Lead the Tax division sales organization serving the independent tax preparation market. Own revenue, budget, growth, market share, and profitability goals, and set sales strategy, business plans, and forecasts. Recruit, develop, coach, and evaluate sales personnel while managing strategic partners and key accounts through proactive relationship management. Represent the company at industry events and coordinate cross-functionally to improve product offerings, go-to-market strategy, and sales campaigns, using Salesforce CRM insights and performance reporting to inform leadership.
Location: Sioux Falls, Louisville
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Sr. Director level

Key Responsibilities

  • •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, aligning performance expectations with corporate goals and business priorities.
  • •Recruit, develop, coach, and evaluate sales personnel to build and sustain a high-performing sales organization.
  • •Develop and execute sales strategies, business plans, and forecasts to support long-term growth and competitive positioning.
  • •Manage strategic partners and key accounts, lead contract negotiations, and collaborate cross-functionally to enhance go-to-market strategies and sales campaigns.

Pay and Benefits

Salary: USD 125,000 - 208,000 annually
Perks:Health Insurance401kLife InsuranceDisability BenefitsPaid Leave

Key Requirements

  • •Bachelor's degree or equivalent education and work experience.
  • •Typically 12+ years of experience with a bachelor's degree or equivalent.
  • •10+ years of client-facing leadership experience in financial services or the tax industry.
  • •In-depth knowledge of the operations of the Tax division and/or the industry.
  • •Proficiency with Salesforce CRM functionality and Microsoft Office, plus strong financial acumen (P&L, metrics, and trend analysis).
Experience:12+ yearsFinancial servicesTax industry
Education:Bachelor's
Skills:LeadershipCoachingRelationship managementCommunicationFinancial acumen
Languages:English
Tech Stack:Salesforce CRMMicrosoft Office

Company Brief

Pathward
Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.
Industry: Fintech Infrastructure
Growth: Established Company
WebsiteLinkedIn