Director of Sales and Marketing

Vision & Direction

You will drive the long-term roadmap for the Sales & Marketing team. Align with company strategy by focusing on process improvement, tech adoption, and resource allocation.

Team Development & Leadership

Mentor and develop team members. Identify training needs, introduce emerging technologies, and hold staff accountable for high-quality work.

Messaging & Positioning

Own the company's brand messaging. Understand the target customer to create resonant campaigns and ensure the team communicates this messaging consistently.

Market & Competitive Analysis

Monitor industry trends and competitor activities to provide strategic, actionable business recommendations.

Cross-Department Collaboration

Build strong relationships with other internal departments to ensure effective communication loops and alignment on company goals.

Primary Responsibilities

• Drive the long-term roadmap for the Sales & Marketing team.
  • Align with company strategy by focusing on process improvement, tech adoption, and resource allocation.
• Mentor and develop team members.
  • Identify training needs, introduce emerging technologies, and hold staff accountable for high-quality work.
• Own the company's brand messaging.
  • Understand the target customer to create resonant campaigns and ensure the team communicates this messaging consistently.
• Monitor industry trends and competitor activities.
  • Provide strategic, actionable business recommendations.
• Build strong relationships with other internal departments.
  • Ensure effective communication loops and alignment on company goals.

Qualifications

• Professional Leadership: 5+ years of in-house or agency sales and marketing experience, including direct team management.
  • Proven track record managing pipeline development, implementing revenue strategies, and helping teams hit sales targets.
• Sales & Pipeline: Expertise in digital marketing, demand generation, and sales enablement.
  • Experience managing budgets effectively; experience with productized services or the sales tax industry is a plus.
• Tech & Data: Proficiency in CRM platforms (HubSpot/Salesforce) and using data-driven approaches to optimize performance.
  • Experience with productized services or the sales tax industry is a plus.
• Industry & Finance: Experience managing budgets effectively.
  • Experience with productized services or the sales tax industry is a plus.
• Interpersonal Value-Driven: Excited to embody TaxValet's core values day-to-day.
  • Believes strong team relationships are just as important as work output.
• Proactive & Resilient: Thrives on new challenges, works proactively, and is comfortable collaborating with internal subject matter experts when answers aren't readily available.
  • Thrives on new challenges, works proactively, and is comfortable collaborating with internal subject matter experts when answers aren't readily available.
• Action-Oriented: Prefers continuous learning and quick execution over prolonged theorizing.
  • Prefers continuous learning and quick execution over prolonged theorizing.
• Culture-Focused: Believes strong team relationships are just as important as work output.
  • Believes strong team relationships are just as important as work output.

What Success Looks Like

• Target revenue / new client spots attainment.
  • No surprises here! After a year on the job, you’ll be measured by these specific outcomes:
• Target lead generation.
  • No surprises here! After a year on the job, you’ll be measured by these specific outcomes:
• Optimized marketing spend to deliver at least 3.0+ CAC.
  • No surprises here! After a year on the job, you’ll be measured by these specific outcomes:

Compensation and Benefits

• Base Salary: $137,500 per year.
  • Compensation and Benefits
• Bonus structure based on achieving new client revenue generation.
  • 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. 3 additional days off per year to volunteer and serve your community.
• Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
  • Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
• 401(k) Plan with generous company matching.
  • We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution. 100% Remote work with flexible working hours.
• The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz).
  • The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz).
• Some intangible benefits include:
  • Don't just take our word for it—see what our employees have to say:
• We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026.
  • We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
• TaxValet has made the Inc 5000 list in 2023, 2024, and 2025.
  • TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
• For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
  • For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
• Our team has consistently awarded us a 4.9-star rating on Glassdoor!
  • Our team has consistently awarded us a 4.9-star rating on Glassdoor!

Commitment to Diversity, Equity, and Inclusion

• We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community.
  • We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community.
• We welcome and encourage applications from people with these identities or members of other historically marginalized groups.
  • We welcome and encourage applications from people with these identities or members of other historically marginalized groups.
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
  • We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
• We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
  • We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
• We are proud to have a diverse team of employees where everyone's voice matters. And we mean that!
  • We are proud to have a diverse team of employees where everyone's voice matters. And we mean that!
• We have regular processes in place for everyone to share their feedback, thoughts and ideas.
  • We have regular processes in place for everyone to share their feedback, thoughts and ideas.