Director of Sales & Marketing (100% Remote)

About the role

Drive the long-term roadmap for the Sales & Marketing Team and provide thoughtful expertise to the senior leadership team. Ensure alignment with company strategy, focusing on process improvement, technology adoption, resource allocation and team capability building.

Develop the Sales & Marketing Team members. Ensure adequate learning opportunities for all staff related to current innovative trends and emerging technologies, and other areas of interest. Effectively communicate processes, procedures and their underlying reasons to the team. Identify areas where employees need additional training and hold them accountable for their work.

Taking ownership of the overall messaging and positioning of the company. Understand the target customer to create messages that resonate with them, help create campaigns to reach them, and provide training to the team to communicate that messaging consistently and effectively.

Monitor industry trends and competitor activities. Provide insights and recommendations to inform and adjust business strategies.

Build and maintain strong relationships between Sales & Marketing and other departments. Ensure effective communication loops that align on goals, projects and outcomes.

Qualifications

• Professional 5+ years of sales and marketing experience in an in-house or agency role with experience leading or managing a team
• Expertise in managing pipeline development and helping teams hit their sales targets
• Expertise in digital marketing, demand generation and supporting a sales team
• Proven track record in successfully implementing strategies to meet revenue generation targets
• Proficiency in CRM platforms like HubSpot or Salesforce
• Experience working with productized services or ideally the sales tax industry
• Proficiency in using a data-driven approach to optimize sales and marketing performance
• Experience managing budgets and allocating resources effectively

Interpersonal

• Ready to learn and grow professionally, and wants a career (not just a job)
• Professional and proactive approach to life
• Comfortable with not having all of the answers and working closely with internal subject matter experts or seeking expertise from others in the field
• Believes that how you work, and the relationships you build with your colleagues, are just as important as your work output
• Approach to learning and growth is action-oriented

Primary Responsibilities

Vision & Direction. Drive the long-term roadmap for the Sales & Marketing Team and provide thoughtful expertise to the senior leadership team. Ensure alignment with company strategy, focusing on process improvement, technology adoption, resource allocation and team capability building.

Team Development and Leadership. Develop the Sales & Marketing Team members. Ensure adequate learning opportunities for all staff related to current innovative trends and emerging technologies, and other areas of interest. Effectively communicate processes, procedures and their underlying reasons to the team. Identify areas where employees need additional training and hold them accountable for their work.

Messaging & Positioning. Take ownership of the overall messaging and positioning of the company. Understand the target customer to create messages that resonate with them, help create campaigns to reach them, and provide training to the team to communicate that messaging consistently and effectively.

Market & Competitive Analysis. Monitor industry trends and competitor activities. Provide insights and recommendations to inform and adjust business strategies.

Cross-Department Collaboration. Build and maintain strong relationships between Sales & Marketing and other departments. Ensure effective communication loops that align on goals, projects and outcomes.

What success looks like

• Target revenue / new client spots attainment
• Target lead generation
• Optimized marketing spend to deliver at least 3.0+ CAC

Compensation and Benefits

• Salary: Base: $137,500
• 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.
• 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.
• 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
• 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!
• 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.