VP, Sales – Tax Division

We are a hybrid, remote-office company with onsite locations in Sioux Falls, SD; Scottsdale, AZ; Louisville, KY; Troy, MI; Franklin, TN; and Easton, PA. Pathward is a financial empowerment company dedicated to creating financial inclusion for all™. We work with innovators to increase financial availability, choice, and opportunity, removing barriers that traditional institutions put in the way of financial access. Our team of problem solvers and innovators celebrates differences and embraces unique perspectives to drive success.

About the Role

The VP of Sales leads our sales team serving the independent tax preparation market. This role is responsible for achieving desired growth, strengthening partner relationships, developing sales strategies aligned with company objectives, and fostering a results-oriented culture. The VP of Sales collaborates with other leaders to maintain our strong brand image and uphold the highest standards of professional conduct.

Responsibilities

• 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.

Requirements

• Bachelor’s degree or equivalent education and work experience; Master’s degree preferred.
• Typically 12+ years of relevant experience with a bachelor’s degree 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 processes 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 with CRM functionality.
• Ability to communicate, influence, and maintain relationships with senior leaders and C-level executives.
• Strong interpersonal and communication skills.

Pay

Salary range: $125,000–$208,000. The range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by factors including a candidate’s experience, qualifications, skills, and location. This role is also eligible for an annual performance-based incentive opportunity.

Benefits

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