VP, Sales – Tax Division

Pathward

VP of Sales leading independent tax-preparation market growth for Pathward, a financial empowerment company. Driving revenue, partnerships, sales strategy, and high-performing teams.

Posted 8/24/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesLead💰 $125,000 - $208,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in sales team management within the tax preparation market, with a focus on achieving revenue and growth objectives. Proficient in developing sales strategies, managing key accounts, and utilizing CRM tools to enhance performance and decision-making.

Highest-signal resume keywords

Sales Team LeadershipRevenue Growth StrategyClient-Facing LeadershipFinancial AcumenCRM Functionality

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentBudget ManagementP&L AnalysisTrend AnalysisMarket InsightsOperational Process KnowledgeTax Industry KnowledgeBusiness PlanningForecastingContract Negotiation

Soft Skills

Interpersonal SkillsCommunication SkillsInfluencing SkillsCoaching SkillsRelationship Management

Tools & Technologies

Salesforce CRMMicrosoft Office

Industry Keywords

Tax Preparation MarketFinancial ServicesStrategic PartnershipsIndustry EventsStakeholder Engagement

About the role

Key responsibilities & impact

Lead the sales team serving the independent tax preparation market
Achieve growth objectives and strengthen relationships with partners
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
Recruit, develop, coach, and evaluate sales personnel
Develop and execute sales strategies, business plans, and forecasts
Manage and retain strategic partners and key accounts
Build relationships with industry influencers, strategic partners, stakeholders, and trade associations
Represent the company at industry events, conferences, partner meetings, and other forums
Lead contract negotiations and close strategic opportunities and partnerships
Collaborate with Product, Operations, Technology, Marketing, Enrollment, Compliance, senior leadership, and other partners
Use Salesforce CRM strategy, data integrity, metrics, industry trends, market insights, and performance reporting to improve pipeline visibility and inform decisions
Provide recommendations to senior leadership
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience
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
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 in CRM functionality
Ability to communicate, influence, and maintain relationships with senior leaders and C-level executives
Strong inter-personal and communication skills
Master's degree preferred

Benefits

Comp & perks

Annual performance-based incentive opportunity
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Comprehensive benefits package for eligible employees