Director, Enrollment & Onboarding (Tax)

Pathward; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual performance-based incentive

Health insurance

401(k)

Life and disability benefits

Paid time off

Job summary

Pathward is seeking a senior leader to guide the Tax Division's Enrollment & Onboarding function. You will set measurable outcomes, coach a high-performing team through peak seasons, and own enrollment quality, controls, and risk-based decisions.

You’ll produce leadership reports on volumes, turnaround, quality, and risk, while collaborating with Sales, Compliance, Risk, Operations and Customer Service to optimize the onboarding journey.

Qualifications

• Must have leadership of operational teams and workforce planning.
• Ability to convert operational data into leadership insights.
• Strong executive communication and cross-functional influence.
• Experience in regulated environments with quality assurance and controls.
• Experience in enrollment, onboarding, or client operations is preferred.

Responsibilities

• Lead the Enrollment & Onboarding function and set measurable team outcomes.
• Coach and lead a high-performing enrollment team through peak tax seasons.
• Own enrollment quality, controls and risk-based decisions, including sampling and remediation.
• Produce enrollment trend reporting for leadership on volumes, turnaround, quality and risk.
• Partner with Sales, Compliance, Risk, Operations and Customer Service on the onboarding journey.

Skills

Leadership

Operational data to insights

Cross-functional influence

Executive communication

Education

Bachelor's degree or equivalent

Job description

Responsibilities

• Lead the Tax Division's Enrollment & Onboarding function and set measurable team outcomes
• Build, coach and lead a high-performing enrollment team through peak tax seasons
• Own enrollment quality, controls and risk-based decisions, including sampling and remediation
• Produce enrollment trend reporting for leadership on volumes, turnaround, quality and risk
• Partner with Sales, Compliance, Risk, Operations and Customer Service on the onboarding journey

Requirements

• Bachelor's degree or equivalent combination of education and experience
• 7+ years in enrollment, onboarding, customer operations, financial services or tax services
• Leadership of operational teams, workforce planning and performance accountability
• Quality assurance and operational controls in a regulated environment
• Ability to convert operational data into leadership insights
• Strong executive communication and cross-functional influence

Preferred Qualifications

• Leadership, process improvement, quality assurance or compliance training

Benefits

• Annual performance-based incentive
• Health insurance, 401(k), life and disability benefits, paid time off

About the Company

• Pathward is a financial empowerment company focused on financial inclusion and access.