Director of Enrollment & Onboarding Excellence

Pathward, National Association; United States; Híbrido; USD 86.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Descripción de la vacante

Pathward is seeking a senior leader to manage Enrollment & Onboarding for the Tax Division. You will drive performance, quality, and customer onboarding excellence, partnering with Sales, Compliance, Risk, Operations, and Customer Service to ensure a consistent journey.

The role requires guiding complex enrollment decisions, building a high-performing team, and delivering scalable processes for peak tax-season volumes and year-round needs.

Formación

• Bachelor's degree or equivalent with leadership, process improvement, QA, or compliance training preferred.
• 7+ years experience in enrollment, onboarding, customer ops, financial/tax services, or compliance.
• Proven leadership of operational teams with talent development and performance accountability.
• Experience owning QA, controls, and risk-based decisions in regulated settings.
• Ability to translate data into clear leadership insights and actions.
• Strong executive communication and cross-functional influence

Responsabilidades

• Lead Enrollment & Onboarding to translate goals into priorities and plans.
• Coach and lead high-performing enrollment teams for peak tax-season volumes.
• Foster accountability, communication, and continuous improvement.
• Ensure enrollment quality and control through sampling and gap resolution.
• Serve as decision authority for complex enrollment matters.
• Identify opportunities to simplify processes and improve accuracy.
• Partner with Compliance to address higher-risk cases and implement changes.
• Produce enrollment trend reporting for leadership.
• Use data to anticipate pressure points and allocate resources.
• Ensure readiness for new tax products and seasonal demand.
• Maintain clear communication with stakeholders.
• Collaborate across functions to remove enrollment barriers.
• Represent Enrollment & Onboarding in cross-functional planning.
• Other duties as assigned.

Conocimientos

Leadership

Enrollment leadership

Quality assurance

Data analysis

Cross-functional influence

Executive communication

Educación

Bachelor's degree

Herramientas

CRM systems

Descripción del empleo

Pathward is seeking a senior leader to manage Enrollment & Onboarding for the Tax Division. You will drive performance, quality, and customer onboarding excellence, partnering with Sales, Compliance, Risk, Operations, and Customer Service to ensure a consistent journey.

The role requires guiding complex enrollment decisions, building a high-performing team, and delivering scalable processes for peak tax-season volumes and year-round needs.