Director, Tax Product Marketing

Remote; San Francisco (CA); Hybrid; USD 104,000 - 174,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is seeking a results-driven Senior Marketing leader to own the Tax Marketing strategy within the Customer Journey group. You will align with Tax leadership to deliver campaigns, customer experiences, and growth initiatives across B2B and B2B2C audiences.

You will lead a diverse team, manage budgets, and drive technology-enabled programs using Marketo, Salesforce, and Creative Cloud while ensuring regulatory compliance and brand alignment.

Qualifications

• Experience owning a marketing function with strategy, people leadership, budget, and results.
• Experience leading integrated B2B, D2C, or B2B2C marketing across channels.
• Experience with marketing tech like Marketo, Salesforce, and Creative Cloud is preferred.

Responsibilities

• Owns Tax Marketing strategy, budget, and team performance.
• Develops seasonal and annual marketing plans and campaigns.
• Leads multi-disciplinary team in campaign deployment and events.
• Partners with Tax and Sales to generate demand.
• Reports on ROI and investment priorities.

Skills

Strategic leadership

People leadership

Business partnership

Campaign management

MarTech & data fluency

Vendor management

Creative direction

Communication skills

Education

Bachelor's degree

Advanced degree or certification (plus)

Tools

Adobe Marketo

Adobe Workfront

Salesforce

Adobe Creative Cloud

Job description

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Responsible for owning the vision, strategy, investment plan, and execution of marketing for the Tax business within the Customer Journey group. Lead a multidisciplinary team responsible for integrated marketing across business-to-business and business-to-business-to-consumer audiences. Serve as the senior marketing partner to Tax leadership, translating business and sales objectives into campaigns and customer experiences that strengthen Pathward’s Tax brands, create demand, deepen customer relationships, and support growth. Accountable for the Tax Marketing strategy, team performance, budget, technology capabilities, external partnerships, and measurable business results.

What You Will Do:

• Owns the Tax Marketing function, including its strategy, priorities, operating plan, budget, technology roadmap, team performance, and business results.
• Partners with Tax and Sales leadership to develop campaigns, customer experiences, and sales-support strategies that generate demand and support business objectives.
• Develops and leads seasonal and annual marketing plans, including digital campaigns, webinars, educational content, sponsorships, events, and other programs.
• Establishes the creative and content direction for Tax Marketing and ensures programs are consistent with brand standards, audience needs, and applicable regulatory requirements.
• Leads, coaches, and develops a multidisciplinary team responsible for campaign strategy and deployment, marketing automation, creative production, digital content, project management, and event execution.
• Serves as the senior marketing advisor to Tax leadership and directs how marketing resources, channels, and investments support business and sales priorities.
• Develops, proposes, and manages the annual Tax Marketing budget based on business objectives, campaign plans, technology needs, events, partnerships, external resources, and expected returns.
• Leads Tax Marketing technology strategy and capability roadmap, including Adobe Marketo, Adobe Workfront, Salesforce, Adobe Creative Cloud, websites, and supporting data and integration needs.
• Ensures marketing platforms support effective campaign management, customer segmentation, lead handling, project delivery, performance measurement, and scalable operations.
• Owns the plan to mature use of the marketing technology stack, increase adoption of existing platform features, and maximize business value from current technology investments.
• Identifies opportunities to improve data quality, increase automation, reduce manual work, and connect marketing activity with sales follow-up and business outcomes.
• Allocates approved funding, monitors forecasts and spending, evaluates return on investment, and presents funding priorities and tradeoffs to leadership.
• Communicates marketing plans, results, investment needs, risks, and recommendations to Tax leadership.
• Other duties as assigned.

What You Will Need:

• Bachelor’s degree or equivalent education and work experience in marketing, communications, business, digital marketing, or a related field.
• Advanced degree or relevant marketing, automation, CRM, digital, or project management certification is a plus.
• 8+ years of progressively responsible marketing experience with a bachelor’s degree or equivalent education and work experience.
• Experience owning a marketing function or substantial business portfolio, including strategy, people leadership, budget, technology, and business results.
• Experience leading integrated B2B, D2C, or B2B2C marketing across digital, email, web, webinars, events, content, and sales-supported channels.
• Experience developing and managing budgets, agencies, consultants, vendors, sponsorships, and external marketing partnerships.
• Experience with Adobe Marketo, Adobe Workfront, Salesforce, and Adobe Creative Cloud is strongly preferred.
• Experience in banking, payments, tax, fintech, or another regulated industry is preferred.

Competencies

• Strategic Marketing Leadership
• People Leadership and Talent Development
• Business and Sales Partnership
• Integrated Campaign and Customer Journey Management
• Marketing Technology and Data Fluency
• Financial and Vendor Management
• Creative Direction
• Decision-Making and Accountability
• Written and Verbal Communication

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $104,000– $174,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. 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.