Growth Leader: Tax Partnerships & Business Development

Remote; San Francisco (CA); Hybrid; USD 86,000 - 145,000; 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 Managing Director of Business Development to drive strategic growth initiatives across tax preparation, financial services, and fintech ecosystems. You will build high-value partnerships, expand market opportunities, and increase product adoption while delivering revenue and customer value.

You will lead negotiations, develop business cases, and collaborate across Sales, Product, Compliance, and Marketing to execute partnerships and ensure long-term success.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 8+ years of progressive business development, strategic partnership, sales leadership, or related experience.
• 5+ years leading complex strategic partnerships with measurable revenue impact.
• Strong understanding of the tax preparation ecosystem and related financial services.
• Experience with financial analysis, business case development, and contract negotiations.
• Strong presentation and executive influencing skills for boards and leadership.
• Ability to work under pressure to meet goals and deadlines.
• Collaboration and attention to detail.
• Product implementation skills.
• Advanced Microsoft skills.

Responsibilities

• Identify, develop, and expand strategic opportunities to drive growth in tax-related products and financial solutions.
• Build and manage relationships with tax firms, software providers, associations, and partners.
• Develop and execute strategies to increase product adoption, market share, and revenue.
• Negotiate and manage new partnership opportunities aligned with objectives.
• Maintain a robust pipeline of prospective clients and partners.
• Collaborate with Sales, Operations, Product, Compliance, Marketing, and Leadership for implementation and management of partnerships.
• Monitor market conditions, trends, and regulatory impacts relevant to business.

Skills

Strategic partnerships

Enterprise sales

Go-to-market strategies

Financial analysis

Contract negotiations

Executive communications

Collaboration

Attention to detail

Product implementation

Microsoft Office (Advanced)

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Job description

Pathward is seeking a Managing Director of Business Development to drive strategic growth initiatives across tax preparation, financial services, and fintech ecosystems. You will build high-value partnerships, expand market opportunities, and increase product adoption while delivering revenue and customer value.

You will lead negotiations, develop business cases, and collaborate across Sales, Product, Compliance, and Marketing to execute partnerships and ensure long-term success.