Director, Tax Product Marketing

Responsibilities

• 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.

Requirements

• 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.

Benefits

• 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.