VP, Sales – Tax Division
P
PathwardFinancial Services
RemoteFull-TimeVp
Salary$125,000– $208,000
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Job Details
- Experience
- Typically 12+ years with bachelor's or equivalent; 10+ years of experience in client-facing leadership in the financial services or tax industry.
- Required Skills
- LeadershipSalesforceMicrosoft OfficeCRM
Requirements
- Bachelor's degree or equivalent education and work experience.
- Master's degree preferred.
- Typically 12+ years of experience with bachelor's degree.
- 10+ years of experience in client-facing leadership in the financial services or tax industry.
- In-depth knowledge of Tax division operations and industry.
- Solid understanding of technology and operational processes required to deliver and support products.
- Exceptional financial acumen including P&L management, financial metrics, and trend analysis.
- Proficiency with Microsoft Office applications.
- Experience in CRM functionality.
- Ability to communicate, influence, and maintain relationships with senior leaders and C-level executives.
Responsibilities
- Set and achieve revenue, budget, growth, market share, and profitability objectives for the Tax division sales team.
- Provide leadership and direction to Sales and Support teams to ensure alignment with corporate goals and performance expectations.
- Recruit, develop, coach, and evaluate sales personnel to build a high-performing sales organization.
- Develop and execute sales strategies, business plans, and forecasts to support long-term growth.
- Manage and retain strategic partners and key accounts through proactive relationship management.
- Build and maintain relationships with industry influencers and stakeholders to strengthen market presence.
- Lead contract negotiations and support the closure of strategic opportunities.
- Collaborate with cross-functional partners like Product, Operations, and Compliance to enhance offerings and go-to-market strategies.
- Utilize Salesforce CRM, data metrics, and industry insights to inform decisions and improve pipeline visibility.
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