Director, Tax Product Marketing

Pathward

. Own the Tax Marketing function, including its strategy, priorities, operating plan, budget, technology roadmap, team performance, and business results .

Posted 11/3/2026full-timeRemote • United StatesLead💰 $104,000 - $174,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading Tax Marketing strategies, managing budgets, and developing integrated marketing campaigns across various channels. Proficient in utilizing marketing technology tools to enhance campaign performance and drive business results.

Highest-signal resume keywords

Tax Marketing Strategy OwnershipIntegrated B2B Marketing ExperienceBudget Management and AllocationAdobe Marketo ProficiencyTeam Leadership and Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Digital MarketingCampaign StrategyProject ManagementCustomer SegmentationPerformance Measurement

Soft Skills

CommunicationLeadershipCollaboration

Tools & Technologies

Adobe MarketoAdobe WorkfrontSalesforceAdobe Creative Cloud

Certifications & Qualifications

Project Management CertificationDigital Marketing Certification

Industry Keywords

BankingPaymentsTaxFintechRegulated Industry

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Own the Tax Marketing function, including its strategy, priorities, operating plan, budget, technology roadmap, team performance, and business results
Partner with Tax and Sales leadership to develop campaigns, customer experiences, and sales-support strategies that generate demand and support business objectives
Develop and lead seasonal and annual marketing plans, including digital campaigns, webinars, educational content, sponsorships, events, and other programs
Establish the creative and content direction for Tax Marketing and ensure programs are consistent with brand standards, audience needs, and applicable regulatory requirements
Lead, coach, and develop a multidisciplinary team responsible for campaign strategy and deployment, marketing automation, creative production, digital content, project management, and event execution
Serve as the senior marketing advisor to Tax leadership and direct how marketing resources, channels, and investments support business and sales priorities
Develop, propose, and manage the annual Tax Marketing budget
Lead Tax Marketing technology strategy and capability roadmap, including Adobe Marketo, Adobe Workfront, Salesforce, Adobe Creative Cloud, websites, and supporting data and integration needs
Ensure marketing platforms support campaign management, customer segmentation, lead handling, project delivery, performance measurement, and scalable operations
Mature use of the marketing technology stack and maximize business value from current technology investments
Improve data quality, increase automation, reduce manual work, and connect marketing activity with sales follow-up and business outcomes
Allocate funding, monitor forecasts and spending, evaluate return on investment, and present funding priorities and tradeoffs to leadership
Communicate marketing plans, results, investment needs, risks, and recommendations to Tax leadership
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent education and work experience in marketing, communications, business, digital marketing, or a related field
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
Advanced degree or relevant marketing, automation, CRM, digital, or project management certification is a plus

Benefits

Comp & perks

Annual performance-based incentive opportunity
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Comprehensive benefits package
Reasonable accommodation under the Americans with Disabilities Act and certain state or local laws