Managing Director, Business Development, Tax

Pathward

. Identify, develop, and expand strategic business opportunities for tax-related products, services, and financial solutions .

Posted 9/16/2026full-timeRemote • Arizona • United StatesLead💰 $86,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and strategic partnerships within the tax and financial services sectors, with a strong focus on market expansion, revenue growth, and relationship management. Proficient in financial analysis, contract negotiations, and executing go-to-market strategies.

Highest-signal resume keywords

Business DevelopmentStrategic PartnershipsFinancial AnalysisTax Preparation EcosystemPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Case DevelopmentContract NegotiationsMarket Expansion InitiativesGo-To-Market StrategiesRevenue Growth Tracking

Soft Skills

CollaborationAttention to DetailCommunication SkillsExecutive Influencing SkillsAbility to Work Under Pressure

Tools & Technologies

Microsoft Office SuiteTax SoftwareCRM Systems

Industry Keywords

Tax-Related ProductsFinancial SolutionsFintechFinancial ServicesSoftware Industry

About the role

Key responsibilities & impact

Identify, develop, and expand strategic business opportunities for tax-related products, services, and financial solutions
Build and maintain relationships with tax preparation firms, software providers, industry associations, and strategic partners
Develop and execute business development strategies to increase product adoption, market share, and revenue growth
Identify, negotiate, and manage partnership opportunities aligned with company objectives and profitability targets
Create, manage, and maintain a pipeline of prospective clients, referral partners, and strategic opportunities
Collaborate with Sales, Operations, Product, Compliance, Marketing, and Executive Leadership on partnership implementation and management
Serve as a subject matter expert on the tax industry, including tax preparation trends, IRS programs, financial products, and competitive dynamics
Analyze market conditions, customer needs, industry trends, emerging opportunities, and potential risks
Conduct presentations, product demonstrations, and executive-level discussions
Develop business cases and financial analyses for strategic initiatives and partnerships
Monitor competitor activities, new market entrants, and evolving industry regulations
Partner with Marketing on trade shows, conferences, webinars, sponsorships, and customer engagement initiatives
Work with key accounts to maximize partner satisfaction, retention, and long-term growth
Support contract negotiations and renewal discussions
Track and report metrics for revenue growth, partner activity, customer acquisition, and strategic initiatives
Contribute to annual planning, forecasting, and strategic growth objectives
Maintain knowledge of company products, services, operational processes, and compliance requirements
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience
8+ years of progressive business development, strategic partnership, sales leadership, or related experience, with a significant portion focused on the tax, fintech, financial services, banking, and/or software industries
5+ years of experience leading complex strategic partnerships, channel development, enterprise sales, or business growth initiatives with measurable revenue impact
Strong understanding of the tax preparation ecosystem, including tax software providers, Service Bureaus, IRS programs, refund transfer products, bank products, and related financial services
Proven track record developing and executing strategic growth plans, market expansion initiatives, and go-to-market strategies
Experience conducting financial analysis, business case development, contract negotiations, and strategic planning activities
Strong presentation, communication, and executive influencing skills with experience presenting to boards, executive leadership teams, and strategic partners
Ability to work well under pressure to meet goals & deadlines
Collaboration
Attention to detail
Product Implementation skills
Advance Microsoft skills

Benefits

Comp & perks

Annual performance-based incentive opportunity
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Comprehensive benefits package for eligible employees