Director, Tax Product Marketing

Pathward, N.A.

7d•$104,000 - $174,000•Hybrid

About The Position

The Director, Tax Product Marketing owns the vision, strategy, investment plan, and execution of marketing for Pathward’s Tax business within the Customer Journey group. The role leads a multidisciplinary team responsible for integrated marketing to business-to-business and business-to-business-to-consumer audiences, and serves as the senior marketing partner to Tax leadership. It translates business and sales objectives into campaigns and customer experiences that strengthen Tax brands, generate demand, deepen customer relationships, and support growth. The Director is accountable for Tax Marketing strategy, team performance, budget, technology capabilities, external partnerships, and measurable business results. This includes directing seasonal and annual marketing plans, creative and content direction, marketing technology strategy and adoption, investment decisions, and communication of plans and outcomes to leadership.

Requirements

Bachelor’s degree or equivalent education and work experience in marketing, communications, business, digital marketing, or a related field.
At least 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.

Nice To Haves

Advanced degree or relevant marketing, automation, CRM, digital, or project management certification.
Experience with Adobe Marketo, Adobe Workfront, Salesforce, and Adobe Creative Cloud.
Experience in banking, payments, tax, fintech, or another regulated industry.

Responsibilities

Own the Tax Marketing function, including 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 creative and content direction and ensure programs align with brand standards, audience needs, and applicable regulatory requirements.
Lead, coach, and develop a multidisciplinary team covering campaign strategy and deployment, marketing automation, creative production, digital content, project management, and event execution.
Advise Tax leadership on marketing and direct how marketing resources, channels, and investments support business and sales priorities.
Develop, propose, and manage the annual Tax Marketing budget in relation to business objectives, campaign plans, technology needs, events, partnerships, external resources, and expected returns.
Lead the 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, increase adoption of existing platform features, and maximize the business value of current technology investments.
Identify opportunities to improve data quality, increase automation, reduce manual work, and connect marketing activity with sales follow-up and business outcomes.
Allocate approved 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.