
Director, Tax Product Marketing
Posted 2 days ago

Posted 2 days ago
This is a fully remote position, open to applicants in Arizona, +5 more states.
• Take charge of the Tax Marketing function, encompassing strategy, priorities, operational plans, budget, technology roadmap, team performance, and business outcomes.
• Collaborate with Tax and Sales leadership to create campaigns, customer experiences, and sales-support strategies that drive demand and align with business goals.
• Design and oversee seasonal and annual marketing plans, incorporating digital campaigns, webinars, educational content, sponsorships, events, and various other initiatives.
• Set the creative and content vision for Tax Marketing, ensuring all programs adhere to brand standards, meet audience needs, and comply with relevant regulations.
• Lead, mentor, and develop a diverse team responsible for campaign strategy and implementation, marketing automation, creative production, digital content, project management, and event execution.
• Act as the senior marketing advisor to Tax leadership, guiding how marketing resources, channels, and investments align with business and sales priorities.
• Develop, propose, and manage the annual Tax Marketing budget.
• Direct the Tax Marketing technology strategy and capability roadmap, including tools such as Adobe Marketo, Adobe Workfront, Salesforce, Adobe Creative Cloud, websites, and associated data and integration requirements.
• Ensure marketing platforms facilitate campaign management, customer segmentation, lead processing, project delivery, performance assessment, and scalable operations.
• Enhance the utilization of the marketing technology stack to maximize business value from existing technology investments.
• Elevate data quality, boost automation, minimize manual tasks, and link marketing activities to sales follow-ups and business outcomes.
• Allocate funding, track forecasts and expenditures, assess return on investment, and communicate funding priorities and trade-offs to leadership.
• Present marketing plans, outcomes, investment needs, risks, and recommendations to Tax leadership.
• Perform additional duties as assigned.
• Bachelor’s degree or equivalent education and work experience in marketing, communications, business, digital marketing, or a related field.
• Over 8 years of progressively responsible marketing experience, complemented by a bachelor’s degree or equivalent education and work experience.
• Proven experience managing a marketing function or significant business portfolio, including strategy, leadership, budget management, technology, and business results.
• Experience leading integrated B2B, D2C, or B2B2C marketing across various channels, including digital, email, web, webinars, events, content, and sales-supported avenues.
• Expertise in developing and managing budgets, agencies, consultants, vendors, sponsorships, and external marketing collaborations.
• Familiarity with Adobe Marketo, Adobe Workfront, Salesforce, and Adobe Creative Cloud is highly preferred.
• Background in banking, payments, tax, fintech, or another regulated industry is preferred.
• An advanced degree or relevant certifications in marketing, automation, CRM, digital, or project management is an advantage.
• 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.
Ashby
G2
Cohere
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