Title: Director of Sales & Marketing

Location: Remote

Shift: 100% Remote work with core working hours of 11 AM - 4 PM EST.

About The Role

As the Director of Sales & Marketing, you will have the opportunity to own the strategy and execution of all efforts driving our new client revenue, supporting communications to our existing clients and partners, shaping TaxValet's brand, and creating growth in the competitive sales tax industry. As a member of TaxValet's leadership team, this role offers a unique opportunity to shape the future of a rapidly growing company and build a world-class team in an environment that values innovation, data-driven decision making, and transformative client experiences.

We are looking for someone who is strategic, yet hands-on, with experience building and scaling sales and marketing efforts. We need someone who can do more with less and expand our impact despite a bootstrapped budget.

Your Qualifications

We're looking for someone who is ready to learn and grow professionally, and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

Professional

• 5+ years of sales and marketing experience in an in-house or agency role with experience leading or managing a team
• Expertise in managing pipeline development and helping teams hit their sales targets
• Expertise in digital marketing, demand generation and supporting a sales team
• Proven track record in successfully implementing strategies to meet revenue generation targets
• Proficiency in CRM platforms like HubSpot or Salesforce
• Experience working with productized services or ideally the sales tax industry
• Proficiency in using a data-driven approach to optimize sales and marketing performance
• Experience managing budgets and allocating resources effectively

Interpersonal

• When you read over TaxValet's core values, you feel excited and inspired at the thought of embodying them day-to-day.
• You hate being bored and feel excited by new challenges and problems to solve.
• You approach life proactively and don't sit around waiting to be told what to do.
• You're okay with not having all of the answers and working closely with internal subject matter experts or seeking expertise from others in the field.
• You believe that how you work, and the relationships you build with your colleagues, are just as important as your work output.
• You prefer to take action to learn as quickly as possible instead of spending days or weeks theorizing.

While creative, design, and sales skills are valued, the primary focus is an innovative leader excited to drive results through disciplined execution of comprehensive strategies. We want a person who can build the system to execute, report, learn and iterate on the sales and marketing initiatives toward our long-term company goals.

Your Primary Responsibilities

• Vision & Direction. Drive the long-term roadmap for the Sales & Marketing Team and provide thoughtful expertise to the senior leadership team. Ensure alignment with company strategy, focusing on process improvement, technology adoption, resource allocation and team capability building.
• Team Development and Leadership. Develop the Sales & Marketing Team members. Ensure adequate learning opportunities for all staff related to current innovative trends and emerging technologies, and other areas of interest. Effectively communicate processes, procedures and their underlying reasons to the team. Identify areas where employees need additional training and hold them accountable for their work.
• Messaging & Positioning. Take ownership of the overall messaging and positioning of the company. Understand the target customer to create messages that resonate with them, help create campaigns to reach them, and provide training to the team to communicate that messaging consistently and effectively.
• Market & Competitive Analysis. Monitor industry trends and competitor activities. Provide insights and recommendations to inform and adjust business strategies.
• Cross-Department Collaboration. Build and maintain strong relationships between Sales & Marketing and other departments. Ensure effective communication loops that align on goals, projects and outcomes.

What Success Looks Like:

No surprises here! After a year on the job, you'll be measured by these specific outcomes:

• Target revenue / new client spots attainment
• Target lead generation
• Optimized marketing spend to deliver at least 3.0+ CAC

Compensation and Benefits

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

• Salary:
• Base: $137,500
• Bonus structure based on achieving new client revenue generation
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously.
• 3 additional days off per year to volunteer and serve your community
• Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
• 401(k) Plan with generous company matching. We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution.
• 100% Remote work with flexible working hours
• The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)

Some intangible benefits include:

• Don't just take our word for it-see what our employees have to say:
• We're proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
• TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
• For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
• Our team has consistently awarded us a 4.9-star rating on Glassdoor!
• Come join us and find out why!
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
• We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
• We are proud to have a diverse team of employees where everyone's voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.

Are You Our Next Teammate?

We'd love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we'll reach out. If there's a mutual interest, we'll reach out to you to collect additional information. Thanks, and we're really looking forward to meeting you.