TaxValet is seeking a Marketing and Sales Director to steer the strategy and execution of its sales and marketing efforts in a bootstrapped, fully remote environment. The role focuses on driving new client revenue, supporting communications to clients and partners, shaping the brand, and building a data-driven remote team that can operate with discipline and urgency.
As a senior leader, you will partner with the executive team to map the long-term roadmap for the Sales & Marketing function, cultivate talent, and ensure that messaging, market insight, and cross-department collaboration align with the company’s strategic priorities.
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.
Requirements
- 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
- 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
Technologies
Benefits
- Base Salary: $137,500 / year
- Bonus structure based on achieving new client revenue generation
- 43 days off per year
- 3 additional days off per year to volunteer and serve your community
- Health insurance: Company pays 100% of health, short-term disability, and long-term disability insurance
- Dental insurance: 99% of dental insurance coverage
- Vision insurance
- Health Savings Account
- 401(k) Plan with generous company matching (100% match up to 3%, plus 50% match on 4-5%)
- 100% Remote work with flexible working hours
- Profit sharing program eligibility after year one (pending financial literacy quiz)
- Ongoing training and development; education reimbursement program
- Growth opportunities; promoting from within; cross-department moves
- Diversity, equity, and inclusion; inclusive culture; regular feedback processes
What Success Looks Like
- Target revenue / new client spots attainment
- Target lead generation
- Optimized marketing spend to deliver at least 3.0+ CAC
Some Intangible Benefits Include
- We are named in the top 10 Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
- TaxValet has appeared on the Inc 5000 list in 2023, 2024, and 2025
- eNPS score of over 90 for the past five years
- Glassdoor rating of 4.9 stars
- Ongoing training and development through munch and learns, coaching, diverse projects, and education reimbursement
- Growth opportunities and a culture of promoting from within, with cross-department moves
- A diverse team where all voices are valued and regularly solicited
Commitment to Diversity, Equity, and Inclusion
We actively pursue an inclusive culture and practices that promote equity for all, including people of color, individuals from working-class backgrounds, women, and LGBTQ+ community members. We welcome and encourage applications from these groups. We understand that women and people of color may hesitate to apply unless they feel fully qualified, so we encourage you to apply even if you are not sure you meet every qualification.
