Marketing and Sales Director

TaxValet is seeking a Marketing and Sales Director to lead the strategy and execution of sales and marketing for new client revenue in a remote, bootstrapped environment.

Responsibilities

• Vision and direction: guide the long term road map for the Sales & Marketing function, align with company strategy, and drive process improvements, technology adoption, resource planning, and team capability building.
• Team development and leadership: mentor the Sales & Marketing team, provide learning opportunities on trends and emerging technologies, clearly communicate processes and rationales, identify training needs, and hold staff accountable.
• Messaging and positioning: own the company messaging and positioning, understand the target customer, craft resonant messages and campaigns, and train the team to communicate consistently and effectively.
• Market and competitive analysis: monitor industry trends and competitor activities, offering insights to inform strategy adjustments.
• Cross department collaboration: foster strong relationships with other teams and establish effective communication loops to align goals, projects, and outcomes.

Requirements

• 5+ years of sales and marketing experience in an in house or agency setting with leadership or management responsibilities.
• Proven ability to manage pipeline development and help teams meet sales targets.
• Expertise in digital marketing, demand generation, and supporting a sales organization.
• Track record of implementing strategies that generate revenue.
• Proficiency with CRM platforms such as HubSpot or Salesforce.
• Experience with productized services or ideally the sales tax sector.
• Data driven approach to optimize sales and marketing performance.
• Experience managing budgets and allocating resources effectively.
• Alignment with TaxValet core values and the ability to embody them daily.
• Desire to tackle new challenges and stay engaged in a dynamic environment.
• Proactive work style with a preference for taking initiative and collaborating with subject matter experts as needed.
• Focus on teamwork and relationships as well as output.
• Preference for action oriented learning and rapid development over prolonged planning.

Technologies

• HubSpot
• Salesforce

Benefits

• Base salary: $137,500 per year
• Bonus based on achieving new client revenue targets
• 43 days off per year
• 3 additional days off per year to volunteer and serve the community
• Health insurance: company pays 100% of health, short term and long term disability coverage
• Dental insurance: 99% 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 eligibility after year one (subject to a financial literacy requirement)
• Ongoing training and development; education reimbursement program
• Growth opportunities; promotions from within; cross department moves
• Diversity, equity, and inclusion; inclusive culture; regular feedback processes

What success looks like

• Attainment of target revenue and new client intake
• Achievement of target lead generation
• Optimized marketing spend delivering a CAC of 3.0x or better

Intangible benefits

• Driven culture with recognition as a top remote workplace by Best Companies Group in 2023, 2025, and 2026
• Inc 5000 recognition in 2023, 2024, and 2025
• eNPS score above 90 for five years
• Glassdoor rating around 4.9 stars
• Ongoing training, munch and learns, coaching, and education reimbursement
• Opportunities to grow within the company and explore cross department moves
• Diverse team with regular channels for feedback and input from all employees

Diversity, equity, and inclusion

• Active steps to maintain an inclusive culture and promote equity for people of color, individuals from working class backgrounds, women, and LGBTQ+ colleagues
• Encouragement for applications from underrepresented identities and other historically marginalized groups
• Recognition that not all applicants will meet 100% of qualifications and invitation to apply nonetheless