Job Description

We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, what’s the point? At our company, our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours.

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

• Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to join the #2 Best Remote Workplace in America, we'd love to hear from you!

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.)

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