About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About the Role

We are 4x-ing our team size to over 120 team members this year and looking for a skilled VP of Marketing to join our executive team and spearhead Instead’s overall marketing strategy and execution. In this role, you will own all aspects of marketing – from shaping our brand narrative and driving demand generation, to accelerating growth and leading product marketing for new features and offerings. 

As the marketing leader, you will build and mentor a high-performing team and work closely with cross-functional partners in Product, Sales, Account Management and Customer Success to align our go-to-market strategy with business objectives. This is a high-impact leadership position where you’ll work in person in SF and report directly to the CEO and play a pivotal role in scaling Instead’s reach and revenue. If you are a strategic thinker who can also roll up your sleeves in a lean startup, let’s talk.

What You'll Do

• Develop and execute a comprehensive marketing strategy across brand, demand generation, growth, and product marketing.
• Elevate brand positioning and messaging to drive market awareness to taxpayers and the tax professional channel
• Lead multi-channel campaigns and optimize ROI using data-driven insights.
• Build and mentor a high-performing marketing team.
• Collaborate with Sales, Product, and Customer Success to align go-to-market strategies.
• Oversee marketing analytics with a 2m+ budget allocation for continuous improvement.
• Leverage AI throughout the entire GTM motion with an effective, lean team

What You'll Need

• 5-10 years of marketing leadership in B2B SaaS or fintech environments.
• Proven track record in brand strategy, demand generation, and product marketing.
• Demonstrated success in building and managing high-performing teams.
• Data-driven decision-making skills with proficiency in analytics tools.
• Excellent communication, presentation, and executive presence.
• Strong collaborative mindset with cross-functional experience.

Nice to Have

• Experience in tax, accounting, or compliance technology.
• Background marketing financial software or fintech products.
• Startup experience in high-growth, scaling environments.
• Experience with both PLG and SLG sales motions
• Experience managing multiple products with separate GTM motions

Benefits

• Competitive salary and equity in a rapidly growing company
• 100% medical coverage for you
• Unlimited PTO with quarterly bonus opportunities
• 401(k) with employer match
• Parental leave
• Work together with senior leadership in office located in Downtown SF

Equal Opportunity Employer - M/F/D/V

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.