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Position Overview

The Chief Growth Officer ("CGO") is responsible for developing and executing Community Tax's growth strategy across consumer acquisition, market development, partnership expansion, product and service commercialization, brand positioning, customer engagement, and revenue optimization.

The CGO serves as the executive responsible for identifying, prioritizing, and scaling growth opportunities that drive profitable expansion while preserving the Company's commitment to high-trust value delivery.

The CGO leads the Company's marketing, growth, partnership, and market-development functions and is accountable for creating sustainable demand, expanding strategic relationships, improving customer acquisition economics, and supporting the successful launch and adoption of new products and services.

Organizational Relationships

The Chief Growth Officer reports directly to the Chief Operating Officer.

The CGO works closely with the Chief Operating Officer to align growth initiatives with operational capacity, strategic priorities, resource allocation, budgeting, analytics, and enterprise objectives. The CGO is expected to translate corporate strategy into executable growth initiatives while ensuring that growth efforts are operationally sustainable and financially disciplined.

The CGO collaborates closely with the Chief Sales Officer to ensure alignment between demand generation, lead quality, channel strategy, customer acquisition initiatives, and sales execution. While the Chief Sales Officer maintains responsibility for sales leadership, enrollment operations, conversion performance, and revenue execution, the CGO is responsible for generating and optimizing demand and expanding the channels through which customers enter the Community Tax ecosystem.

The CGO collaborates with the Chief Service Officer to improve customer outcomes, strengthen retention and referral generation, identify opportunities for service innovation, and ensure that customer feedback informs growth strategy, market positioning, and product development.

The CGO collaborates with the Chief Development Officer to identify, negotiate, launch, and scale strategic partnerships, referral programs, integrated distribution relationships, and new business opportunities. The CGO and Chief Development Officer are jointly responsible for evaluating new market opportunities and commercial initiatives while maintaining clear accountability for execution within their respective areas.

Key Responsibilities

Growth Strategy and Corporate Development

• Refine and execute the Company’s comprehensive growth strategy consistent with established strategic objectives.

• Identify and evaluate new markets, customer segments, products, services, and distribution opportunities.

• Partner with executive leadership to prioritize growth initiatives and allocate resources effectively.

• Evaluate acquisition, partnership, licensing, and strategic expansion opportunities.

Market Development and Positioning

• Develop and maintain the Company's market positioning, messaging architecture, and value proposition.

• Conduct ongoing market research, competitive intelligence, and customer segmentation analysis.

• Monitor industry trends, regulatory developments, and competitive activity to identify opportunities and risks.

• Lead go-to-market planning for new products, services, and strategic initiatives.

Marketing and Demand Generation

• Oversee all marketing functions including digital marketing, paid media, SEO, SEM, social media, content marketing, email marketing, marketing automation, affiliate marketing, referral marketing, and direct-response campaigns.

• Develop and execute integrated marketing campaigns targeting both English- and Spanish-speaking consumers.

• Establish and manage customer acquisition strategies designed to optimize growth and profitability.

• Continuously improve lead generation, lead quality, conversion pathways, and customer acquisition economics.

Partnerships and Channel Growth

• Develop and execute strategies to expand referral, affiliate, strategic partnership, and channel ecosystems.

• Support the commercialization and scaling of integrated partnership programs.

• Identify opportunities to deepen engagement with existing partners and expand participation across partner networks.

• Collaborate with executive leadership to structure and evaluate partnership economics and growth opportunities.

Product Commercialization and Innovation

• Collaborate with Operations, Sales, Service, and Development leadership to identify new products, services, and customer solutions.

• Lead commercialization planning, launch strategy, positioning, adoption initiatives, and market expansion efforts.

• Develop frameworks for evaluating product-market fit, customer demand, and long-term growth potential.

Customer Experience and Retention

• Partner with the Chief Service Officer to improve customer satisfaction, retention, referral generation, and long-term customer value.

• Utilize customer feedback, Voice of Customer initiatives, review-generation programs, and market research to improve growth outcomes.

Budgeting, Resource Allocation, and Growth Investment Management

• Partner with the Chief Operating Officer on planning and budgeting process as to marketing aligned with corporate objectives and financial targets.

• Establish and maintain a rigorous budgeting framework that links expenditures to measurable growth outcomes, customer acquisition objectives, and strategic priorities.

• Evaluate, prioritize, and allocate resources across channels, products, partnerships, campaigns, and strategic initiatives to maximize return on investment and long-term enterprise value.

• Develop and maintain forecasting models for customer acquisition, revenue generation, channel performance, and marketing efficiency.

• Monitor budget performance through regular reporting, variance analysis, and performance reviews, recommending adjustments as market conditions and business priorities evolve.

• Partner with the Chief Operating Officer and Finance leadership to support annual operating plans, long-range strategic plans, capital allocation decisions, and enterprise forecasting activities.

• Establish financial accountability across the growth organization through disciplined measurement of customer acquisition cost, lifetime value, payback periods, contribution margins, channel profitability, and marketing return on investment.

• Build a culture of investment discipline by requiring business cases, success metrics, and post-investment reviews for significant growth initiatives and strategic expenditures.

Analytics and Performance Management

• Refine and maintain growth dashboards, reporting frameworks, forecasting tools, and performance metrics.

• Monitor customer acquisition cost, lifetime value, channel economics, conversion rates, retention metrics, and marketing ROI.

• Present regular performance reporting and strategic recommendations to executive leadership.

Leadership and Team Development

• Recruit, develop, and lead high-performing marketing, growth, partnership, and market-development teams.

• Foster a culture of accountability, experimentation, continuous improvement, and data-driven decision making.

• Build organizational capabilities necessary to support long-term growth objectives.

Success Metrics

• Revenue growth

• Marketing-sourced revenue

• Partner-sourced revenue

• Customer acquisition cost (CAC)

• Customer lifetime value (LTV)

• CAC payback period

• Lead generation and conversion performance

• Retention and referral metrics

• Marketing ROI

• EBITDA contribution

• Strategic partnership growth