Principal, Tax Investor Coverage - Crux

We’re financing the future of energy

Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence.

Our team of 120+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from leading investors and are scaling quickly.

The Opportunity

We are seeking a Principal to join our Tax Investor Coverage team, reporting to our Head of Tax Investor Coverage, to rapidly scale the network of buyers, and execute more transactions.

What you'll do

• Build your own book of business; nurture and grow buyers through the entire customer lifecycle in order to achieve scale of buyer tax credit appetite and reach targeted outcomes.
• Generate new buyer leads through conferences, networking, outreach, and other creative methods.
• Establish credibility, cultivate, and expand partnerships with key senior leaders at corporate buyers, family offices, accounting and tax firms, and banks.
• Educate buyers on the critical role of the Crux platform in tax credit transactions and demonstrate how to utilize Crux to achieve more effective and efficient outcomes.
• Serve as a facilitative partner and resource to buyers throughout the transaction lifecycle, including developing custom strategies to best meet buyer’s needs.
• Educate buyers on risks and mitigants and proactively address transaction issues.

Expectations

• Build strong relationships with buyers and facilitate buyers gaining access to and utilizing the Crux platform.
• Problem solve and address key commercial issues effectively and quickly.
• Understand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreements.
• Serve as an expert resource to buyers on all aspects of tax credit transactions, as well as leverage internal and external subject matter experts.
• Operate with autonomy, quickly surface issues, research and propose solutions.
• Maintain your customer data in product and other internal tools.
• Inform product development with user insights and subject matter expertise.
• Discuss complicated topics with clarity and accuracy.
• Strong collaborative and team orientation; meaningfully contribute to key growth initiatives.

What you bring

• 8+ years of experience in:
  • Selling tax-related financial products to corporates and family offices; or
  • Advising on tax credit accounting methods and transactions; or
  • Having played a leading role in structured origination and/or distribution of financial products, especially tax credits or tax equity.
• 3+ years of renewable tax credit experience.
• Comfortable and confident with cold outreach, conference participation, and public speaking.
• Strong written and verbal communication skills.
• Unrivaled relationship building skills; you build trust quickly and communicate clearly.
• Adaptable and excited about building at the early stage. You’re not afraid to roll up your sleeves and build things yourself.
• Willing to travel (25%).
• Contribute to and help build team culture in ways that are authentic to you.
• FINRA SIE, Series 79, and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.

What we bring

• Remote-first operating model: Work from anywhere in the US, with optional offices in DC and NYC.
• Healthcare: 100% of premiums covered for employees across Aetna and Kaiser plans.
• Dental & Vision: 100% of premiums covered for employees.
• Paid time off: 20 days per year plus 10 company holidays.
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• AI learning stipend: $5,000 towards AI learning and development.
• Stock options: Equity in a rapidly growing, profitable company.