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.

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 our 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 to achieve scale of buyer tax credit appetite.
• Lead Generation: Generate new buyer leads through conferences, networking, outreach, and creative methods.
• Relationship Management: Establish credibility and expand partnerships with senior leaders at corporate buyers, family offices, accounting/tax firms, and banks.
• Education: Educate buyers on the role of the Crux platform and demonstrate how to achieve efficient outcomes.
• Transaction Support: Serve as a facilitative partner throughout the transaction lifecycle, developing custom strategies and addressing risks/mitigants.

Expectations

• Build strong relationships and facilitate platform adoption.
• Problem-solve commercial issues effectively and quickly.
• Maintain customer data in internal tools.
• Inform product development with user insights and subject matter expertise.
• Operate with autonomy and contribute to key growth initiatives.

What you bring

• 8+ years of experience in selling tax-related financial products, advising on tax credit accounting, or structured origination/distribution of financial products.
• 3+ years of renewable tax credit experience.
• Comfort with cold outreach, public speaking, and conference participation.
• Unrivaled relationship-building skills and clear communication.
• Adaptability and an early-stage, "roll-up-your-sleeves" mindset.
• Willingness to travel (25%).
• FINRA SIE, Series 79, and 63 required (or willingness to obtain under Crux sponsorship).

Why join Crux?

• Traction: $77M raised from top-tier investors; $500M debt warehouse facility; 130+ transactions closed.
• Culture: Remote-first model with optional offices in DC and NYC; high-growth, high-ownership environment.
• Benefits: 100% employer-paid health/dental/vision premiums, 16 weeks parental leave for birthing parents, 20 days PTO, and 401k support.
• Compensation: Competitive base salary ($300k-$500k range) plus bonus potential and stock options.