Principal, Tax Investor Coverage

Crux

5d • Remote

About The Position

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company has a team of over 95 experts in energy, tax, finance, government, and technology, and has raised $77 million in capital from prominent investors. Crux is experiencing rapid growth due to the increasing demand for clean energy infrastructure and domestic supply chains. The company aims to transform traditional project financing, which is often opaque, fragmented, and analog, by leveraging insights, expertise, purpose-built tools, and risk underwriting to foster a more prosperous, clean, and secure energy future. They are seeking individuals with deep expertise and a tech-forward mindset to join their scaling team.

Requirements

• 8+ years of experience
• 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

Responsibilities

• 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 issue.
• 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

Benefits

• Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
• Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• Total cash compensation: $300,000s-$500,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
• Opportunity to exceed bonus targets based on team and individual performance.
• Stock options in a rapidly growing company.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed