Principal, Tax Investor Coverage

Crux

6d•$300,000 - $500,000•Remote

About The Position

Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure through advisory, investments, technology, and intelligence. The company is seeking a Principal to join its Tax Investor Coverage team and rapidly scale its buyer network and transaction activity. This role reports to the Head of Tax Investor Coverage. The Principal builds and manages a book of buyer relationships, develops new leads, and grows buyers’ tax credit appetite throughout the customer lifecycle. The role establishes partnerships with senior leaders at corporate buyers, family offices, accounting and tax firms, and banks, and educates buyers on Crux’s platform and tax credit transactions. The Principal supports buyers throughout transactions, develops custom strategies, explains risks and mitigants, addresses commercial issues, and draws on internal and external subject matter experts. The position also contributes customer insights to product development and supports team growth initiatives. Crux operates on a remote-first basis, with work-from-anywhere options in the United States and Canada and optional offices and coworking locations. The position requires willingness to travel 25%. Compensation is stated as total cash compensation in the $300,000s–$500,000s, depending on experience and revenue scope, plus potential performance-based bonus and stock options.

Requirements

At least 8 years of experience in one or more of the following: selling tax-related financial products to corporations and family offices; advising on tax credit accounting methods and transactions; or leading structured origination and/or distribution of financial products, especially tax credits or tax equity.
At least 3 years of renewable tax credit experience.
Comfort and confidence with cold outreach, conference participation, and public speaking.
Strong written and verbal communication skills.
Exceptional relationship-building skills, with the ability to build trust quickly and communicate clearly.
Adaptability and enthusiasm for building at an early-stage company, including willingness to roll up sleeves and build things directly.
Willingness to travel 25%.
FINRA SIE, Series 79, and Series 63 licenses, or willingness to obtain them under Crux’s broker-dealer sponsorship.

Responsibilities

Build and manage a book of business, nurturing and growing buyers throughout the customer lifecycle to increase buyer tax credit appetite and achieve targeted outcomes.
Generate new buyer leads through conferences, networking, outreach, and other methods.
Establish credibility and cultivate and expand partnerships with senior leaders at corporate buyers, family offices, accounting and tax firms, and banks.
Educate buyers about the role of the Crux platform in tax credit transactions and demonstrate how to use it effectively.
Serve as a partner and resource to buyers throughout the transaction lifecycle, including developing strategies tailored to their needs.
Educate buyers on transaction risks and mitigants and proactively address transaction issues.
Build strong buyer relationships and facilitate access to and use of the Crux platform.
Resolve commercial issues effectively and quickly.
Understand the Crux platform, buyer sales processes, transaction flow, pricing, and commercial agreements.
Serve as an expert resource on tax credit transactions and leverage internal and external subject matter experts.
Operate autonomously, surface issues, research them, and propose solutions.
Maintain customer data in the product and other internal tools.
Inform product development with user insights and subject matter expertise.
Explain complicated topics clearly and accurately.
Collaborate with the team and contribute meaningfully to growth initiatives.
Contribute to and help build team culture.
Travel as needed; the role specifies 25% travel.

Benefits

Crux covers 100% of employee healthcare premiums for plans offered through Aetna nationwide and Kaiser in Washington and California; dependent premiums are subsidized 80% in total as a group.
Crux covers 100% of employee dental and vision premiums and 80% of dependent premiums for each.
Family-forming and fertility support.
Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
10 company holidays per year.
20 days of paid time off per year.
401(k) account fees supported by Crux.
Opportunity to exceed bonus targets based on team and individual performance.
Stock options.
Regular company-wide offsites twice a year; individual teams may meet more frequently.
Optional coworking opportunities with coworkers in the Bay Area, Seattle, Denver, Boston, Los Angeles, and elsewhere.