The OpportunityWe 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 issue.
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
- 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- Backing, traction & brand:
- We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.
- Have been profitable and are growing exponentially
- We have closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects
- Culture & working dynamic
- Remote-first operating model: Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1'26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond.
- High growth & high ownership culture: We grow quickly by giving extremely talented people a lot of responsibility.
- Best of financial services & technology: We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients' experience.
- Regular team offsites: We sustain culture by bringing the entire company together 3 times a year. Individual teams may also meet up more frequently.
- 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.
- Compensation:
- 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.
- Values
- Care for each other:We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun.
- Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible.
- Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.
- Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other.
- Convene a team that reflects the breadth of experiences in the country: We're building a team with a wide range of backgrounds and a culture where everyone can thrive.
