Principal, Tax Investor Coverage

The role

The Principal will build a book of business and scale the network of buyers to achieve tax credit appetite. They will generate leads, establish partnerships with senior leaders, and educate buyers on the Crux platform and tax credit transactions.

What you will do

• Build your own book of business
• Nurture and grow buyers through the entire customer lifecycle
• Generate new buyer leads through conferences, networking, and outreach
• Establish partnerships with senior leaders at corporate buyers, family offices, accounting and tax firms, and banks
• Educate buyers on the Crux platform and tax credit transactions
• Serve as a facilitative partner to buyers throughout the transaction lifecycle
• Educate buyers on risks and mitigants
• Maintain customer data in product and other internal tools
• Inform product development with user insights
• Contribute to key growth initiatives

Required qualifications

• 8+ years of experience selling tax-related financial products to corporates and family offices; or advising on tax credit accounting methods and transactions; or playing a leading role in structured o
• 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
• Willing to travel, 25%
• FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship

Benefits

• Healthcare: 100% of premiums for employees and 80% for dependents
• Dental & vision: 100% of premiums for employees and 80% for dependents
• Family forming & 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
• 401k: account fees supported by Crux
• Stock options

Before you apply

• FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship

About the company

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The team has raised $77 million in capital from top investors.