RefolkCandidates
Open nowFinanceCommercial

Principal, Tax Investor Coverage

Crux · United States

Location
United States
Workplace
Remote
Employment
Full time
Level
Principal
Posted
4 months ago

About this role

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.

Our team of 95+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.

An inflection point in American energy and manufacturing

Energy demand is growing for the first time in decades, driving an urgent need for more affordable and reliable electricity. More electricity requires new clean energy infrastructure and strong domestic supply chains for minerals and components - as well as large amounts of capital.

Traditional project financing is opaque, fragmented, and analog. At Crux, we’re changing that. Through unmatched insights and expertise, white-glove service, purpose-built tools, and risk underwriting, we power a more prosperous, clean, and secure energy future.

We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset.

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 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.

          • We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

            As published by Crux. Applications are handled on their site.

            Skills this posting mentions

            TaxesArtificial IntelligenceSeries 79

            About Crux

            Crux is the capital platform for the clean economy. Our expert team, leading market intelligence, and AI-powered software are changing the way clean energy developers, manufacturers, and investors raise and deploy the capital needed to power a more prosperous, clean, and secure energy future. Crux facilitates transactions across the full stack, including transferable tax credits, debt capital, and tax and preferred equity. Please note: We're aware of people impersonating Crux employees to contact job seekers. If you've received suspicious outreach, please verify at hiring@cruxclimate.com before engaging. We'll never ask for personal or financial information during our hiring process. Securities are only offered through Crux Capital Securities, LLC, a member of FINRA and SIPC. Crux Capital Securities, LLC is a broker-dealer registered with the SEC and various states.

            All 13 openings at Crux

            One click, then it is written

            Apply to Crux with a resume written for this role.

            Queue Principal, Tax Investor Coverage and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Crux’s form for you.

            1. 01Drop your resume

              A PDF or a LinkedIn URL. About a minute, once.

            2. 02I rank the openings

              Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

            3. 03Each one is written up

              Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

            • 25 sent a week, free
            • No card
            • Nothing sent until you say so

            More roles at Crux

            See all

            Similar roles elsewhere

            See more

            Put this to work

            Paste your career in once. Every application after that is written for you.

            Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

            1. 01Drop your resume

              A PDF or a LinkedIn URL. About a minute, once.

            2. 02I rank the openings

              Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

            3. 03Each one is written up

              Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

            • New matches ranked and written before you are up.
            • Every bullet stays inside what your history supports. Nothing invented.
            • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

            500 free credits on sign-up. No card. Nothing is sent until you say so.

            Listed from the job board Crux publishes. Refolk is not the employer and does not handle their hiring. Applications go to Crux directly.