Principal, Tax Investor Coverage

About the role

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.

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.
• 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.

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%

Qualifications

• Contribute to and help build team culture, in ways that are authentic to you

Skills

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

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.