Principal, Tax Investor Coverage

Principal, Tax Investor CoverageCrux Climate Remote | Boston, Seattle, Denver, Washington D.C. Senior level Apply Summary by Impactpool Crux is seeking a Principal for its Tax Investor Coverage team to enhance buyer relationships and execute transactions in the clean energy sector. The role involves building a book of business, generating leads, and educating buyers on tax credit transactions. Candidates should possess strong relationship-building skills and a deep understanding of tax-related financial products. The position offers a remote-first work environment and opportunities for professional growth in a rapidly scaling company.Candidate Requirements:8+ years of experience in tax-related financial products3+ years of renewable tax credit experienceStrong written and verbal communication skillsUnrivaled relationship building skillsComfortable with cold outreach and public speakingWillingness to travel (25%)FINRA SIE, Series 79 and 63 required or willingness to obtainWe're Financing the Future of EnergyCrux 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 120+ 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 ManufacturingEnergy 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 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 DoBuild 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.ExpectationsBuild strong relationships with buyers and facilitate buyers gaining access to and utilizing the Crux platformProblem solve and address key commercial issues effectively and quicklyUnderstand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreementsServe as an expert resource to buyers on all aspects of tax credit transactions, as well as leverage internal and external subject matter expertsOperate with autonomy, quickly surface issues, research and propose solutionsMaintain your customer data in product and other internal toolsInform product development with user insights and subject matter expertiseDiscuss complicated topics with clarity and accuracyStrong collaborative and team orientation; meaningfully contribute to key growth initiativesWhat You Bring8+ years of experienceSelling tax-related financial products to corporates and family offices; orAdvising on tax credit accounting methods and transactions; orHaving played a leading role in structured origination and/or distribution of financial products, especially tax credits or tax equity3 + years of renewable tax credit experienceComfortable and confident with cold outreach, conference participation and public speakingStrong written and verbal communication skillsUnrivaled relationship building skills; you build trust quickly and communicate clearlyAdaptable and excited about building at the early stage. You're not afraid to roll-up your sleeves and build things yourselfWilling to travel, 25%Contribute to and help build team culture, in ways that are authentic to youFINRA SIE, Series 79 and 63 required or willingness to obtain under Crux's broker-dealer sponsorshipWhat We BringBacking, 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.$500m debt warehouse facility from Nuveen to invest in clean energy.Profitable and are growing exponentiallyClosed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projectsCulture & 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 2 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.AI learning stipend: $5,000 towards AI learning and developmentCompensation:Total cash compensation: $300,000s-$500,