Principal, Tax Investor Coverage

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Develop and enhance a portfolio of clients by fostering relationships with buyers throughout the entire customer journey.

• Acquire new buyer leads through various channels including conferences, networking, outreach, and innovative strategies.

• Build and strengthen collaborations with senior executives at corporate buyers, family offices, accounting and tax firms, and banks.

• Provide education to buyers about Crux’s platform and its application in tax credit transactions.

• Assist buyers during the transaction lifecycle and create tailored strategies.

• Inform buyers about risks and mitigants while proactively resolving transaction challenges.

• Enable buyer access to and effective use of the Crux platform.

• Address commercial issues efficiently and promptly.

• Comprehend the platform, buyer sales process, transaction flow, pricing, and commercial agreements.

• Act as a knowledgeable resource on tax credit transactions and leverage both internal and external subject matter experts.

• Work independently, identify issues, conduct research, and recommend solutions.

• Maintain customer information in both product and internal tools.

• Provide insights for product development based on user experiences and subject matter expertise.

• Clearly and accurately articulate complex topics.

• Contribute to growth strategies and the overall team culture.

• Report directly to the Head of Tax Investor Coverage.

⛳️ Requirements

• Minimum of 8 years of professional experience.

• At least 3 years of experience in renewable tax credits.

• Proven track record in selling tax-related financial products to corporations and family offices, advising on tax credit accounting methods and transactions, or leading structured origination and/or distribution of financial products, particularly tax credits or tax equity.

• Comfortable with cold outreach, participating in conferences, and public speaking.

• Excellent written and verbal communication skills.

• Strong skills in building relationships.

• Flexible and enthusiastic about contributing to an early-stage company.

• Willingness to travel 25% of the time.

• FINRA SIE, Series 79, and Series 63 certifications required, or a commitment to obtain these under Crux’s broker-dealer sponsorship.

🏝️ Benefits

• Remote-first working model: Flexibility to work from anywhere in the US and Canada, or from optional offices located in DC and NYC.

• Optional co-working spaces available with colleagues in the Bay Area, Seattle, Denver, Boston, LA, and beyond.

• Biannual team offsite events.

• Comprehensive healthcare coverage: 100% of employee premiums covered under Aetna plans nationwide and Kaiser plans in WA and California; 80% of dependent premiums subsidized.

• Dental and vision coverage: 100% of employee premiums covered and 80% of dependent premiums covered.

• Support for family formation and fertility.

• Parental leave policy: 16 weeks for birthing parents and 12 weeks for non-birthing parents.

• 10 company holidays each year.

• 20 days of paid time off annually.

• 401(k) account fees covered by Crux.

• Potential to exceed bonus targets based on individual and team performance.

• Stock options available.

• Total cash compensation ranging from $300,000s to $500,000s, excluding equity value.