Tax Partnerships Lead

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

📋 Description

• Manage relationships with accounting and tax advisory firms comprehensively.

• Enhance partner enablement strategies and nurture advocates within partner firms.

• Strengthen partner qualification and collaborate with commercial and marketing teams to boost conversion rates.

• Foster deeper connections with the largest accounting firms in the U.S.

• Independently lead partner meetings while navigating business development teams and independence constraints.

• Develop champions across various business units and geographical locations.

• Improve the partner playbook and systematize the referral lifecycle processes.

• Increase engagement with mid-market and regional accounting firms.

• Design new referral and co-selling frameworks.

• Focus on relationships, business units, and referral types that attract tax credit buyers and tax equity investors to the platform.

• Maintain partner records, attribution, and pipeline management in collaboration with RevOps.

• Monitor the health of champions and the momentum of referrals.

• Enhance repeatable partner playbooks.

• Collaborate with Market Intelligence and Marketing on intelligence briefings, customized reports, events, and client activation initiatives.

• Participate in partner briefings, conferences, and roadshows.

• Report directly to the Partnerships Principal.

• Willingness to travel approximately 25% of the time.

⛳️ Requirements

• Strong tax fluency to effectively engage with Big 4 tax partners and in-house tax executives.

• Insight into how tax considerations influence deal structures and client advisory.

• Familiarity with accounting-firm transaction processes, business development organizations, independence and compliance constraints, billing relationships, and partner referral incentives.

• Demonstrated capability to cultivate impactful relationships with enterprise-level partners.

• Proven history of driving significant commercial results, such as revenue generation, pipeline contribution, or conversion metrics.

• Approximately 6–8 years of relevant experience.

• Experience managing significant workstreams or relationships autonomously.

• Background in developing or refining playbooks.

• Ability to work effectively with limited support.

• Enthusiasm for utilizing AI tools in everyday tasks.

• Experience in cross-functional collaboration with multiple teams and limited direct authority.

• Curiosity and capacity to quickly learn about clean energy finance, transferable tax credits, and tax equity.

• Alignment with the values of Crux.

• Availability for approximately 25% travel.

🏝️ Benefits

• Annual performance-based bonus.

• Company-wide bonus initiatives.

• Stock options available.

• Flexibility to work from anywhere within the U.S. and Canada.

• Optional office locations in Washington, D.C. and New York City.

• Co-working opportunities available if desired.

• Regular team offsite events held three times a year.

• 100% coverage of employee healthcare premiums for Aetna and Kaiser plans.

• 70% subsidy for dependent healthcare premiums.

• Complete coverage of employee dental and vision premiums.

• 50% coverage for dependent dental and vision premiums.

• Ten company holidays each year.

• Twenty days of paid time off annually.

• 401k retirement savings plan.

• Sixteen weeks of parental leave for birthing parents.

• Twelve weeks of parental leave for non-birthing parents.

• Professional exposure to clean energy finance and applications of AI technology.