Crux

Product Marketing

• Own go-to-market planning and execution for new products, services, and features. Define launch narratives, audiences, and success metrics in partnership with product, commercial, and growth teams.
• Develop clear, differentiated positioning and value propositions that communicate the value of Crux’s products to multiple audiences across the capital ecosystem.
• Work closely with product, market intelligence, and commercial teams to synthesize customer feedback, market dynamics, and competitive signals into actionable product marketing strategies.
• Equip commercial teams with clear product narratives and enablement resources including pitch decks, battlecards, and training materials.
• Build deep understanding of one of the core customer segments Crux serves, including their priorities, workflows, and decision drivers. Use these insights to strengthen positioning, messaging, and go-to-market strategies.
• Serve as the product marketing partner for specific product areas and cross-functional squads, ensuring launches, messaging, and commercial narratives align with customer needs.

Product Marketing Manager

Financial Planning and Analysis

• Own the company’s integrated financial model, annual operating plan, and multi-year forecast
• Lead company-wide budgeting and planning cycles, aligning functional plans with strategic priorities
• Improve forecasting accuracy, planning rigor, and decision-useful reporting across the business
• Establish a disciplined capital allocation framework tied to long-term value creation
• Partner with the CFO and executive team to evaluate trade-offs across hiring, compensation, vendor spend, product investment, and strategic initiatives
• Develop financial frameworks to assess returns, risks, and resource prioritization across the company
• Support the CFO and executive team on strategic finance initiatives, including capital planning, financing analysis, and select corporate priorities
• Partner cross-functionally to improve financial processes, operating discipline, and scalability as the business grows
• Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance
• Support business leaders with analysis that sharpens decision-making and reinforces accountability
• Identify and assess financial, operational, regulatory, liquidity, and counterparty risks
• Develop risk mitigation frameworks and present recommendations to the executive team
• Oversee corporate treasury operations, including cash management, liquidity planning, and banking relationships
• Monitor compliance with financing covenants and reporting obligations, as applicable.

VP, Strategic Finance

Email Marketing Manager

• Own email strategy across the funnel
• Build and optimize nurture programs across all of our different product lines
• Translate demand gen priorities into high-performing email campaigns
• Integrate email deeply into ABM programs for priority enterprise accounts
• Own campaign builds, workflow creation, dynamic content, and automation logic in HubSpot
• Maintain clean segmentation and database hygiene in partnership with Marketing Operations
• Ensure deliverability, compliance, and operational excellence
• Own reporting on engagement, segmentation performance, and pipeline influence
• Build and manage a structured A/B testing roadmap (subject lines, cadence, CTAs, content formats)
• Partner with RevOps to ensure accurate attribution and performance visibility

People Operations

• Be a true strategic talent partner to commercial leadership.
• Drive performance management with sophistication.
• Navigate complex topics with good judgment.
• Build and maintain HR policies and programs with compliance in mind.
• Support manager development and team health.
• Bring a coaching mindset to everything you do.

Lead People Partner, Commercial

Artificial Intelligence

• Lead technical hiring and contribute to hiring across the company (~60% of your time)
• Own full-cycle recruiting for engineering and other technical roles, from role definition through closing.
• Partner closely with hiring managers and company leadership to define role scopes, candidate profiles, and interview processes that identify exceptional talent.
• Build proactive pipelines for high-impact technical roles, including AI/ML, data, and other emerging skill areas.
• Support and partner with recruiting colleagues across additional functions as company needs evolve.
• Help maintain a high bar for talent while ensuring candidates have a thoughtful and professional experience throughout the process.
• Ensure every candidate has a thoughtful, respectful, and well-run experience with our team.
• Shape our approach to how we think about hiring for AI skills across the company/roles (~20% of your time)
• Bring a point of view on how to evaluate and hire for AI-related capabilities, both within technical teams and increasingly across non-technical roles.
• Partner with the People + Talent team and leadership stakeholders to research, identify, and recommend strategies for hiring AI talent across functions.
• Contribute to how we define the skills and profiles that will help the company adapt as AI tools become more embedded in day-to-day work.
• Help evolve our recruiting systems and practices (≈20% of your time)
• Explore and implement tools or workflows that improve sourcing, screening, candidate experience, and recruiting efficiency, leverage AI tooling.
• Research and experiment with emerging AI-enabled recruiting tools and help the team evaluate where they meaningfully improve our process.
• Show measurable results from experiments and tools you build to increase efficiency and reduce toil for the recruiting team.

Talent Lead, Technical, AI

• Build automation infrastructure: Design and implement sophisticated automation workflows using Zapier, n8n, Make, and custom API integrations to eliminate manual marketing processes
• Implement AI-powered tools: Build and deploy AI/ML solutions for cross-functional business solutions
• Design custom integrations: Create APIs, webhooks, and data connectors between our tools (HubSpot, Omni, InCycle, Clay) and internal systems
• Collaborate cross-functionally: Partner with technical and business teams to align marketing infrastructure with product development and growth strategies

AI Solutions Lead

• Lead transaction execution for tax equity and preferred equity investments, including negotiations with sponsors, investors, and external advisors.
• Prepare and present investment opportunities to Investment Committee, highlighting economics, structural terms, risks, and mitigants.
• Oversee and review financial models developed by team members; provide guidance on assumptions, sensitivities, and risk cases.
• Collaborate with Legal, Tax, and Risk teams to resolve key issues and ensure compliance with IRS rules, safe harbor tests, and recapture protections.
• Adept at managing client relationships on both sides of the market — developers/sponsors and investors — ensuring clear communication and smooth execution.
• Support business development by identifying opportunities to scale programmatic relationships with high-quality sponsors and investors.
• Mentor and guide junior team members, providing training on modeling, execution, and best practices.
• Use technology and AI-enabled tools to streamline diligence, negotiations, and investment committee preparation.

Principal – Investment Management

• Build, maintain, and audit complex financial models for tax equity transactions.
• Support the preparation of investment materials for Investment Committee.
• Collaborate with Principals and Senior Principal on transaction structuring and execution.
• Analyze sponsor financials and project contracts to identify risks and value drivers.
• Leverage technology and AI-enabled tools for modeling and reporting.
• Contribute to process improvements across the Investments team.
• Participate in limited external interactions with developers, investors, and advisors.
• Support portfolio management and reporting as needed.

Senior Manager, Investment Management

• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package.
• Collaborate with project developers to gather necessary information and documentation.
• Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc.
• Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions.
• Formulate standard, comprehensive underwriting policies by credit type.
• Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing
• Analyze financial, technical and legal documents and project feasibility to determine credit eligibility.
• Review tax credit insurance policies to ensure adequate risk mitigation.
• Conduct risk assessments to identify potential issues with credit claims.
• Prepare detailed reports and recommendations for approval or denial of credits.
• Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers
• Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound
• Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more

Principal, Tax Credit Advisory

• Support the growth of a developing book of business; assist in nurturing and growing buyers and investors through the customer lifecycle to help scale tax credit transactions and reach targeted outcomes.
• Serve as a support resource to clients throughout the transaction lifecycle, including assisting in developing strategies to meet clients needs.
• Help educate buyers and investors on risks and assist in proactively addressing transaction issues.
• Help generate new leads through conferences, networking, outreach, and other creative methods.
• Begin building credibility and relationships with key contacts at corporates, family offices, accounting and tax firms, and banks.
• Help educate buyers and investors on the critical role of the Crux platform in tax credit transactions and assist in demonstrating how to utilize Crux for more effective and efficient outcomes.

Associate, Tax Investor Coverage

• Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers
• Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound
• Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more
• Serve as a trusted partner to transact, helping them build and execute on their tax credit purchase strategy through all stages of transaction
• Partner with external buyer advisors including legal and tax to navigate complex transaction items
• Ensure we are partnering year-over-year and expanding our relationships with owned relationships
• Act as an internal subject matter expert on technical topics related to tax credits
• Contribute to and lead the development of new offerings for our most strategic partners
• Champions the creation of and adoption of intellectual property
• Partner with product and customer success teams to ensure tax and finance teams get maximal benefit out of the Crux technology platform

Managing Director, Tax Investor Coverage

Director

• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package.
• Collaborate with project developers to gather necessary information and documentation.
• Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc.
• Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions.
• Formulate standard, comprehensive underwriting policies by credit type.
• Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing
• Analyze financial, technical and legal documents and project feasibility to determine credit eligibility.
• Review tax credit insurance policies to ensure adequate risk mitigation.
• Conduct risk assessments to identify potential issues with credit claims.
• Prepare detailed reports and recommendations for approval or denial of credits.
• Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers
• Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound
• Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more
• Train and develop underwriting principals and senior managers

Managing Director, Tax Investor Coverage – Underwriter

Business Operations

• Design and deploy GTM systems: Build automation-driven systems that support structured product workflows and eliminate friction across the Investments team and their go-to-market efforts.
• Eliminate manual work: Identify high-leverage repetitive tasks – deal evaluation, due diligence, internal handoffs, and compliance – and design scrappy, scalable automation to replace them.
• Own cross-functional service delivery infra: Build reliable service infrastructure across GTM tools (e.g., HubSpot, Omni, internal systems) that enable commercial, marketing, and PDE teams to operate with higher precision and less manual intervention.
• Experiment and implement quickly: Move fast on scoped MVPs, leverage off-the-shelf tooling creatively, and iterate toward operational excellence.
• Use AI to accelerate process design: Champion use of AI-powered tools and workflows to accelerate internal processes and enhance customer-facing systems.
• Collaborate with technical & commercial teams: Partner closely with Commercial, Growth, Product, and Engineering to ensure systems are robust, business-aligned, and adopted.
• Instrument systems with data & insights: Stand up analytics and reporting systems to track performance, surface opportunities, and drive iterative improvement.