Crux

Associate

• Support senior colleague client coverage, helping with relationship-building, follow-through, and excellent day-to-day execution.
• Build relationships with working-level contacts at client organizations and develop exposure to senior stakeholders over time.
• Learn and apply Crux Market Intelligence, product knowledge, and market context to help clients understand opportunities across the clean energy capital stack.
• Support execution across Crux’s capital markets and advisory products, including debt, tax credits, tax equity, and M&A advisory mandates.
• Assist with client onboarding and ongoing engagement with Crux’s software and Intelligence platforms.
• Coordinate with internal product groups and partner teams to support active mandates and broader client needs.
• Help prepare client-facing materials, including pitch decks, market updates, buyer lists, teaser and CIM support materials, process trackers, and financial analyses (financial models).
• Support transaction execution workstreams such as diligence coordination, process management, and outreach preparation for live mandates.
• Gather and relay customer feedback to Product, Operations, and software teams to improve client workflows and Crux’s offering.
• Contribute to Market Intelligence content and participate in webinars, events, and internal knowledge-building over time.

Associate, Industry Coverage

Content Manager

• Collaborate closely with Crux’s capital solutions teams to develop deep audience expertise and guide the content strategy for capital providers (e.g., corporate finance teams, financial institutions, private credit funds, tax advisors).
• Create compelling content across formats — case studies, newsletters, blog posts, sales one-pagers, infographics, whitepapers, and videos — tailored to an audience of capital providers.
• Execute content strategies that boost SEO and AEO performance and drive desired actions across sales and partnerships channels.
• Develop sales enablement materials that help commercial teams engage and convert sophisticated finance and investment audiences.
• Actively experiment with AI tools across content workflows and contribute to the team’s shared learning about AI utilization.
• Help shape a long-term content calendar aligned with business goals while managing shifting priorities.
• Collaborate with design teams to produce videos, infographics, and other multimedia assets for distribution across channels.
• Ensure consistency with key messaging and brand guidelines across all content types, maintaining Crux’s high standard of quality.

Content Marketing Strategist

Account Manager

• Scale existing high-performing, enterprise partners: Deepen our connectivity with the largest accounting firms in the US — leading partner meetings on your own, navigating internal BD teams and independence constraints, and building champions across business units and geographies so referral flow doesn’t hinge on any one person.
• Drive conversion, in collaboration with Commercial leads: Optimize the partner playbook, working with commercial teams to systematize referral lifecycles with conversion and revenue delivery as key success metrics.
• Expand up the mid-market tier: Scale our work with mid-market and regional accounting firms, including shaping new referral and co-sell structures where warranted.
• Keep capital front and center: Our partner motions exist to connect capital to clean energy projects — you’ll prioritize the relationships, business units, and referral types that bring tax credit buyers and tax equity investors onto the platform.
• Strengthen the operating system: Keep partner records, attribution, and pipeline sharp in HubSpot alongside RevOps, track champion health and referral momentum, and refine playbooks so what works becomes repeatable — we’re an AI-forward team and you’ll have real tools to work with.
• Get out in the market: Join partner briefings, conferences, and roadshows (~25% travel) to deepen relationships with in-person connectivity.
• Over time, grow your portfolio: As the accounting channel matures under your ownership, we expect ample opportunity to support additional personas that benefit from tax technical expertise, including law firm relationships and emerging tax-adjacent partner personas.

Partnerships Lead

Marketing

• Own go-to-market strategy for capital solutions.
• Define positioning and messaging for capital providers.
• Be an authority on capital providers’ mandates and workflows.
• Turn market and customer insight into strategy.
• Equip commercial teams with narratives and enablement.
• Lead across teams to align marketing stakeholders.

Associate, Industry Coverage

Content Marketing Strategist

Partnerships Lead

Director, Marketing Strategy – Capital Solutions