Crux

• 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.

BizOps Strategist, Debt & Investments

Manager

• Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments
• Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution
• Monitor portfolio performance against underwriting across financial, tax, and operational metrics; identify and escalate risks and variances
• Execute consent requests, amendments, and restructurings with internal and external stakeholders
• Prepare and support investor, management, and board reporting, ensuring alignment with institutional and contractual requirements
• Support Principal with ongoing sponsor and investor interactions post-closing. Ensure smooth transition from execution to portfolio management
• Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools
• Contribute to strategic discussions on portfolio optimization, including potential exits and secondary market opportunities
• Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance
• Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales

Senior Manager, Portfolio Management

Copywriter

• Execute content strategies that boost SEO performance and drive desired actions across sales and partnerships channels.
• Create compelling content — including case studies, newsletters, blog posts, social media posts, one-pagers, infographics, whitepapers, and videos — that simplifies complex topics related to clean energy finance, tax credits , tax equity, debt, regulatory changes, etc.
• Lead the organic strategy and execution for Crux’s social media channels, including Crux’s corporate accounts and thought leadership content for business leaders to share.
• Help shape a long-term content calendar aligned with marketing goals while managing shifting priorities effectively.
• Collaborate with design teams to produce videos, infographics, and other multimedia assets for distribution across channels.
• Analyze data from multiple sources to inform content strategies and build narratives that resonate with target audiences.
• Ensure consistency with key messaging and brand guidelines across all content types, maintaining Crux’s high level of content quality.

Threat Intelligence Specialist

• Assist in the development and publication of Crux’s market intelligence reports, ensuring accuracy, relevance, and actionable insights for stakeholders.
• Build, update, and maintain Crux’s tax credit transaction database, ensuring its reliability and comprehensiveness.
• Collaborate with cross-functional teams to prepare customized materials and presentations for Crux’s partners, tax credit investors, and debt customers.
• Conduct in-depth analysis of market trends, data, and transactions to provide actionable insights to internal and external stakeholders.
• Work closely with Crux’s product, research, and customer success teams to align data and reporting efforts with organizational goals.