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Crux

Principal, Tax Investor Coverage

Crux

Principal for Tax Investor Coverage at Crux, enhancing tax credit transactions and buyer partnerships with an AI-driven approach.

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesLead💰 $300,000 - $500,000 per yearWebsite

About the role

Key responsibilities & impact
  • Build your own book of business; nurture and grow buyers through the entire customer lifecycle in order to achieve scale of buyer tax credit appetite and reach targeted outcomes.
  • Generate new buyer leads through conferences, networking, outreach, and other creative methods.
  • Establish credibility, cultivate, and expand partnerships with key senior leaders at corporate buyers, family offices, accounting and tax firms, and banks.
  • Educate buyers on the critical role of the Crux platform in tax credit transactions and demonstrate how to utilize Crux to achieve more effective and efficient outcomes.
  • Serve as a facilitative partner and resource to buyers throughout the transaction lifecycle, including developing custom strategies to best meet buyer’s needs.
  • Educate buyers on risks and mitigants and proactively address transaction issue.
  • Build strong relationships with buyers and facilitate buyers gaining access to and utilizing the Crux platform
  • Problem solve and address key commercial issues effectively and quickly
  • Understand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreements
  • Serve as an expert resource to buyers on all aspects of tax credit transactions, as well as leverage internal and external subject matter experts
  • Operate with autonomy, quickly surface issues, research and propose solutions
  • Maintain your customer data in product and other internal tools
  • Inform product development with user insights and subject matter expertise
  • Discuss complicated topics with clarity and accuracy
  • Strong collaborative and team orientation; meaningfully contribute to key growth initiatives

Requirements

What you’ll need
  • 8+ years of experience
  • Selling tax-related financial products to corporates and family offices; or
  • Advising on tax credit accounting methods and transactions; or
  • Having played a leading role in structured origination and/or distribution of financial products, especially tax credits or tax equity
  • 3 + years of renewable tax credit experience
  • Comfortable and confident with cold outreach, conference participation and public speaking
  • Strong written and verbal communication skills
  • Unrivaled relationship building skills; you build trust quickly and communicate clearly
  • Adaptable and excited about building at the early stage. You’re not afraid to roll-up your sleeves and build things yourself
  • Willing to travel, 25%

Benefits

Comp & perks
  • We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
  • We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
  • 10 company holidays per year.
  • 20 days per year.
  • We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
  • 16 weeks for birthing parents and 12 weeks for non-birthing parents.
  • Stock options in a rapidly growing company.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
tax credit accountingfinancial products salesstructured originationtransaction flowpricing strategiescommercial agreementsbuyer sales processrisk mitigationcustomer data managementproduct development insights
Soft Skills
relationship buildingcommunication skillsproblem solvingcollaborationadaptabilitypublic speakingtrust buildingautonomycreativityteam orientation