Senior Manager, Tax Investor Coverage

About the role

We are adding a Senior Manager, to our Tax Investor Coverage team , reporting to our Head of Tax Investor Coverage, to rapidly scale the network of buyers, and execute more transactions.

Responsibilities

• 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 proactively address transaction issues.
• Expectations
• 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
• What you bring
• 5+ 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
• 2+ 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%
• Contribute to and help build team culture, in ways that are authentic to you
• FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux's broker-dealer sponsorship
• What we bring
• Backing, traction & brand :
• Have been profitable and are growing exponentially
• We have closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects
• Culture & working dynamic
• Remote-first operating model : Work from anywhere in the US and Canada, or work out of our op

Benefits

Additional Information

We're financing the future of energy Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence. Our team of 95+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures. An inflection point in American energy and manufacturing Energy demand is growing for the first time in decades, driving an urgent need for more affordable and reliable electricity. More electricity requires new clean energy infrastructure and strong domestic supply chains for minerals and components - as well as large amounts of capital. Traditional project financing is opaque, fragmented, and analog. At Crux, we're changing that. Through unmatched insights and expertise, white-glove service, purpose-built tools, and risk underwriting, we power a more prosperous, clean, and secure energy future. We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset.

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