Crux

Principal

• Lead a book of debt mandates from IOI through close as primary negotiator and senior execution lead
• Drive lender diligence, structuring, negotiation, documentation, and closing to institutional standards
• Own transaction velocity and close rates across the deal book
• Author credit memos and pricing recommendations and present transactions to Credit Committee
• Lead deal teams, staff transactions, review underwriting, diligence, and financial models, and mentor junior team members
• Run debt execution with lenders and institutional capital providers
• Partner with Industry Coverage to qualify opportunities and provide market and financeability feedback
• Partner with Investments on tax-equity/preferred-equity attach transactions
• Lead workstreams for new lender programs, financing structures, and term sheet/documentation standards
• Build standardized execution processes and drive AI-enabled modeling and automation
• Partner with Product and Engineering on transaction tooling
• Represent Crux in webinars, whitepapers, conferences, and industry dialogues

Principal, Business Management – Debt

• Lead a book of debt mandates from IOI through close as primary negotiator and senior execution lead
• Drive lender diligence, structuring, negotiation, documentation, and closing
• Own transaction velocity and close rates across the deal book
• Contribute to Debt team revenue and P&L targets
• Author credit memos and pricing recommendations
• Present transactions to Credit Committee
• Lead deal teams, staff transactions, review underwriting, diligence, and financial models
• Mentor junior team members on credit and execution
• Execute debt transactions with lenders and institutional capital providers
• Partner with Industry Coverage to qualify opportunities and provide market and financeability feedback
• Partner with Investments on tax-equity and preferred-equity attach transactions
• Lead workstreams for new lender programs, financing structures, and documentation standards
• Build and standardize repeatable execution processes
• Drive adoption of AI-enabled modeling and automation
• Partner with Product and Engineering on transaction tooling
• Represent Crux in webinars, whitepapers, conferences, and industry dialogues

Senior Principal, Business Management – Debt

Data Engineer

• Build and maintain foundational data pipelines for Market Intelligence datasets
• Extract, transform, schedule, and monitor survey responses, pricing series, volume and capacity forecasts, and buyer participation data
• Automate survey ingestion, cleaning, and joining processes end to end
• Support the reporting layer and connect findings to tools, dashboards, and publications
• Turn recurring bespoke research questions into repeatable queries
• Validate inputs, document assumptions, maintain version control, and produce reproducible outputs
• Identify and drive additional data use cases across teams
• Embed with the Market Intelligence team while working on Crux’s Data Team

Account Manager

• Own and evolve Crux's partnership program across channel/referral, product-enabled, and research & IP motions
• Build tiered partner frameworks with activation criteria, enablement programs, co-sell motions, and performance metrics
• Operationalize partner management in HubSpot and internal systems
• Track referrals, attribution, partner health, and ROI
• Build and run a repeatable partner acquisition program
• Identify, qualify, activate, onboard, and expand target partner personas
• Maintain a portfolio view of partnerships and determine when to deepen, restructure, or exit relationships
• Manage and deepen relationships with Big 4 firms, AmLaw law firms, insurance brokers, and trade associations
• Develop partner enablement content, co-branded campaigns, and joint GTM motions
• Negotiate and manage referral agreements, revenue share, co-marketing commitments, and alliance structures
• Drive partner adoption of the Crux platform for deal diligence, document finalization, and transaction workflows
• Collaborate with product and research on product- and intelligence-enabled partnership motions
• Track and improve platform adoption metrics by partner
• Own the strategic direction of the market intelligence briefing series and thought leadership programs
• Architect and scale partner briefings, cohosted receptions, conference activations, and regional roadshows
• Drive partner-facing presence at key conferences
• Coordinate with research, content, events, commercial, and RevOps teams
• Coordinate subject matter experts from Legal, Policy, Commercial, and Research
• Ensure partner insights inform product and commercial strategy
• Lead four direct reports and hire additional headcount as the program scales
• Develop career paths and build a culture of operational rigor, commercial accountability, and creative partner engagement

Principal, Business Management – Debt

Senior Principal, Business Management – Debt

Data Engineer

Senior Director of Partnerships