Principal, Tax Investor Coverage

Crux

. Build and grow a book of business by nurturing buyers throughout the customer lifecycle .

Posted 11/5/2026full-timeRemote • United States, CanadaLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in tax credit transactions and financial products, with a strong ability to build relationships and educate clients on complex topics. Proficient in managing the customer lifecycle and leveraging insights to inform product development.

Highest-signal resume keywords

Tax Credit ExperienceSales ExperienceRelationship BuildingPublic SpeakingFINRA Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Credit TransactionsFinancial Products SalesTransaction Flow UnderstandingCommercial AgreementsCustomer Data Management

Soft Skills

Strong Communication SkillsAdaptabilityProblem Solving

Tools & Technologies

Crux PlatformInternal Tools

Certifications & Qualifications

FINRA SIESeries 79Series 63

Industry Keywords

Corporate BuyersFamily OfficesTax Credit AccountingStructured OriginationTax Equity

About the role

Key responsibilities & impact

Build and grow a book of business by nurturing buyers throughout the customer lifecycle
Generate new buyer leads through conferences, networking, outreach, and creative methods
Establish and expand partnerships with senior leaders at corporate buyers, family offices, accounting and tax firms, and banks
Educate buyers on Crux’s platform and its use in tax credit transactions
Support buyers throughout the transaction lifecycle and develop custom strategies
Educate buyers on risks and mitigants and proactively address transaction issues
Facilitate buyer access to and utilization of the Crux platform
Resolve commercial issues effectively and quickly
Understand the platform, buyer sales process, transaction flow, pricing, and commercial agreements
Serve as an expert resource on tax credit transactions and leverage internal and external subject matter experts
Operate autonomously, surface issues, research solutions, and propose recommendations
Maintain customer data in product and internal tools
Inform product development with user insights and subject matter expertise
Explain complicated topics clearly and accurately
Contribute to growth initiatives and team culture
Report to the Head of Tax Investor Coverage

Requirements

What you’ll need

8+ years of experience
3+ years of renewable tax credit experience
Experience selling tax-related financial products to corporates and family offices, or advising on tax credit accounting methods and transactions, or leading structured origination and/or distribution of financial products, especially tax credits or tax equity
Comfortable and confident with cold outreach, conference participation, and public speaking
Strong written and verbal communication skills
Strong relationship-building skills
Adaptable and excited about building at an early-stage company
Willing to travel 25%
FINRA SIE, Series 79, and Series 63 required, or willingness to obtain under Crux’s broker-dealer sponsorship

Benefits

Comp & perks

Remote-first operating model: Work from anywhere in the US and Canada, or work out of optional offices in DC and NYC
Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond
Regular team offsites 2 times a year
Healthcare: 100% of employee premiums covered on Aetna plans nationwide and Kaiser plans in WA and California; 80% of dependent premiums subsidized
Dental and vision: 100% of employee premiums covered and 80% of dependent premiums covered
Family forming and fertility support
Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents
10 company holidays per year
20 days paid time off per year
401(k) account fees supported by Crux
Opportunity to exceed bonus targets based on team and individual performance
Stock options
$300,000s-$500,000s total cash compensation, not inclusive of equity value