Principal, Tax Investor Coverage

Responsibilities

• Build your own book of business; nurture and grow buyers through the entire customer lifecycle to achieve scale of buyer tax credit appetite.
• 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.
• Serve as a facilitative partner and resource to buyers throughout the transaction lifecycle, including developing custom strategies.
• Educate buyers on risks and mitigants and proactively address transaction issues.

Expectations

• Build strong relationships with buyers and facilitate access to the Crux platform.
• Problem solve and address key commercial issues effectively.
• Understand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreements.
• Serve as an expert resource on tax credit transactions.
• Operate with autonomy, surface issues, research and propose solutions.
• Maintain customer data in product and internal tools.
• Inform product development with user insights.
• Discuss complicated topics with clarity.

Requirements

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

Compensation

• Total cash compensation: $300,000s-$500,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
• Opportunity to exceed bonus targets based on team and individual performance.
• Stock options.