# Principal, Tax Investor Coverage
**Company:** [Crux](https://hotfix.jobs/companies/crux)
**Location:** Remote
**Salary:** $300K-$500K
**Experience:** 8+ years
**Skills:** Tax Credits, Renewable Energy Finance, Tax Equity, Financial Products Sales, Cold Outreach, Relationship Building, Finra Series 79, Finra Series 63, Structured Finance, Tax Credit Transactions
**Posted:** 2026-05-12
> Leads sales and relationship management for tax credit buyers including corporates and family offices, builds book of business, educates on Crux platform, and facilitates transactions. Requires 8+ years in tax-related finance, 3+ years in renewables, and FINRA licenses.
## Job Description
## 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.
**Apply:** https://hotfix.jobs/jobs/principal-tax-investor-coverage-at-crux-64dfc654-e557-4e10-be19-938b35c2c9f1
**Canonical:** https://hotfix.jobs/jobs/principal-tax-investor-coverage-at-crux-64dfc654-e557-4e10-be19-938b35c2c9f1