Principal, Tax Investor Coverage
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Job Description
Principal for Tax Investor Coverage at Crux, enhancing tax credit transactions and buyer partnerships with an AI-driven approach.
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 mitigants and proactively address transaction issue.
- 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
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
- Having played a leading role in structured origination and/or distribution of financial products, especially tax credits or tax equity
- 3 + 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%
Benefits:
- We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
- We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
- 10 company holidays per year.
- 20 days per year.
- We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
- 16 weeks for birthing parents and 12 weeks for non-birthing parents.
- Stock options in a rapidly growing company.
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