Managing Director, Tax Investor Coverage

The Opportunity
We are adding a Managing Director, Tax Investor Coverage to our Commercial team to rapidly scale our network of buyers across utilities, real estate, and industrials. This role reports to the Head of Tax Investor Coverage and will manage a team of junior professionals, while also helping shape and influence Crux's broader tax credit buyer strategy.

What you'll do
Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers and tax equity investors across utilities, real estate, and industrials

Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound

Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more

Serve as a trusted advisor, helping them build their tax credit investing strategy

Partner with external buyer advisors including legal and tax to navigate complex transaction items

Manage and mentor a team of junior professionals, overseeing their development, workflow, and quality of execution

Help shape and influence Crux's overall tax credit buyer strategy, informing how the firm prioritizes segments, partnerships, and go-to-market approach

Act as an internal subject matter expert on technical topics related to renewable tax credits

Contribute to and lead the development of new offerings for our most strategic partners

Champion the creation of and adoption of intellectual property

Partner with product and customer success teams to ensure tax and finance teams get maximal benefit out of the Crux technology platform

Who you are
14+ years of experience in tax, accounting, legal practice, and/or tax advantaged investing

Proven track record building and owning long-term client relationships with tax and finance teams at large corporations from scratch

Experience managing and developing junior team members

Comfortable and confident with cold outreach, conference participation and public speaking

Strong collaborative and team orientation

Unrivaled relationship building skills; you build trust quickly and communicate clearly

Excited about the idea of a rapid-growth environment with a lot of autonomy, flexibility

You’re not afraid to roll-up your sleeves and build things yourself

Willing to travel, 25%

Contribute to and help build team culture

FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship

What we bring
Backing, traction & brand:

We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.

$500m debt warehouse facility from Nuveen to invest in clean energy.

Profitable and are growing exponentially

Closed over 130+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects

Culture & working dynamic

Remote-first operating model: Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1’26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond.

High growth & high ownership culture: We grow quickly by giving extremely talented people a lot of responsibility.

Best of financial services & technology: We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients’ experience.

Regular team offsites: We sustain culture by bringing the entire company together 2 times a year. Individual teams may also meet up more frequently.

Benefits

Healthcare: 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.

Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.

Holidays: 10 company holidays per year.

Paid time off: 20 days per year.

401k: We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).

Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.

AI learning stipend: $5,000 towards AI learning and development

Compensation:

Total cash compensation: $500,000s - $700,000s, 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 in a rapidly growing company.

Our values

Care for each other: We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun.

Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible.

Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.

Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other.

Convene a team that reflects the breadth of experiences in the country: We’re building a team with a wide range of backgrounds and a culture where everyone can thrive.

We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Skills Required
14+ years of experience in tax, accounting, legal practice, and/or tax advantaged investing.
Proven track record building and owning long-term client relationships with tax and finance teams at large corporations.
Experience managing and developing junior team members.
Comfortable and confident with cold outreach, conference participation, and public speaking.
Willingness to travel (approximately 25%).
FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux's broker-dealer sponsorship.
Subject-matter expertise in renewable tax credits and tax credit investing.
AI- and tech-forward mindset and comfort partnering with product/customer success to drive platform adoption.
Experience shaping buyer strategy, go-to-market approach, and developing offerings for strategic partners.