The Principal will lead the origination and development of programmatic capital solutions while managing relationships with institutional investors such as insurers, pension funds, and private credit firms. They will drive commercial alignment across the deal lifecycle and collaborate with internal teams to execute complex, multi-product energy infrastructure transactions.
Lead the execution of complex tax and preferred equity investments from term sheet through closing. Act as the technical authority on partnership structures and mentor the team on AI-enabled deal workflows.
The Principal will lead the day-to-day execution of tax and preferred equity investments, managing transactions from term sheet through closing. They will also contribute to institutional infrastructure, mentor junior staff, and utilize AI tools to enhance investment efficiency.
The Sr. Director of Partnerships will own and scale the company's partnership program, focusing on building institutional relationships with law and accounting firms to drive deal flow. This role involves orchestrating cross-functional efforts across commercial, research, and events teams to ensure measurable referral pipeline growth.
The Executive Assistant will act as a force multiplier by managing executive calendars, communications, and daily operating cadences. They will also oversee travel logistics, event coordination, and maintain operational hygiene across various business software platforms.
The Managing Director will develop and manage long-term relationships with tax and finance leaders at major corporations to scale the tax credit buyer network. They will also lead a team of junior professionals and contribute to the firm's overall tax credit buyer strategy and go-to-market approach.
The Business Operations Lead will design and deploy automation-first infrastructure to streamline deal evaluation, due diligence, and internal handoffs. This role involves partnering with commercial and technical teams to optimize go-to-market workflows and enhance service delivery systems.
The Vice President will lead M&A advisory and debt-related mandates, managing senior client relationships and driving strategic coverage plans. They will also oversee transaction execution, including valuation, structuring, and coordination with legal and technical advisors.
The IT Lead will manage all vendor procurement, contracts, and IT strategy while overseeing the full employee technology experience. This role is responsible for executing security policies, managing SSO provisioning, and driving SOC2 audit compliance.
The Revenue Strategy & Insights Lead will optimize the go-to-market funnel by diagnosing process bottlenecks and building effective tooling to improve deal velocity. This role involves embedding with commercial teams to drive data-informed improvements across transferable tax credits, debt, and investment products.
Lead the go-to-market strategy and positioning for capital solutions targeting institutional investors and capital providers. Partner with product and commercial teams to translate complex financial concepts into narratives that drive adoption and commercial results.
Build and manage a book of business by attracting and nurturing corporate buyers and family offices for tax credit transactions. Educate clients on the Crux platform and develop custom strategies to meet their tax credit appetite and financial goals.
