Crux
Clean Economy
Principal,TaxInvestorCoverage
“Principal, Tax Investor Coverage at Crux. Skills: Tax Investor Coverage, Tax credit transactions, Financial products, Relationship building, Sales. Build your own book of 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”
What You'll Achieve.
Achieve scale of buyer tax credit appetite and reach targeted outcomes; Exceed bonus targets based on team and individual performance
Industry & Context.
Problem solve and address key commercial issues effectively and quickly; Research and propose solutions
Willing to travel, 25%
What They're Looking For.
Must Have
8+ years of experience, Selling tax-related financial products to corporates and family or, Advising on tax credit accounting methods and 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, FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship
What You'll Do.
Build your own book of 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
and other creative methods
Establish credibility
and expand partnerships with key senior leaders at corporate buyers
accounting and tax firms
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
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
Collaborative and team meaningfully contribute to key growth initiatives
How You'll Work.
Team & Collaboration
Collaborative and team meaningfully contribute to key growth initiatives; Contribute to and help build team culture
Communication Scope
written and verbal communication skills; Discuss complicated topics with clarity and accuracy
Applying for this Principal, Tax Investor Coverage role?
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