Customer Success Lead

We’re supercharging the clean economy

Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S. Crux’s platform, market intelligence, and expert team help developers and manufacturers unlock financing through all stages of project development and operation. 

Our team of 40+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.

An inflection point in American energy and manufacturing

Energy demand is growing for the first time in 20 years, driven by surging manufacturing, transportation, electrification, and data centers. Simultaneously, hundreds of billions of dollars are being invested in domestic supply chains for critical minerals and components. Developers and manufacturers will require trillions of dollars in capital to meet growing needs.

Unfortunately, the capital markets supporting this transformation remain opaque, fragmented, and complex. At Crux, we recognized the missing infrastructure: a central capital markets platform designed specifically for the next century of American energy and industry. By connecting counterparties, providing market intelligence, and streamlining transactions, we unlock faster decision making, lower cost of capital, and accelerated investment.

About The Role

Crux is growing rapidly and we are excited to add a Customer Success Lead to the team! Reporting to the Head of Operations, this individual’s primary charge is owning and activating key intermediary accounts. 

What You’ll Do

• Account ownership: Serve as the primary point of contact for owned accounts, building strong relationships and acting as their advocate. Proactively engage with customers to understand their goals, challenges, and opportunities for expansion. Conduct regular check-ins, including QBRs, with customers to gather feedback, address issues, and ensure satisfaction. 

• Drive onboarding: Onboard new customers, ensuring a smooth transition and providing training on our products and services. With large financial services institutions, build a best-in-class customized onboarding program to drive time from initial onboarding to first transaction to 3 months. Support accounts in driving adoption among their clients and launch co-branded GTM efforts as needed. 

• Own account activation metrics: Map and build key relationships within complex organizations, ensuring there are multiple Crux champions in different parts of accounts, including at executive levels. Own and improve metrics such as time to first bid, total number of successful closed deals, number of users invited by account, and customer satisfaction. 

• Product & IP adoption:  Proactively guide enterprise clients in integrating and using the platform and IP effectively, ensuring they maximize value by leveraging key features, best practices, and tailored use cases. Monitor customer usage and adoption for product. 

• Drive internal collaboration: Collaborate with internal teams, including sales, product, and marketing,, to address customer needs. Specific activities include facilitating user research, testing, product feedback. 

• Systems development: Support development appropriate collateral (e.g., branded docs) and operating systems (e.g., emails) to scale customer success. Own support for intermediaries. Support analysis of customer data and metrics to track progress, measure success, and identify areas for improvement for owned accounts. 

• Drive retention and renewals: Identify opportunities for optimization and upsell. Work with accounts on mutual referrals, co-marketing, custom GTM motions and more as needed, 

• Own and improve NPS: Develop and deliver customer success plans tailored to each client's unique goals and objectives.

Skills & Experience

• 7+ years of experience in customer success, account management, or a similar role in financial services, fintech, and/or clean energy. 

• Proven track record of building and maintaining strong enterprise client relationships and providing strategic guidance to customers, ideally banks / accounting firms. Skilled at customizing your approach to new ICPs (ideal customer profile) and activating customers in unique contexts, including developing multiple executive-level champions in a single account. 

• Able to onboard quickly to quickly build context around Crux’s platform, transferable tax credit transactions, and the broader clean energy finance landscape.

• Strong problem-solving abilities and a proactive approach to addressing customer needs. Resourceful and good commercial instincts. 

• Experience navigating complex financial transactions. 

• Exceptionally strong written & verbal communication skills; strong translator between different audiences. 

• Skilled at managing multiple complex workstreams simultaneously and driving quickly toward results across dozens of client relationships. 

• Demonstrated track record of thriving in a fast-paced environment and managing multiple simultaneous priorities.

• Commitment to perpetuating a collaborative and inclusive team environment; experience working on fully remote teams

Preference may be given to candidates with the following:

• Finance and/or banking background; experience working with tax credits and tax equity

• Startup and/or climate experience 
  

What we bring:

• $77m raised from top investors like Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others.

• Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize $400 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).

• Regular all-team onsites 3 times/year.

• Compensation: competitive base, individual, and company bonus = $170,000-$225,000, plus equity in the form of stock options.

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.