Transaction Specialist - Finance and Tax

Resonant Energy; Boston (MA); Hybrid; USD 63,000 - 95,000; Full time

Benefits offered by this job

Healthcare coverage

Dental coverage

Vision coverage

Mental health support

Retirement 401k with company match

Paid time off: vacation, sick leave, 3

Job summary

Resonant Energy is seeking a Transaction Specialist to orchestrate the consent, tax credit, and data processes that enable solar projects to move forward.

You will manage investor and lender consent across all active projects, support ITC adders, Direct Pay, ITC transfers, and maintain Salesforce data integrity while preparing monthly pipeline reports and identifying process improvements.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3+ years of experience working with financiers & lenders, in commercial real estate development transactions, or corporate/business law, contracting or lending.
• Familiarity with tax equity structures and ITC regulations is preferred.

Responsibilities

• Manage investor and lender consent process across all active projects, tracking deadlines and building relationships with external parties to keep approvals moving.
• Lead client-facing support for ITC adders, Direct Pay, and ITC transfer applications, maintaining accurate tracking systems from submission through approval.
• Maintain Salesforce data integrity across the sales and partnerships teams, catching errors, preparing monthly pipeline reports, and identifying improvements to what gets tracked and how.

Skills

Detail oriented

Relationship building

Planning and results orientation

Problem solving

Digital literacy

Attention to detail

Organizational awareness

Education

Bachelor's degree or equivalent professional experience

Tools

Salesforce

Job description

Ready to own the details that make complex solar deals close smoothly? As the Transaction Specialist at Resonant Energy, you'll manage the consent, tax credit, and data processes that enable our clients to get their projects built.

What You'll Do:

You'll independently manage the investor and lender consent process across all active projects, tracking deadlines and building relationships with external parties to keep approvals moving. You'll lead client-facing support for ITC adders, Direct Pay, and ITC transfer applications, maintaining accurate tracking systems from submission through approval. You'll also own the integrity of Salesforce data across the sales and partnerships teams, catching errors, preparing monthly pipeline reports, and identifying improvements to what gets tracked and how.

You'll Thrive If You:

• Enjoy managing multiple detailed processes at once without losing accuracy or missing deadlines
• Have a working knowledge of tax equity structures, finance, or contracting, or are eager to build that expertise quickly
• Take initiative to spot inefficiencies in a process and fix them rather than just working around them
• Are skilled at building relationships with clients, investors and lenders
• Care about data accuracy and catch inconsistencies before they become bigger problems

Your Qualifications

Alignment with our Principles

• Community: We support communities in leading their own clean energy transition and advocate for equitable solar policy.
• Equity: We build wealth in under-invested communities affected by the climate crisis and commit to anti-racist practices.
• Excellence: We do the right things, in the right way and prioritize social and environmental impact alongside economic goals in everything we do.
• Innovation: We implement creative solutions to expand solar access because the industry isn\'t moving fast enough.
• Integrity: We\'re trusted partners who communicate transparently and view profit as a means to expand our impact.
• Culture: We balance mission urgency with work-life balance, support, fun and investing in our team\'s growth.

Education, Experience & Credentials

• Bachelor\'s degree or equivalent professional experience
• 3+ years of experience working with financiers & lenders, working in commercial real estate development transactions, or working in corporate/business law, contracting or lending
• Preferred:
• Familiarity with tax equity structures
• Familiarity with ITC regulations
• Familiarity with the commercial solar industry
• Familiarity with securing corporate tax credits or incentives

Ability to Demonstrate our Standards of Excellence

• Ownership
• Operational Excellence
• Growth

Core Role Competencies

• Planning and Results Orientation
• Overarching Sales Delivery
• Problem Solving and Decision Making
• Relationship Building
• Digital Literacy
• Organizational Awareness
• Attention to Detail

Computing, Software and Language Skills

• Native or fluent English

Our Compensation and Benefits Package

Compensation

• Total Compensation: $63,000 - $94,500
• Performance Bonus: Up to $12,500 annually
• Healthcare: 100% premium coverage for you and your children, 33% coverage for your spouse
• Dental: 100% premium coverage for you
• Vision: Affordable premium w/exam, glasses, and contacts allowances
• Mental Health Support: $100 monthly reimbursement for mental health services
• Health and Dependent Care FSA: Save money on pre-tax deductions for necessary expenses
• Retirement: 401k with automatic 3% employer contribution to help build your financial future

Generous Time Off

• Vacation: 13 days annually
• Sick Leave: 8 days annually
• Holidays: 13 annually
• Parental Leave: Up to 12 weeks fully paid time to bond
• Community Impact: 8 hours for volunteering, GOTV, and protest
• Voting Leave: 3 hours off to do your civic duty
• Other time as necessary, e.g. Jury duty, bereavement, etc.

Growth & Development

• Professional Development Budget: $500/year
• Community Building: Quarterly company-wide events for fun and giving back
• Commuter Support Options:
• Monthly T-pass
• Bike allowance for eco-friendly commuting
• Schedule Flexibility: Option for 8am-4pm schedule to fit your life
• Remote Work: 6 weeks of fully remote work flexibility annually
• Friday Hard Stop: End work at 4pm to socialize with your colleagues

Employee Ownership Opportunity

Become a true partner in our mission - Eligible to apply after 3 years:

• Profit Sharing
• Unlimited PTO - trust-based time off
• Democratic Voice - voting to elect delegates to join founders in making key company decisions

Join a company that invests in your success, respects your whole life, and offers you the chance to become an owner in meaningful work.

EEO Statement

Resonant Energy is committed to the principles of equal employment; we uphold all federal, state, and local laws providing equal employment opportunities, as well as raise the bar to ensure equal employment opportunity for individuals that the law does not protect. All applicants will be considered without regard to race, color, ancestry, national origin, religion, sex, gender identity, gender expression, sexual orientation, pregnancy or pregnancy condition, reproductive health decision-making, age, disability, medical condition, genetic information, marital status, military or veteran status.