Transaction Specialist - Finance and Tax

About Us

Resonant Energy’s mission is to build wealth in environmental justice communities through the development of solar and storage projects for nonprofits, affordable housing, and homeowners. We use innovative financing and operational excellence to bring the benefits of clean energy within reach for everyone. We are B-Corp certified and 100% employee-owned, and we take our commitments to our staff and partners very seriously. After almost 10 years of hard work, we are proud to be the #1 solar provider for nonprofits in the Northeast. Join us!

Job Info

• Title: Transaction Specialist - Finance and Tax
• Job Status: Full-time, regular
• Reports to: Senior Business Development Manager - Lisa Raffin

• Location: 3:2 hybrid schedule; 3 days in Boston office, 2 days remote (after initial 3-month in-office only training period)
• Schedule: Monday-Friday, 9-5 PM, w/1-hour for lunch; occasional evenings and weekends

Target Start Date: September 14, 2026

Job Summary

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 Responsibilities

Investor & Lender Consent Management

Independently manage the investor and lender consent process across all active projects, including document generation, deadline tracking, and relationship management with external parties

Build relationships with investors and lenders to support efficient consent approvals

Identify and implement process improvements that reduce time and friction in the consent approval process

ITC Adder & Direct Pay Management

Lead client-facing support for applying for ITC adders, Direct Pay, and ITC transfer

Maintain internal tracking systems for client data, application submissions, and approval status

Implement process improvements that increase efficiency and accuracy in tax credit application and management

Salesforce Data Management

Review partnerships and sales team Salesforce data for errors and inconsistencies; coordinate resolution with relevant team members

Prepare monthly reports on sales team pipeline progress by market segment, financing type, and other key factors

Ensure dashboards tracking sales team progress are accurate and visible

Identify improvements to what information is tracked and how, and coordinate implementation with the database team

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: You can trust us to deliver—we take initiative, keep others informed, and demonstrate personal responsibility for outcomes and quality of work.

Collaboration: You can connect and work well with us—we address issues that hinder teamwork directly, navigate disagreements with care, and openly contribute our ideas while building awareness of our blind spots.

Adaptability/Resilience: You can count on us when things don't go as planned—we stay composed, adapt quickly, and find solutions instead of getting stuck or overwhelmed.

Operational Excellence: You can rely on our work to be holistic and thorough—we deliver accurate results, anticipate how our work affects others, and actively improve processes along the way.

Growth: You can learn and grow with us—we approach challenges with curiosity, exchange feedback constructively, help identify development opportunities, and value effort and collaboration alongside results.

Core Role Competencies

Planning and Results Orientation: Manages multiple concurrent consent and application processes with detailed tracking, accurate documentation, and consistent on-time delivery

Overarching Sales Delivery: Supports the sales team's ability to execute by maintaining data integrity, generating timely reports, and ensuring compliance processes run smoothly

Problem Solving and Decision Making: Identifies root causes of delays or errors in consent and application processes and develops practical solutions

Relationship Building: Builds productive working relationships with investors, lenders, and internal team members that support efficient process execution

Digital Literacy: Leverages Salesforce and other tools to maintain data accuracy, surface pipeline insights, and drive process improvements

Organizational Awareness: Understands how the consent, tax credit, and data management processes connect to overall project delivery and company financial outcomes

Attention to Detail: Manages consent, tax credit, and Salesforce data processes with a high degree of precision—catching errors and inconsistencies before they create compliance gaps or project delays

Computing, Software and Language Skills

Salesforce

Google Workspace proficiency

MacOS / MacBook

Native or fluent English

Working Environment & Conditions

Work Environment

This role primarily works in a standard, temperature controlled office environment on the second floor of a building with an elevator

Constant sitting or standing; standing desks are provided

Constant computer use

No exposure to hazards

No exposure to adverse conditions

Compensation & Benefits Package

Compensation

Total Compensation: $63,000 - $94,500

Base Salary: $63,000 - $82,000

Performance Bonus: Up to $12,500 annually

Comprehensive Health & Wellness

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 reimburse