Sales Development Representative at CTI III LLC

Folsom, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

70000.0

Posted On

30 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Outbound Prospecting, Cold Calling, Email Outreach, LinkedIn Engagement, Lead Qualification, Meeting Scheduling, Salesforce, B2B Sales, Customer Service, Problem Solving, Analytical Skills, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Written And Verbal Communication

Industry

Financial Services

Description

Description WHO WE ARE: At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients. As a Sales Development Representative at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries. At CTI, we foster a culture built on collaboration, continuous development, open communication, and professional growth. We value individuals who are proactive, driven, and excited to contribute to a fast-paced and evolving organization. WE TAKE CARE OF OUR PEOPLE: Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan. This position is also eligible for performance based sales incentive compensation. 3 weeks paid vacation. 8 paid holidays and week between 12/25-1/1 off with pay. 12 weeks paid maternity and disability leave / 2 weeks paid paternity leave. Position may be eligible for a hybrid work arrangement for employees located near our Folsom, CA office following the successful completion of a 90-day introductory period, subject to business needs and manager approval. Our supportive team will work with you to develop and support your career goals. Be part of a knowledgeable, growing, high-achieving and fun team. CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs. Requirements WHAT YOU WILL DO The Sales Development Representative is responsible for generating new business opportunities through proactive outbound prospecting and targeted outreach efforts. This role supports the Business Development team by identifying prospective clients, initiating contact, qualifying potential opportunities, and scheduling meetings for the sales team. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Conduct outbound prospecting activities, including cold calling, email outreach, and LinkedIn engagement to identify and engage prospective clients. Provide support to the Sales Development team with day-to-day requests, including lead qualification, outreach coordination, and meeting scheduling. Research target companies and key decision-makers within qualified organizations to support prospecting efforts. Initiate and maintain communication with potential clients to introduce CTI’s services and generate interest. Generate new opportunities by educating prospects and partners on CTI’s services and identifying potential eligibility prior to scheduling meetings. Maintain accurate records of outreach activity and prospect interactions within Salesforce. Collaborate with internal teams to support sales initiatives and pipeline development. Support reporting and tracking efforts related to outreach activity and referral engagement. Additional duties and responsibilities as assigned. WHAT YOU WILL NEED: Ability to work both independently and collaboratively within a team. Proven ability to thrive in a fast-paced, entrepreneurial environment, working effectively with minimal supervision, whether onsite, in a hybrid setting or fully remote. Excellent written and verbal communication skills. Highly organized and detail oriented with the ability to prioritize, plan, and organize activities. Proficient in Microsoft Outlook, Word, Excel, and PowerPoint. Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency. Strong problem solving and troubleshooting skills. Strong analytical skills and reasoning abilities. Flexible and adaptable, willing to evolve and meet changing organizational needs. Capable of handling sensitive data with confidentiality and discretion. Ability to recognize when an incident needs to be escalated. This role has access to sensitive information and is expected to adhere to all CTI, ISO 27001 and SOC2 policies. A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations. EDUCATION AND EXPERIENCE: Bachelor’s degree in Business, Communications, or Advertising Sales preferred, but not required. Minimum 1-2+ years’ business-to-business sales experience. Compensation includes a base salary of $60K–$70K, depending on experience, plus performance-based earnings, with on-target earnings (OTE) ranging from $75K–$85K based on achieving monthly meeting targets. We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page!

Responsibilities

The role focuses on generating new business opportunities through proactive outbound prospecting and targeted outreach. Responsibilities include identifying prospective clients, qualifying leads, and scheduling meetings for the sales team using Salesforce.