Sales Development Representative

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.

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short‑term disability, identity protection and 401(k) retirement plan.
• Position is eligible for performance‑based sales incentive compensation.
• 3 weeks paid vacation.
• 8 paid holidays and a 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.

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.

• Conduct outbound prospecting activities, including cold calling, email outreach, and Linked In 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.

• 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…