Business Development Representative – Tax Credits; WOTC Partnerships

Business Development Representative – WOTC Partnerships

At CTI
, we specialize in maximizing tax incentives and credits for clients across a range of industries. In this role, you will join a team that uses proprietary tax software to provide efficient tax studies and partner with providers to generate new WOTC opportunities.

• Provide support to the WOTC Sales Development team with day‑to‑day requests, including lead qualification, outbound outreach, and meeting scheduling.
• Identify, pursue, and nurture partnerships with payroll providers, HRIS platforms, ATS systems, and other relevant industry entities, managing existing partnerships and fostering new relationships.
• Serve as the primary point of contact for WOTC partnership relationships, facilitating communication between internal teams and partner representatives.
• Generate and manage WOTC opportunities by educating prospects and partners on CTI’s services and assessing eligibility prior to scheduling meetings.
• Assist with client experience: manage partnership leads, schedule meetings, and handle engagement letters, while maintaining detailed records in Salesforce.
• Manage partnership client inquiries via phone, email, mail, or social media.
• Leverage reporting tools to track partnership performance and provide insights and updates to both internal teams and partner executives.
• Collaborate with marketing to develop co‑branded materials, establish webinar cadences, and create educational strategies for partner sales teams.
• Organize and attend partnership‑focused events and conferences to foster relationships and identify new referral opportunities.
• Perform 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.
• 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, and a 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.
• Compliance with all CTI, ISO 27001, and SOC 2 policies regarding sensitive information.
• A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations.

• Bachelor’s degree in Business, Communications, or Advertising Sales preferred, but not required.
• Minimum 1–2 + years of business‑to‑business sales experience.

• Competitive compensation and benefit packages, including medical, dental, vision, life insurance, short‑term disability, identity protection, and a 401(k) retirement plan.
• Eligibility for performance‑based sales incentive compensation.
• 3 weeks of paid vacation.
• 8 paid holidays; the week between 12/25 and 1/1 is paid off.
• 12 weeks of paid maternity and disability leave; 2 weeks of paid paternity leave.
• Eligible for a hybrid work arrangement for employees located near the Folsom, CA office after a 90‑day introductory period, subject to business needs and manager approval.
• 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. All employment decisions will be based on merit, competence, performance, and business needs.