Sales Development Representative

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CSA Partners specializes in providing qualified cost segregation studies and energy tax credit services to individual and corporate taxpayers. Through a cost segregation study, CSA identifies and reclassifies personal property from real property to accelerate the depreciation expense available to a real estate investor. CSA tailors its services to CPAs and other real estate and wealth advisors. Through its highly tech‑enabled processes and talented employees, CSA has earned a reputation for quality, accuracy, and timeliness while maximizing tax savings for its clients.

As our company grows, we seek a motivated and experienced teammate to join our Strategic Partnerships team.

• Conduct targeted outbound outreach to CPA firms, strategic partners, and referral sources to schedule qualified meetings for Strategic Partner Account Executives (AEs).
• Execute timely follow‑up on marketing events, webinars, CPE programs, and partner campaigns, converting attendee engagement into scheduled meetings and next‑step conversations.
• Qualify inbound leads from large partner channels, confirming fit, timing, and urgency before routing opportunities to the appropriate AE.
• Provide front‑line support for active partner opportunities when AEs are traveling, in meetings, or otherwise unavailable by:
  • Responding to partner and client inquiries
  • Coordinating next steps, meetings, and internal follow‑ups
  • Ensuring momentum is maintained on active opportunities
• Support opportunity qualification, documentation, and creation in the CRM to ensure opportunities are accurately staged, fully documented, and ready for AE engagement.
• Monitor active opportunities to help prevent delays, identify stalled items, and escalating time‑sensitive issues to the appropriate team members.
• Research and identify prospective CPA firms, advisory partners, and strategic referral sources to build and maintain targeted lead lists aligned with priority partner profiles.
• Manage and adapt outreach efforts based on CPA seasonality, shifting focus between outbound calling during non‑tax season and partner support, follow‑ups, data enrichment, and campaign preparation during periods of limited CPA availability.
• Maintain accurate CRM records, including contact information, activity logs, meeting outcomes, and lead source attribution, to support visibility and reporting.
• Collaborate closely with Strategic Partner AEs, Marketing, and leadership to ensure consistent partner experience, clean handoffs, and uninterrupted support throughout the sales process.

• High School diploma, GED or equivalent required
• 1‑3 years’ experience in an Inside Sales or similar role
• Dynamic, people‑oriented personality able to quickly adjust in a fast‑changing environment
• Excellent communication skills, both verbal and written
• Detail‑oriented with excellent organizational and multitasking skills
• Ability to provide solutions to problems
• Proficiency with computers
• Update and use our CRM tool to assist lead generation opportunities identified
• Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
• Ability to manage multiple projects at the same time
• Ability to work towards regular deadlines
• High attention to detail

• Building construction knowledge
• Familiarity with real estate concepts
• Experience in accounting, depreciation, fixed asset management

• Prolonged periods sitting at a desk and working on a computer

• Health insurance benefits
• Competitive compensation
• 401(k) plan with company match
• Paid Time Off
• Paid Holidays
• Reward events for hitting company goals
• Life Insurance
• Short and Long‑term Disability

This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.

Cost Segregation Authority is an Equal Opportunity Employer.

Associate

Full‑time

Real Estate and Financial Services