Sales Development Representative

CTI is a company specializing in helping clients maximize tax credits and incentives for financial savings. The Sales Development Representative will generate new business opportunities through proactive prospecting and outreach, supporting the Business Development team in qualifying potential clients and scheduling meetings.

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

Skills

• 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
• Minimum 1-2+ years' business-to-business sales experience
• Bachelor's degree in Business, Communications, or Advertising Sales preferred, but not required

Benefits

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan.
• 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.

Company Overview