Business Development Executive - Tax Incentives

Job Description

Job 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 Business Development Executive 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.
• Employees located near our Folsom, CA office may be eligible for a hybrid work arrangement following the successful completion of a 90-day introductory period, subject to business needs and manager approval. Employees located outside the Folsom area may be eligible to work remotely.
• 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 Business Development Executive is responsible for leading and overseeing the development and growth of profitable new and reoccurring business. Duties include securing new clients and revenue by developing strong relationships with CPA partners and monitoring market trends to create new business partnerships.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Conduct outbound prospecting activities, including cold calling, email outreach, and LinkedIn engagement to identify and engage prospective clients.
• Identify opportunities to increase revenue, improve Salesforce efficiency, and scale the business effectively.
• Maintain active engagement with new and existing leads through creative follow-up communications designed to increase customer interest in CTI services.
• Engage with clients virtually and in person, following sales cycle from prospecting to implementation in order to achieve successful deal closures.
• Collaborate with SMEs and develop and present proposals and sales presentations customized for each client’s specific business needs.
• Respond to and qualify incoming web and phone inquiries regarding CTI services.
• Achieve agreed upon quotas of sourced qualified opportunities and closed business.
• 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, Marketing, or Advertising Sales preferred, but not required.
• Minimum 2+ years’ direct sales experience.
• Minimum 1+ years’ of Salesforce experience.

Compensation includes a base salary of $80K–$90K, depending on experience, along with a competitive commission structure based on new business generation.

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!