CSA Partners · 15 hours ago
Sales Development Representative
Lindon, UT
Full-time
Onsite
Entry Level
1+ years expCSA Partners specializes in providing qualified cost segregation studies and energy tax credit services. They are seeking a motivated Sales Development Representative to conduct outreach, qualify leads, and support the Strategic Partnerships team in scheduling meetings and maintaining CRM records.
ConstructionProperty ManagementReal Estate
Hiring Manager
Brett Whitaker
Responsibilities
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 escalate 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
Qualification
Required
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
Preferred
Building construction knowledge
Familiarity with real estate concepts
Experience in accounting, depreciation, fixed asset management
Benefits
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
Company
CSA Partners
At CSA Partners, we’ve been delivering high-quality cost segregation studies since 2006.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bradshaw
Chief Technology Officer
Mark Santiago
Chief Financial Officer
Company data provided by crunchbase