Sales Development Representative

CSA Partners•Lindon, UT

About The Position

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

Requirements

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

Nice To Haves

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

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.