Sales Operations Associate

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 Sales Operations Associate 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.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the 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.
• 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.
• Ideally this position will be hybrid out of either our Folsom, CA or Houston, TX office. 
• 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:

As a Sales Operations Associate, you will assist with the acquisition and onboarding of new customers acting as a go between for sales and operations. You will work with the sales team and management to assist with managing leads from referral partners, track client interactions and support the overall sales process. Duties may include engagement letter processing, revising, editing, and submitting forms, record keeping, researching, CRM maintenance, and creating lead lists, and other related tasks. This role is a vital member of our sales team. 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Assist in maintaining sales team’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, travel, and ensuring they meet deadlines.
• Act as a conduit of information between sales and operations. Channel information to the appropriate department as requested, or at the discretion of the Sales Operations Representative.
• Interact with other departments, channeling information to the appropriate parties.
• Forecasts sales by studying and understanding past data and performance trends.
• Provide administrative support by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information.
• Maintain existing sales reports and design new reports as needed. Participates in the evaluation, selection, and implementation of data.
• Assist the Sales Operations Senior Associate and Managing Sales Director in the upkeep and updating of sales technology and tools.
• Act as a back-up and provide support to the BDR – Partnerships role as requested. 
• 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.
• A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations.
• Familiarity with (or willingness to learn) maintaining databases, marketing and sales automation.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business preferred, but not required.
• Minimum 1 years’ of administrative experience.
• Minimum 1 years’ of Salesforce experience. 

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! https://www.ctillc.com/careers.  

Salary : $55,000 - $65,000