Description

COMPANY OVERVIEW 

Cost Segregation Authority, LLC (“CSA”) 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.

As our company grows, we seek a motivated and experienced teammate to join our Inside Sales department. The Inside Sales team plays a huge role in maintaining our high standards for tax-compliant deliverables and customer service. 

THE POSITION 

The Inside Sales department is primarily responsible for assisting in qualifying and identifying prospects and leads by making outbound calls and handling inbound inquiries. 

What you will do: 

• Daily outbound calls to leads in the Cost Seg database, typically with customers who have done business with us in the past. 
• Qualify externally generated leads and new prospects identified as the target market. 
• Answer inbound calls and emails generated from our website 
• Set appointments per day with potential or repeat customers for Account Managers and Account Executives
• Promote customer satisfaction 
• Perform other related duties as assigned 

What you bring: 

• High School diploma, GED or equivalent required 
• 2-5 years of 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 skills 
• Ability to provide solutions to problems 
• Proficiency with computers 
• Familiarity with CRM tools such as Salesforce and MS Dynamics 
• Proficiency with Microsoft Office apps (Excel, Word, SharePoint) 
• Ability to consistently hit metrics 
• High attention to detail 

Nice to have: 

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

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer 
• We are predominantly an in-office work environment 

What we provide: 

• 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 
• Computer and peripherals for your workspace 

Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position. 

Cost Segregation Authority is an Equal Opportunity Employer.