Director, Sales & Client Relations

ALM First

Sales Director at ALM First driving business growth in financial consulting for depository institutions. Seeking motivated self-starter to pursue new client opportunities with consultative sales approach.

Posted 6/8/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

strategic sales planningcontractingnegotiatingchange managementbusiness developmentcold callingpipeline managementCRM software proficiencyproduct trainingproduct demonstration

Soft Skills

professional written communicationverbal communicationinterpersonal skillsteam motivationproject managementgroup facilitationflexibilitytime management

Tools & Technologies

PC/Windows-based softwareWordExcelPowerPoint

Industry Keywords

financebankingcapital marketslendingtreasury functionsC-Suite ExecutivesCEOCFOCLO

About the role

Key responsibilities & impact

Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business.
Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities.
Develop sales presentations for delivery to prospective clients
Create and deliver proposals to prospective clients.
Utilize company resources as needed to secure commitments.
Ensure successful handoff of new clients to financial advisory teams
Attend industry events and trade shows for the purpose of generating leads and closing sales
Stay informed on industry trends, changes in industry regulations and the competitive landscape
Work with management and product development team to refine existing products as needed
Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through.
Other duties as assigned

Requirements

What you’ll need

Experience in strategic sales planning and execution
Knowledge of contracting, negotiating, and change management
Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals
Fundamental understanding of finance and banking, capital markets, lending or treasury functions
Work requires professional written and verbal communication and interpersonal skills
Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects
Ability to participate in and facilitate group meetings
Work requires willingness to travel and work a flexible schedule
PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint.
Demonstrated track record of aggressive external business development, including extensive cold calling, pipeline management, and CRM software proficiency.
Product training and product demonstration experience required.

Benefits

Comp & perks

Health insurance
Professional development
Flexible work arrangements