Client Services Director


Who we are:

We are a trusted, nationally recognized, powerhouse design/build firm servicing clients in the financial services industry. Two decades of partnerships with our clients. Endless commitment to our clients. We have a wonderful story to tell. At La Macchia Group, we do things differently, and the results speak for themselves.

What We’re Looking For: 

We’re looking for a self-sufficient, highly motivated, goal-oriented, persistent and experienced Inside Sales professional. Knowledge or experience in the Banking Industry is preferred. 

What You Would Do:

Actively generate and engage leads through phone calls, emails, LinkedIn messages, and social media. Ensure qualified opportunities are well developed for successful hand-off to Outside Sales for successful progression to closure. Primarily an office setting role, but occasional travel may be required.

The Details:

· Actively generate leads utilizing digital prospecting, networking as well as a suite of tools and applications available.

· Identify decision-makers among targeted leads to initiate the sales conversations/process.

· Take a consultative approach with C-Level Executives while navigating multiple decision-makers.

· Demonstrating critical and logical thinking when implementing Sales Best Practices.

· Maintain or exceed monthly/quarterly targeted objectives of number of leads created, opportunities launched, progression of opportunities through our sales pipeline.

· Maintain sales process documentation with accurate and timely population and use of our Customer Relationship Management records database (ie. HubSpot) to support opportunity pipeline management including all aspects of lead development, progression, and opportunity passing.

· Effectively and independently deliver the La Macchia Group vision & value proposition for the given solution to client’s challenges.

· Demonstrating a keen understanding of market conditions, competitive landscape, and client's business goals and pressures.

· Provide regular updates to management regarding opportunities, trends, and competitive challenges.

· Executes Marketing/Sales campaigns via outbound efforts telephone marketing through phone calls, emails, LinkedIn messages, and social media etc.



Qualifications to be successful in the role include:

At least 2-3 years of experience in an Inside Sales Role. 

Keys to success includes:

  • Exceptional verbal and written communication skills with the ability to directly interface with all internal and external employees and clients.
  • Outstanding client relationship skills-set.
  • Excellent organizational and problem-solving abilities; including prioritization, scheduling, and time management.
  • Must be proficient in Microsoft Suite such as Word, Excel, and PowerPoint. Prior experience with HubSpot a plus.
  • Strong knowledge of the Banking Industry.
  • Team player mentality with the ability to work independently toward lofty goals. 
  • Coachable, self-motivated, curious, and resilient attitude.
  • Ability to travel for Sales Meetings, Banking Conference, Training Events, and Company Functions.

This is a great opportunity to work for a company that does exceptional work for our clients!