Job Description
Description
Account Executive | Equipment Finance | Dallas, TX
Altius Search Group is searching for an Account Executive for one of our clients in the Equipment Finance Industry. This position will work from their office in Dallas, TX.
Prospecting daily for new clients
Maintain a scheduled calling program with clients and prospects to develop the sale of Equipment Financing
Identify and address areas of competition, as well as potential new markets in the assigned area that would maximize the volume and earnings of the direct corporate EF portfolio
Target calling efforts directed toward Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+
Structure equipment transactions ranging from $50k to $500k on average
Manage existing relationships
Manage all financing opportunities in Salesforce.com, keeping personal pipeline current as to the stage of movement within the pipeline and keeping the file up-to-date on the next items to be completed.
Visiting accounts and prospects
Coordinate with the marketing team to execute database marketing initiatives to generate new business opportunities
Identify and qualify equipment lease and finance transactions
Work with management to analyze, price and structure transactions
Assist in managing the customer relationship from initial contact, transaction award, credit underwriting and funding
Requirements
Minimum of 5+ years of successful sales experience in the equipment finance industry
Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships
Excellent understanding of the equipment finance marketplace
BA/BS degree with a preferred emphasis in Finance, Accounting, or Economics
Ability to use the Loan Pricing Model in conjunction with knowledge of transaction pricing for equipment and vehicles as it pertains to providing and assisting with lease quotations and proposals
High energy with a strong desire to succeed in adverse situations
Strong written/oral communicator with excellent interpersonal skills
Possess an innovative, courageous approach to problem-solving and market analysis
Proficient in using Excel, Word, PowerPoint, and Salesforce
Ability to travel as needed to build relationships
Confident self-starter with the ability to manage multiple tasks in fact paced environment
Strong track record of meeting or exceeding financial sales
