Job 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.
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Prospecting daily for new clients
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Maintain a scheduled calling program with clients and prospects to develop the sale of Equipment Financing
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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
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Target calling efforts directed toward Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+
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Structure equipment transactions ranging from $50k to $500k on average
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Manage existing relationships
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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.
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Visiting accounts and prospects
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Coordinate with the marketing team to execute database marketing initiatives to generate new business opportunities
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Identify and qualify equipment lease and finance transactions
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Work with management to analyze, price and structure transactions
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Assist in managing the customer relationship from initial contact, transaction award, credit underwriting and funding
Job requirements
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Minimum of 5+ years successful track record in Business to Business Sales
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Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships
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Excellent understanding of equipment finance marketplace
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BA/BS degree with a preferred emphasis in Finance, Accounting or Economics
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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
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High energy with a strong desire to succeed in adverse situations
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Strong written/oral communicator with excellent interpersonal skills
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Possess an innovative, courageous approach to problem-solving and market analysis
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Proficient using Excel, Word, Power Point and Salesforce
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Ability to travel as needed to build relationships
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Confident self-starter with ability to manage multiple tasks in fact paced environment
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Strong track record of meeting or exceeding financial sales