Account Executive | Equipment Finance | Dallas, TX

Altius Search Group

  • Irving, Texas
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Database Marketingunmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Transactionsunmatched
    • Fundingunmatched
    • Head of Financeunmatched
    • Interpersonal Skillsunmatched
    • Marketingunmatched
    • Microsoft Excelunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Presentation/Verbal Skillsunmatched
    • Pricingunmatched
    • Product Pricingunmatched
    • Relationship Managementunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Salesforce.comunmatched
    • Underwritingunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

    Description

    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.

    • 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

    Job 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

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    Numbers & Facts

    LocationIrving, Texas

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