Account Executive | Dallas, TX
At a glance
Mid-level Account Executive role at Altius Search Group. Irving · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prospect daily and run scheduled calls with clients and prospects to sell equipment financing
- Target CFOs at companies generating over $100MM, while developing assigned-area markets and countering competition
- Structure typical equipment transactions from $50k to $500k and qualify lease and finance opportunities
- Keep relationships and every financing opportunity current in Salesforce, including pipeline stages and next actions
- Guide customers from first contact through transaction award, credit review, and funding while coordinating marketing initiatives
What you bring
- A BA or BS, preferably focused on Finance, Accounting, or Economics
- Strong finance skills, equipment-finance market knowledge, and experience handling complex corporate relationships
- Ability to use the Loan Pricing Model and price equipment and vehicle lease quotations and proposals
- Proficiency with Excel, Word, PowerPoint, and Salesforce, plus strong written, verbal, and interpersonal communication
- A record of meeting or surpassing financial sales goals, with independent judgment across competing priorities
Who this fits
You’ll suit a self-directed sales professional who can build CFO relationships, analyze and price transactions, and keep a detailed pipeline moving. The job is based in the Dallas office and includes account and prospect visits, with travel as needed to build relationships.
From the employer
Account Executive | 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
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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