Account Executive | Equipment Finance | Dallas, TX
At a glance
Mid-level Account Executive role at Altius Search Group. Remote, United States · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prospect every day and follow a calling plan that develops equipment-financing sales
- Pursue CFOs at companies above the stated revenue threshold across assigned markets and territories
- Structure equipment transactions, typically ranging from fifty thousand to five hundred thousand dollars
- Keep Salesforce opportunities current, including pipeline stages, next actions, and complete deal files
- Guide financing opportunities from first contact through credit review, funding, and ongoing relationship management
What you bring
- At least five years of successful selling in the equipment-finance industry
- A BA or BS, preferably focused on finance, accounting, or economics
- Working knowledge of complex corporate finance relationships and the equipment-finance market
- Ability to use the Loan Pricing Model and price equipment and vehicle lease proposals
- Proficiency with Excel, Word, PowerPoint, and Salesforce, plus a record of meeting or exceeding sales goals
Who this fits
You'll suit a self-directed sales professional who can manage several active transactions, communicate confidently, and solve problems creatively. The role is based in an office in Dallas, includes account and prospect visits, and requires travel as needed. You will work with CFOs and manage relationships through the full financing process.
From the employer
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
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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