About the role
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
Requirements
- 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
Text as published by Altius Search Group. We don't edit postings; apply and ask questions on the employer's site.