Account Executive | Dallas, TX
About The Position
Altius Search Group is searching for an Account Executive for one of their clients in the Equipment Finance Industry. This position will work from their office in Dallas, TX. The role involves prospecting daily for new clients, maintaining a scheduled calling program with clients and prospects to develop the sale of Equipment Financing, and identifying and addressing 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. The target calling efforts are directed toward Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+. The role will structure equipment transactions ranging from $50k to $500k on average. Responsibilities also include managing existing relationships, managing 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, coordinating with the marketing team to execute database marketing initiatives to generate new business opportunities, identifying and qualifying equipment lease and finance transactions, working with management to analyze, price and structure transactions, and assisting 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
