Account Executive | Dallas, TX

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

Job 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