Job Details

Account Executive | Dallas, TX

IRVING-75014, TX, US


Company

Altius Search Group

Job Description

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.

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Prospecting daily for new clients 

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Maintain a scheduled calling program with clients and prospects to develop the sale of Equipment Financing

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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

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Target calling efforts directed toward Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+

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Structure equipment transactions ranging from $50k to $500k on average

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Manage existing relationships 

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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.

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Visiting accounts and prospects

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Coordinate with the marketing team to execute database marketing initiatives to generate new business opportunities

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Identify and qualify equipment lease and finance transactions

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Work with management to analyze, price and structure transactions 

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Assist in managing the customer relationship from initial contact, transaction award, credit underwriting and funding

Requirements

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Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships

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Excellent understanding of the equipment finance marketplace

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BA/BS degree with a preferred emphasis in Finance, Accounting, or Economics

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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

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High energy with a strong desire to succeed in adverse situations

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Strong written/oral communicator with excellent interpersonal skills

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Possess an innovative, courageous approach to problem-solving and market analysis

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Proficient in using Excel, Word, PowerPoint, and Salesforce

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Ability to travel as needed to build relationships

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Confident self-starter with the ability to manage multiple tasks in fact paced environment

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Strong track record of meeting or exceeding financial sales