Account Executive | Equipment Finance | Dallas, TX
Most applications go out cold — see where you stand first. No sign-up to start.
Don't just apply. Show up ready.
Olive works from this exact posting — no sign-up to start.
At a glance
Job overview
Altius Search Group is hiring an Account Executive | Equipment Finance | Dallas, TX. Altius Search Group seeks an Account Executive for a client in the equipment finance industry, working from the Dallas office. The role focuses on prospecting, managing client relationships, structuring equipment transactions, and coordinating marketing initiatives while leveraging finance expertise and strong communication skills.
Key focus areas include Prospect daily for new clients, Maintain a scheduled calling program with clients and prospects, and Identify competition and new market opportunities in the assigned area.
Successful candidates bring 5+ Years Successful Sales Experience In Equipment Finance Industry and Ability To Travel As Needed. Important skills include Salesforce.com, Excel, Microsoft Word, PowerPoint, Finance, and Loan Pricing Model.
Skills & qualifications
Skills
Qualifications
Full job description
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
You've read the whole posting — now see how you match it.