Account Executive | Equipment Finance | Irvine, CA

August 11

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Altius Search Group

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Description

• Account Executive for a client in the Equipment Finance Industry • Prospecting daily for new clients • Maintain a scheduled calling program with clients and prospects to develop selling of Equipment Finance • 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 towards Chief Financial Officers (CFOs) of privately-owned or publicly-owned companies with revenues of $100MM+ • Structure equipment transactions ranging from $500k to $10MM on average • Manage existing relationships with middle-market companies • 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

• Minimum of 5+ years successful track record in Business to Business Sales • Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships • Excellent understanding of 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 using Excel, Word, Power Point and Salesforce • Ability to travel as needed to build relationships • Confident self-starter with ability to manage multiple tasks in fast paced environment • Strong track record of meeting or exceeding financial sales