Account Executive | Equipment Finance | Dallas, TX

Remote, USA
Posted Jun 15, 2026
Full-time

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

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 fact paced environment

    Strong track record of meeting or exceeding financial sales

Highlights

Join a leading equipment finance company as an Account Executive in their Dallas, TX office. You'll generate new business and manage key accounts, driving growth through your sales expertise.

Originally posted on Himalayas

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