Account Executive | Equipment Finance | Irvine, CA

Job description

Account Executive | Equipment Finance | Irvine, CA

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 Irvine, CA.

Responsibilities of this position include:

  • Prospecting daily for new clients 
  • Maintain a scheduled calling program with clients and prospects to develop selling of EquipmentFinance 
  • 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, 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 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