Customer Success Manager Jobs
Altius Search Group

Account Executive | Equipment Finance

Altius Search Group

Onsite (Irvine, CA) Mid Level $70k - $120k/yr
Posted Mar 13, 2026

Skills

Prospecting Sales Relationship Management Financial Analysis Transaction Structuring Credit Underwriting Salesforce Database Marketing Pricing Communication Problem-Solving Excel Word PowerPoint Travel

About the Role

Account Executive | Equipment Finance

Altius Search Group is searching for an Account¥nbsp;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¥nbsp;

  • Maintain a scheduled calling program with clients and prospects to develop selling of EquipmentFinance¥nbsp;

  • 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¥nbsp;

  • 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

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