Pathward12.03.26
AI SCORE 8.5

Account Executive II - Equipment Finance (Remote)

$80K–$120K/year

About the Role

We are seeking a skilled Account Executive II to join our dynamic team in the Equipment Finance sector. This is a remote position that offers you the chance to leverage your financial acumen and sales expertise to drive success in a rapidly evolving market. As an Account Executive II, you will play a crucial role in managing client relationships and facilitating equipment financing solutions.

What You'll Do

  • Develop and maintain strong relationships with clients to understand their equipment financing needs.
  • Utilize your negotiation skills to close deals and meet sales targets.
  • Conduct credit assessments and financial analysis to ensure the best financing options for clients.
  • Collaborate with internal teams to streamline the financing process and enhance customer satisfaction.
  • Manage a portfolio of accounts, ensuring timely follow-ups and addressing any client concerns.
  • Utilize CRM software (Salesforce) to track sales activities and client interactions.
  • Participate in training and development programs to enhance your skills and knowledge in equipment finance.
  • Provide insights and feedback to improve our sales strategies and processes.

Requirements

  • 3-5 years of experience in sales, preferably in equipment finance or commercial finance.
  • Strong understanding of credit assessment and financial products.
  • Excellent communication and interpersonal skills.
  • Proficiency in CRM software, particularly Salesforce.
  • Ability to work independently and manage multiple accounts effectively.
  • Demonstrated success in meeting or exceeding sales targets.
  • Strong analytical skills with a focus on data-driven decision-making.
  • Ability to negotiate and influence stakeholders at all levels.

Nice to Have

  • Experience in vendor management and project management.
  • Knowledge of legal aspects related to equipment financing.
  • Familiarity with underwriting and risk management processes.

What We Offer

  • Comprehensive benefits package including health insurance.
  • 401(k) retirement benefits with company matching.
  • Life insurance and disability benefits.
  • Paid time off and flexible work arrangements.
  • Annual performance-based incentive opportunities.
  • Support for professional development and training.
  • A collaborative and inclusive work environment.
  • The opportunity to make a significant impact in a growing company.
Why This Job8.5 of 10

This remote Account Executive II position offers a competitive salary and comprehensive benefits, making it an attractive opportunity for sales professionals in the equipment finance sector.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

Proficient in using CRM software like Salesforce or HubSpot to track client interactions and sales pipelines effectively, ensuring timely follow-ups and organized client data management.

Demonstrates strong negotiation skills with a focus on financial solutions, able to navigate complex financing terms while maintaining client satisfaction and fostering long-term partnerships.

Possesses a data-driven mindset with experience in financial analysis, allowing for insightful credit assessments and tailored financing options that meet diverse client needs.

Learning Resources

The Ultimate Guide to Sales Negotiationguide

Career Path

Account Executive II - Equipment Finance(Now)Senior Account Executive - Equipment Finance(1-2 years)Sales Manager - Equipment Finance(3-5 years)

Market Overview

Market Size 2024
$1.2B
Annual Growth
12.5%
AI Adoption in Sales
78%
Investment in Sales Tech
+40%
Labour Demand for Sales Roles
+15%
Avg Salary for Account Executives
$85K

Skills & Requirements

Required
SalesCRM SoftwareNegotiation
Growing in Demand
Data AnalysisSales Automation ToolsDigital Marketing
Declining
Cold CallingTraditional CRM Software

Domain Trends

Rise of AI in Sales
AI tools are enhancing lead scoring and customer insights, with 78% of sales teams adopting AI technologies to improve efficiency and decision-making.
Shift to Remote Selling
Remote selling strategies are becoming essential, with 65% of companies reporting increased sales success through virtual engagement.
Increased Focus on Customer Experience
Companies are investing 30% more in customer experience initiatives, recognizing that personalized engagement drives sales growth.

Industry News

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