Client Account Manager – Equipment Finance

Client Account Manager – Equipment Finance

Altius Search Group is partnering with a leading Equipment Finance organization to recruit a Client Account Manager who will play a pivotal role in driving customer onboarding, platform adoption, and long‑term account success. This individual will serve as a trusted advisor to enterprise clients, ensuring they realize measurable value from a sophisticated lease and asset management technology platform.

About the Role

The Client Account Manager will guide customers through the implementation, adoption, and ongoing optimization of a customer‑facing software platform. This role blends customer success, technical coordination, training, and strategic relationship management. You’ll be the primary point of contact for assigned accounts, ensuring a smooth onboarding experience and supporting customers throughout their lifecycle.

Key Responsibilities

• Develop a deep understanding of the company’s customer‑facing applications, with emphasis on the lease and asset management platform.

• Lead onboarding for new customers, including orientation, discovery of business objectives, and coordination with internal technical resources.

• Serve as the main customer contact throughout the lifecycle, ensuring account health and driving customers toward successful outcomes.

• Prepare and deliver training content that communicates both business value and technical functionality.

• Create scalable customer‑education materials (print, webinars, video, etc.).

• Monitor customer health trends and proactively address risks or opportunities.

• Build a regular cadence with enterprise customers to review progress, provide strategic guidance, and advocate for customer needs internally.

• Track customer issues through resolution, escalating to product and engineering teams when necessary.

• Contribute to program development and continuous improvement within the Customer Success function.

• Travel to customer sites as required.

Qualifications

• Experience in SaaS customer success, account management, or technical account management.

• General understanding of cloud, web, and mobile software architecture.

• Strong customer‑facing skills with a passion for helping customers solve problems.

• 3–5 years of experience in equipment finance or leasing is a plus.

• Experience with lease accounting systems (LeaseWave, LeasePlus) is a plus.

• Proven success in project management, process improvement, crisis management, and service excellence.

• Ability to build strong relationships with customer stakeholders and internal teams.

• Excellent communication, presentation, and interpersonal skills.

• Highly organized, detail‑oriented, and comfortable working autonomously in a fast‑paced environment.

• Bachelor’s degree or equivalent experience.

Skills & Attributes

• High initiative and a proactive mindset.

• Team‑oriented with a willingness to support colleagues across the organization.

• Strong verbal and written communication abilities.

• Effective in both one‑on‑one and group settings.

• Ability to maintain confidentiality and handle sensitive information.

• Strong time‑management and multitasking capabilities.