What are the responsibilities and job description for the Client Account Manager – Equipment Finance position at Altius Search Group?
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.
Salary : $100,000 - $145,000