Client Account Manager – Equipment Finance

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{
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  "city": "Irvine",
  "guid": "hpwal",
  "slug": "client-account-manager-equipment-finance",
  "tags": [],
  "title": "Client Account Manager – Equipment Finance",
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  "location": "Irvine, California, United States",
  "position": 1206,
  "highlight": "<p>Drive customer onboarding, platform adoption, training, and account health for an equipment finance software platform; serve as primary client contact and trusted advisor.</p><p style=\"min-height: 1.7em;\"></p>",
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      "country": "United States",
      "state_code": "CA",
      "postal_code": "92062",
      "country_code": "US",
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  "max_hours": 50,
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  "created_at": "2026-05-12 17:15:10 UTC",
  "department": "Equipment Finance",
  "options_cv": "required",
  "state_code": "CA",
  "state_name": "California",
  "updated_at": "2026-05-12 19:39:53 UTC",
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  "description": "<p class=\"p1\"><strong>Client Account Manager – Equipment Finance</strong></p><p style=\"min-height: 1.7em;\"></p><p class=\"p1\">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.</p><p style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>About the Role</strong></p><p class=\"p2\">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.</p><p class=\"p3\" style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>Key Responsibilities</strong></p><ul class=\"ul1\"><li><p>Develop a deep understanding of the company’s customer‑facing applications, with emphasis on the lease and asset management platform.</p></li><li><p>Lead onboarding for new customers, including orientation, discovery of business objectives, and coordination with internal technical resources.</p></li><li><p>Serve as the main customer contact throughout the lifecycle, ensuring account health and driving customers toward successful outcomes.</p></li><li><p>Prepare and deliver training content that communicates both business value and technical functionality.</p></li><li><p>Create scalable customer‑education materials (print, webinars, video, etc.).</p></li><li><p>Monitor customer health trends and proactively address risks or opportunities.</p></li><li><p>Build a regular cadence with enterprise customers to review progress, provide strategic guidance, and advocate for customer needs internally.</p></li><li><p>Track customer issues through resolution, escalating to product and engineering teams when necessary.</p></li><li><p>Contribute to program development and continuous improvement within the Customer Success function.</p></li><li><p>Travel to customer sites as required.</p></li></ul><p style=\"min-height: 1.7em;\"></p>",
  "postal_code": "92062",
  "company_name": "Altius Search Group",
  "country_code": "US",
  "published_at": "2026-05-12 19:39:53 UTC",
  "requirements": "<p class=\"p1\"><strong>Qualifications</strong></p><ul class=\"ul1\"><li><p>Experience in SaaS customer success, account management, or technical account management.</p></li><li><p>General understanding of cloud, web, and mobile software architecture.</p></li><li><p>Strong customer‑facing skills with a passion for helping customers solve problems.</p></li><li><p>3–5 years of experience in equipment finance or leasing is a plus.</p></li><li><p>Experience with lease accounting systems (LeaseWave, LeasePlus) is a plus.</p></li><li><p>Proven success in project management, process improvement, crisis management, and service excellence.</p></li><li><p>Ability to build strong relationships with customer stakeholders and internal teams.</p></li><li><p>Excellent communication, presentation, and interpersonal skills.</p></li><li><p>Highly organized, detail‑oriented, and comfortable working autonomously in a fast‑paced environment.</p></li><li><p>Bachelor’s degree or equivalent experience.</p></li></ul><p class=\"p5\" style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>Skills &amp; Attributes</strong></p><ul class=\"ul1\"><li><p>High initiative and a proactive mindset.</p></li><li><p>Team‑oriented with a willingness to support colleagues across the organization.</p></li><li><p>Strong verbal and written communication abilities.</p></li><li><p>Effective in both one‑on‑one and group settings.</p></li><li><p>Ability to maintain confidentiality and handle sensitive information.</p></li><li><p>Strong time‑management and multitasking capabilities.</p></li></ul><p style=\"min-height: 1.7em;\"></p>",
  "translations": {
    "en": {
      "title": "Client Account Manager – Equipment Finance",
      "highlight": "<p>Drive customer onboarding, platform adoption, training, and account health for an equipment finance software platform; serve as primary client contact and trusted advisor.</p><p style=\"min-height: 1.7em;\"></p>",
      "description": "<p class=\"p1\"><strong>Client Account Manager – Equipment Finance</strong></p><p style=\"min-height: 1.7em;\"></p><p class=\"p1\">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.</p><p style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>About the Role</strong></p><p class=\"p2\">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.</p><p class=\"p3\" style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>Key Responsibilities</strong></p><ul class=\"ul1\"><li><p>Develop a deep understanding of the company’s customer‑facing applications, with emphasis on the lease and asset management platform.</p></li><li><p>Lead onboarding for new customers, including orientation, discovery of business objectives, and coordination with internal technical resources.</p></li><li><p>Serve as the main customer contact throughout the lifecycle, ensuring account health and driving customers toward successful outcomes.</p></li><li><p>Prepare and deliver training content that communicates both business value and technical functionality.</p></li><li><p>Create scalable customer‑education materials (print, webinars, video, etc.).</p></li><li><p>Monitor customer health trends and proactively address risks or opportunities.</p></li><li><p>Build a regular cadence with enterprise customers to review progress, provide strategic guidance, and advocate for customer needs internally.</p></li><li><p>Track customer issues through resolution, escalating to product and engineering teams when necessary.</p></li><li><p>Contribute to program development and continuous improvement within the Customer Success function.</p></li><li><p>Travel to customer sites as required.</p></li></ul><p style=\"min-height: 1.7em;\"></p>",
      "requirements": "<p class=\"p1\"><strong>Qualifications</strong></p><ul class=\"ul1\"><li><p>Experience in SaaS customer success, account management, or technical account management.</p></li><li><p>General understanding of cloud, web, and mobile software architecture.</p></li><li><p>Strong customer‑facing skills with a passion for helping customers solve problems.</p></li><li><p>3–5 years of experience in equipment finance or leasing is a plus.</p></li><li><p>Experience with lease accounting systems (LeaseWave, LeasePlus) is a plus.</p></li><li><p>Proven success in project management, process improvement, crisis management, and service excellence.</p></li><li><p>Ability to build strong relationships with customer stakeholders and internal teams.</p></li><li><p>Excellent communication, presentation, and interpersonal skills.</p></li><li><p>Highly organized, detail‑oriented, and comfortable working autonomously in a fast‑paced environment.</p></li><li><p>Bachelor’s degree or equivalent experience.</p></li></ul><p class=\"p5\" style=\"min-height: 1.7em;\"></p><p class=\"p1\"><strong>Skills &amp; Attributes</strong></p><ul class=\"ul1\"><li><p>High initiative and a proactive mindset.</p></li><li><p>Team‑oriented with a willingness to support colleagues across the organization.</p></li><li><p>Strong verbal and written communication abilities.</p></li><li><p>Effective in both one‑on‑one and group settings.</p></li><li><p>Ability to maintain confidentiality and handle sensitive information.</p></li><li><p>Strong time‑management and multitasking capabilities.</p></li></ul><p style=\"min-height: 1.7em;\"></p>",
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  "category_code": "finance",
  "mailbox_email": "[email protected]",
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      "body": "Do you have experience working directly with SaaS platforms in a customer success, account management, or technical account management role?",
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      "position": 1,
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          "body": "Do you have experience working directly with SaaS platforms in a customer success, account management, or technical account management role?"
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      "open_question_options": []
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    {
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      "body": "Have you worked in the Equipment Finance or Leasing industry for at least 3 years? ",
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