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.