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.

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.

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

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

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

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

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

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  Monitor customer health trends and proactively address risks or opportunities.

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

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

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

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  Travel to customer sites as required.