Portfolio Manager

Pacific Rim Capital • Irvine, CA

5d • $30 - $35 • Hybrid

About The Position

The Portfolio Specialist plays a dynamic and critical role in managing the post-commencement client relationship for equipment leases. This position serves as a key liaison between clients and internal teams, ensuring a seamless experience throughout the End-of-Lease (EOL) process and across the entire asset lifecycle.
Portfolio Specialists advise clients on lease renewals, equipment replacements, buyouts, and return strategies while helping maximize equipment utilization and client satisfaction. The ideal candidate thrives in a fast-paced environment, is highly comfortable engaging with clients by phone and email, and brings prior experience in sales, account management, or customer success within financial services or equipment leasing.

Requirements

• Bilingual (Spanish/English)
• Bachelor’s degree or equivalent professional experience.
• 3–5 years of experience in sales, account management, or customer service, preferably within financial services, equipment leasing, or asset management.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Demonstrated track record of achieving or exceeding goals and KPIs.
• Strong sense of urgency with the ability to manage and exceed SLAs and deliverables.
• Exceptional written and verbal communication skills across phone, email, and video platforms.
• High emotional intelligence with the ability to anticipate client needs and proactively maintain satisfaction.
• Excellent organizational skills with strong attention to detail, prioritization, and follow-through in a dynamic environment.
• Technical aptitude with CRM systems (e.g., Creatio or equivalent) and basic data/reporting tools.
• Ownership mindset with a proactive approach to problem-solving and collaboration.
• Ability to work effectively with clients and colleagues across diverse backgrounds and regions.

Responsibilities

• Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ownership during End-of-Lease (EOL) activities. Ability to manage main aspects of renewals, replacements, buyouts, and returns while staying customer focused.
• Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities, equipment optimization strategies, and retention initiatives that drive value and long-term relationships. Add utilization studies and pricing
• Cross-Functional Collaboration: Partner closely with Sales, Account Management, Customer Experience, and Accounts Receivable to ensure alignment on client needs and deliver cohesive service experience.
• Data-Driven Insights: Leverage CRM and analytics tools to track key performance metrics, prepare business reviews, and generate portfolio reports that inform client and internal decision-making.
• Conflict Resolution: Participate actively in account-based pod structures, collaborating with internal stakeholders to ensure timely and effective issue resolution and seamless client experience.
• Other duties as assigned

Benefits

• Health Benefits: Comprehensive medical, dental, vision, and life insurance, along with an Employee Assistance Program and 401(k) plan with company match, available for full-time employees.
• Paid Time Off: Accrue three weeks of PTO annually.
• Holidays: Enjoy 15.5 paid holidays throughout the year.
• Work Environment: Flexible hybrid work arrangement available once you are fully integrated into your role.
• Culture Committee: Join our volunteer-based culture committee to help shape our workplace culture.
• Company Activities: Participate in monthly company events and quarterly team-building activities.
• Office Amenities: Work in our modern office located in central Orange County, CA, featuring sit-stand desks and a vibrant atmosphere.
• Refreshments: Daily snacks, along with premium coffee and tea options, provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level