LeasePoint Funding Group, LLC. Client Account Specialist Austin, TX · Remote · Full time Company website

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LeasePoint is a single point solution for funding capital equipment - a one-stop-shop for equipment finance. With a diverse group of funding sources, LeasePoint has the flexibility to work with a wide-range of credits including unique clients that fall outside the rigorous standards of conventional financing.

Are you the kind of person who can have a tough conversation with a customer and have them thank you at the end of it? Do you believe most people want to do the right thing and just need a partner to help them get there?

LeasePoint Funding Group is a fast-growing specialty equipment finance company looking for a Client Account Specialist to build and lead our portfolio servicing and account management function. This is a department-of-one role, owning day-to-day customer relationships and account performance while designing the processes and structure to support our growth.

This role is ideal for someone who genuinely likes people, isn’t afraid to pick up the phone, and can hold a firm line without losing warmth. You’ll be the person our customers know by name, and the one who keeps our portfolio healthy by getting ahead of issues before they become problems.

 

What’s In It for You 

This role offers the opportunity to take full ownership of a critical function within a growing financial services company. You’ll shape how we engage with customers, build the processes that scale with us, and directly impact both portfolio performance and customer experience.

You’ll work closely with leadership, sales, and credit, giving you visibility and influence across the business while positioning yourself to grow into a team leadership role as the company scales.

 

Why This Role Matters 

Our customers’ experience after the deal closes is just as important as how we win them. This role owns that experience. You’ll be the voice they hear when something needs to be sorted out, the person they trust to give them a straight answer, and the reason accounts stay current instead of slipping.

As the sole owner of this function, you’ll set the tone for how LeasePoint shows up for customers, while building the foundation for a team that grows alongside the portfolio.

  

Who You Are

• You genuinely like people and find satisfaction in solving their problems
• You’d rather pick up the phone than send another email, especially when something is sensitive
• You can deliver tough news without being cold, and hold a firm line without being harsh
• You believe most customers want to do the right thing, and you treat them as partners, not adversaries
• You stay calm and curious when conversations get hard, and you don’t take pushback personally
• You’re organized enough to follow through on every commitment you make to a customer

What You’ll Do 

You’ll own and execute all aspects of portfolio servicing and account management, including:

• Serving as the primary point of contact and trusted resource for customers throughout the life of their lease
• Building real relationships with customers so that when issues come up, there’s already trust in the bank
• Reaching out early when accounts show signs of trouble, having candid conversations, and partnering with customers to find a path forward
• Helping customers understand their obligations and options so they feel informed and supported, not surprised
• Monitoring daily payment activity and resolving returned or failed payments quickly and professionally
• Reviewing aging reports and getting ahead of early-stage delinquency before it escalates
• Managing insurance documentation, proof of coverage, and other lease-related requirements
• Maintaining accurate, complete documentation within servicing and CRM systems
• Reviewing account histories for accuracy and escalating discrepancies when needed
• Ensuring servicing activities comply with internal policies and applicable regulations
• Spotting patterns in customer issues and feeding that back into how we operate

  

This job description is intended to describe the general nature of the role and is not an all-inclusive list of responsibilities. Duties and priorities may evolve as business needs change.

  

What Success Looks Like 

Within 90 days: 

• Gain a deep understanding of LeasePoint’s portfolio, systems, and servicing processes 
• Take full ownership of day-to-day servicing activities 
• Identify key gaps and opportunities for process improvement 

  

Within 6–12 months: 

• Improve delinquency rates and overall portfolio performance 
• Establish clear processes, reporting, and servicing standards 
• Build a scalable foundation for future team growth 
• Be positioned to expand into a leadership role as the function grows 

  

What You’ll Need 

• High school diploma or equivalent required
• 3+ years of experience in a role where relationship-building and accountability conversations were both central, such as customer success, account management, client services, servicing, or collections
• Experience in financial services, lending, leasing, or equipment finance is a plus
• Demonstrated ability to work independently and take full ownership of a function
• Strong verbal communication skills and genuine comfort on the phone
• Ability to handle sensitive conversations with professionalism and warmth
• Excellent organizational skills and attention to detail
• Comfort working in a fast-paced environment with multiple priorities
• Proficiency with CRM systems and Microsoft Office (Excel, Outlook)

    

Compensation & Benefits 

• $50,000-70,000 total compensation, commensurate with experience
• Performance-based bonus tied to portfolio performance metrics
• 100% employer-paid health insurance for employees (HDHP plan)  
• HSA with employer contribution to support long-term healthcare savings  
• Voluntary dental, vision, life, and AD&D coverage  
• Unlimited Time Off policy so you can recharge when needed   
• 11 paid company holidays  
• 401(k) to save for retirement
• Flexible work environment and schedule focused on outcomes  
• Direct collaboration with leadership and sales, giving you visibility and influence across the business  

  

Third-Party Recruiters & Staffing Agencies: We are not accepting unsolicited outreach or submissions for this role. Please do not contact us regarding this position.