Portfolio Manager

Job Description

Job Description

The Company

Founded in 1990, Pacific Rim Capital (PRC) is one of the largest independent equipment leasing

companies and payment solutions providers in North America. PRC specializes in financing powered industrial vehicles, transportation fleets, warehouse automation solutions (AGVs), clean energy technology, mobile datacenters, and IT & communications equipment. We are headquartered in Irvine, CA and have grown to over 100 team members and manage a portfolio of nearly $2 billion in equipment assets, proudly serving a roster of valued Fortune 250 companies.

Job Summary

The Portfolio Manager 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.

Key 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. 
• 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
  

Requirements

• Bachelor’s degree or equivalent professional experience.
• Bilingual (English/Spanish) proficiency is highly preferred but not required.
• 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.

Compensation and Benefits

• Current Salary : $30.00-$35.00/hour plus commission.
  
• 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.

PRC is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. We welcome and encourage applicants from all backgrounds to apply, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. 

If you require a reasonable accommodation during the application or interview process, please contact View email address on ziprecruiter.com.  

We believe that diversity of thought, background, and experience makes us stronger and helps us better serve our employees, customers, and communities.