Account Manager-Bilingual

Evolving Solution Services; Parkville (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Engaged Financial is seeking a bilingual Account Manager to serve as the primary contact for our customers, cultivating relationships and overseeing a book of business.

You will manage accounts totaling millions in AR, coordinate funding processes for carriers, monitor credit terms, and support clients through implementation and invoicing.

The role emphasizes proactive communication, accurate data management, and timely problem resolution to maintain trust and drive growth.

Qualifications

• High school diploma or equivalent.
• Ability to work independently while balancing collaboration with leadership.
• Efficient and courteous customer service and client management.
• Excellent follow-through and detail orientation.
• Strong communication and customer service skills.
• Sense of urgency and initiative.
• Ability to use Word, Excel, TMS System, Cadence and banking software.

Responsibilities

• Build and maintain relationships with Engaged Financial clients.
• Oversee streamlined funding processes for carriers averaging 1-3 active trucks.
• Onboard, manage, and grow customer accounts.
• Monitor credit terms and adjust credit limits as needed.
• Provide customer training during implementation.
• Process due diligence for release of reserves and non-factored balances.
• Audit and analyze invoices.
• Assist with posting payments and reconciliation of funds.
• Advise on account status and communicate with customers.
• Address past-due amounts and coordinate payment arrangements.
• Serve as support for client disputes and issue resolution.
• Maintain accurate customer files and documentation.
• Perform other administrative duties as required.

Skills

Independent work

Customer service

Detail oriented

Communication

Sense of urgency

Computer skills

People skills

Education

High school diploma

Tools

Word

Excel

TMS System

Cadence

Banking software

Job description

We are looking for a bilingual Account Manager for Engaged Financial. This individual fosters strong customer relationships while balancing the oversight of a dedicated book of business. This position is the primary contact for Engaged Financial customers and is responsible for providing clients with updates on account related issues.

The Account Manager’s book of business is $4+ million dollars in accounts receivable that turns monthly comprised of clients who fund less than $50K in purchasing per month who require expedient funding. They are tasked with mitigating risk through executing the weekly book review best practices and resolving invoices exceptions.

Essential Duties and Responsibilities

• Build and maintain relationships with Engaged Financial clients
• Oversee streamlined funding processes for carriers averaging a fleet of 1-3 active trucks
• Onboard, manage, and grow customer accounts
• Monitor ongoing credit and terms of customer accounts adjusting credit limits appropriately
• Provide customer training during implementation
• Completing due diligence for the release of reserves and non-factored balances
• Invoice auditing and analysis
• Assist with posting payments and reconciliation of funds received
• Inquire and communicate account status with customers
• Monitor customer past due amounts. Contact customers, as necessary, to work out payment arrangements and/or elevate collection efforts
• Act as a support contact for client disputes and resolution of issues
• Maintain customer files and ensure that necessary documentation is received and filed
• Other administrative duties as required

Required Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work independently while balancing appropriate collaboration with leadership oversight.
• Efficient and courteous customer service and client management
• Excellent follow-through and detail orientation
• Strong communication and customer service skills
• “Sense of urgency” and strong initiative
• Ability to effectively utilize computer programs including Word, Excel, and TMS System as well as Cadence and banking software
• Ability to work with a variety of people and personality styles

Minimum Education and Experience

• High school diploma or equivalent

Physical Demands and Work Environment

• Physical Demands: While performing the duties of this job, the employee is regularly required to remain in a stationary position for at least 50% of the time. The employee needs to occasionally move about inside the office to access file cabinets, office machinery, etc. The general level of physical activity would be defined as sedentary. The employee is regularly required to operate a computer and other office productivity machinery, such as a calculator, telephone, copy machine, and printer. Some movements of the hands, arms, and wrists may involve repetitive motions. Specific vision abilities required by this job include the ability to detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, and assess various activities and surroundings.
• Cognitive/Mental Requirements : While performing the duties of this job, the employee is regularly required to comprehend and use basic language, either written or spoken, to communicate simple and complex information, ideas, and information. The employee is also required to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information, and deal with abstract variables for unique or unfamiliar situations. The employee must use problem-solving skills to formulate and apply appropriate courses of action for routine or familiar situations. The employee may be required to perform numerical operations including basic counting, adding, subtracting, multiplying, and dividing or more complex quantitative calculations.
• Work Environment: While performing the duties of this job, the employee is inside a central heat and air-conditioned office building. The noise level in the work environment is minimal.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of an employee. Duties, responsibilities, and activities may change at any time with or without notice.