Portfolio Specialist

MODE Transportation, LLC; Dallas (TX); Remote; USD 65,000 - 85,000; Full time

Job summary

A leading transportation firm seeks a Portfolio Account Specialist to manage accounts and resolve billing disputes. The ideal candidate will have 3-5 years in account management or customer service, with strong communication skills and proficiency in tools like Excel and Salesforce. This role offers remote flexibility along with a competitive salary and benefits.

Benefits

Competitive salary

Performance-based bonuses

Comprehensive benefits package

Remote flexibility

Qualifications

• 3-5 years of experience in account management or customer service.
• Strong understanding of accounts receivable processes.
• Ability to interpret aging reports and financial documents.

Responsibilities

• Manage the lifecycle of accounts within the assigned agent portfolio.
• Investigate and resolve billing disputes.
• Evaluate customer accounts exceeding credit limits.

Skills

Account management

Collections

Credit policies

Communication skills

Detail-oriented

Problem-solving

Tools

Excel

Salesforce

Microsoft Dynamics

SAP

Oracle

NetSuite

Job description

Overview

MODE Global is a $4B+ multimodal transportation leader, delivering comprehensive supply chain solutions across North America. With a vast agent-based network and a suite of offerings—spanning LTL, truckload, parcel, intermodal, air, and ocean—MODE drives operational excellence through technology, innovation, and integrity. We simplify logistics, empower partnerships, and deliver performance.

Job Title: Portfolio Account Specialist

Responsibilities

• Portfolio Oversight:
  • Manage and monitor the full lifecycle of accounts within the assigned agent portfolio.
  • Review and analyze aging reports regularly to identify past-due balances, short payments, and unresolved billing issues.
• Dispute & Issue Resolution:
  • Investigate and resolve billing disputes and payment discrepancies by collaborating with internal departments and external stakeholders.
  • Serve as the central point of contact for escalations related to accounting issues impacting the agent's customers.
• Credit Review & Risk Mitigation:
  • Evaluate customer accounts approaching or exceeding credit limits.
  • Coordinate with the Credit and Clearance team to assess creditworthiness and facilitate timely decisions to avoid service disruptions.
• Cross-Functional Collaboration:
  • Partner with Collections, Billing, Operations, and Customer Service teams to drive issue resolution and support seamless service delivery.
  • Collaborate with customers and internal teams (finance, sales, operations, IT) to streamline billing, payment, and reconciliation processes.
  • Knowledge of EDI, payment/billing portals, and automated billing or cash application tools.
  • Provide leadership and guidance to internal team members supporting the agent's accounts, ensuring alignment and accountability.
• Agent & Customer Support:
  • Act as a liaison between the agent, internal departments, and customers when necessary to ensure excellent customer experience.
  • Maintain a deep understanding of the agent's business needs and proactively address challenges impacting account health.
• Reporting & Communication:
  • Provide regular updates to internal stakeholders and the agent regarding account status, risk areas, and resolution progress.
  • Prepare reporting or portfolio summaries as needed for internal or agent-facing meetings.

Qualifications

• 3-5 years of experience in account management, collections, credit, or customer service roles.
• Strong understanding of accounts receivable processes, credit policies, and dispute resolution.
• Excellent communication and interpersonal skills; able to manage multiple stakeholders and build trust across teams.
• Ability to interpret aging reports, financial documents, and account data.
• Proven ability to lead without authority and influence cross-functional teams.
• Detail-oriented with strong organizational and problem-solving skills.
• Proficiency in Excel, Salesforce and ERP/AR systems (e.g., Microsoft Dynamics, SAP, Oracle, NetSuite) preferred.

Success Factors

• Takes ownership of portfolio health and drives accountability across teams.
• Build strong relationships with agents and internal stakeholders.
• Quickly identify issues and implement timely, effective resolutions.
• Maintains a customer-first mindset while balancing financial risk.

Why Join MODE Global?

• High-impact role in one of MODE's fastest-growing and most strategic business areas.
• Collaborate with leaders across technology, operations, and carrier strategy.
• Fully remote flexibility with a supportive and engaged team environment.
• Competitive salary, performance-based bonuses, and comprehensive benefits package.
• A culture rooted in integrity, innovation, and operational excellence.

MODE Global is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.