Job Description
The Portfolio Account Specialist is responsible for the oversight and management of a designated portfolio of customer accounts tied to a specific agent or group of agents or sales/ops team. This role serves as the primary point of coordination between internal teams and the agent/sales/ops, ensuring timely resolution of billing disputes, past-due balances, credit issues, and customer service escalations. The Portfolio Account Specialist does not manage direct reports but provides leadership and direction to cross-functional team members supporting the agent's portfolio, including billing, collections, credit, and operations. Transportation or logistics industry experience is a strong plus.
Key Responsibilities:
• Portfolio Oversight:
o Manage and monitor the full lifecycle of accounts within the assigned agent portfolio.
o Review and analyze aging reports regularly to identify past-due balances, short payments, and unresolved billing issues.
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