Portfolio Specialist

Portfolio Account Specialist

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 offeringsspanning LTL, truckload, parcel, intermodal, air, and oceanMODE drives operational excellence through technology, innovation, and integrity. We simplify logistics, empower partnerships, and deliver performance.

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 : Manage and monitor the full lifecycle of accounts within the assigned agent portfolio.
• Dispute & Issue Resolution : Investigate and resolve billing disputes and payment discrepancies by collaborating with internal departments and external stakeholders.
• 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 :

Success Factors :

Why Join MODE Global?

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.