MODE Transportation, LLC in
Billing and AR Portfolio Specialist
MODE Transportation, LLC in, Dallas, Texas, United States, 75215
Billing and AR Portfolio Specialist (Finance)
About MODE Global 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
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.
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.
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About MODE Global 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
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.
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.
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