[Hiring] Billing and AR Portfolio Specialist @MODE GLOBAL

Role 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.

• 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.
• 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.
• 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.
• 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.
• Provide leadership and guidance to internal team members supporting the agent’s accounts, ensuring alignment and accountability.
• 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.
• 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.

Requirements

• 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.

Benefits

• 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.