Portfolio Manager III

Cox Enterprises

. Manage and grow a portfolio of dealer clients across North Alabama and the Tennessee/Mississippi border .

Posted 9/18/2026full-timeRemote • Alabama • United StatesMid-LevelSenior💰 $89,400 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial acumen and expertise in managing dealer client portfolios, optimizing credit lines, and mitigating risk. Proficient in analyzing financial statements and utilizing Salesforce for client management and reporting.

Highest-signal resume keywords

Portfolio ManagementFinancial AnalysisClient EngagementRisk MitigationSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit OptimizationRisk IdentificationInventory AuditingData Analysis

Soft Skills

Communication SkillsNegotiation SkillsProblem-Solving SkillsTime ManagementInterpersonal Skills

Tools & Technologies

SalesforceExcelWordPowerPointOutlookTeams

Industry Keywords

Automotive IndustryFloorplan FinancingB2B Account ManagementCollectionsFinancial Acumen

About the role

Key responsibilities & impact

Manage and grow a portfolio of dealer clients across North Alabama and the Tennessee/Mississippi border
Optimize clients’ use of lines of credit ranging from $50,000 to $2,500,000
Act as a floor plan subject matter expert for assigned clients
Engage clients in person or virtually to achieve company goals and performance targets
Collaborate with internal partners to drive revenue, maximize profitability, control growth, and mitigate risk
Educate and coach clients on performance behaviors, self-service options, best practices, policies, and expectations
Collect and analyze client financial information, reports, and dashboards
Identify growth opportunities and clients experiencing financial distress using historical data and company tools
Collaborate with Risk and Recovery on pre-default risk mitigation and post-default collection efforts
Minimize loss and maximize recovery on defaulted accounts
Conduct physical inventory inspections, audits, repossessions, and quality-control activities as necessary
Identify and report client or internal non-compliance, fraud, and other circumstances requiring company protection
Document conversations, activities, and client interactions in Salesforce
Complete required Salesforce campaigns
Onboard new clients and ensure a positive client experience
Cultivate Cox Automotive cross-functional business relationships and opportunities
Travel to visit clients at least 60% of the time, with occasional overnight travel

Requirements

What you’ll need

BA/BS with 4+ years related experience in finance, client facing, B2B, account management and/or collections
Alternatively, a combination of a Master's degree and 2+ years of experience, or 8+ years of experience in lieu of a degree
Automotive and/or floorplan industry background strongly preferred
Financial knowledge and acumen preferred
Knowledge of the automotive industry
Knowledge of the finance industry
Proficiency reading and analyzing profit & loss statements, balance sheets, tax returns, and bank statements preferred
Strong financial acumen with working knowledge of key financial tools and terminology
Ability to identify risk indicators through data tools
Strong presentation, verbal, and written communication skills
Strong interpersonal, time management, negotiation, collection, analytical, and problem-solving skills
Ability to work independently and in a remote environment
Ability to maintain safety awareness and take necessary safety precautions
Proficiency in Excel, Word, PowerPoint, Outlook, Teams, and Salesforce
Ability to visit clients at least 60% of the time, with occasional overnight travel
Ability to sit and stand for extended periods
Valid driver’s license required
Must pass a pre-employment drug test
Must currently be authorized to work in the United States for any employer without current or future sponsorship
No OPT, CPT, STEM/OPT, or visa sponsorship now or in the future

Benefits

Comp & perks

Flexible vacation with pay
Seven paid holidays throughout the calendar year
Up to 160 hours of paid wellness annually for employee or family members
Bereavement leave
Time off to vote
Jury duty leave
Volunteer time off
Military leave
Parental leave
Health care insurance (medical, dental, vision)
Retirement planning (401(k))
Paid days off including sick leave, parental leave, flexible vacation/wellness days, and/or PTO
Reasonable accommodations for qualified applicants or employees with disabilities