Portfolio Manager III

Cox Enterprises

. Manage and grow a portfolio of dealer clients across the assigned territory .

Posted 9/22/2026full-timeUnited StatesMid-LevelSenior💰 $89,400 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial acumen and the ability to manage client relationships effectively within the automotive and finance industries. Proficient in analyzing financial data and optimizing portfolio performance while ensuring compliance and risk mitigation.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisRisk MitigationSalesforce ProficiencyAutomotive Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisPortfolio ManagementCredit Risk AssessmentNegotiation SkillsCollections Management

Soft Skills

Interpersonal SkillsTime ManagementCommunication SkillsAnalytical Problem-SolvingPresentation Skills

Tools & Technologies

SalesforceExcelWordPowerPointOutlookTeams

Industry Keywords

Automotive IndustryFloorplan FinancingB2B Account ManagementClient EngagementFinancial Compliance

About the role

Key responsibilities & impact

Manage and grow a portfolio of dealer clients across the assigned territory
Manage client lines of credit ranging from $50,000 to $2,500,000
Build and maintain client relationships
Optimize portfolio performance through client use of lines of credit
Identify and mitigate pre-default account risk
Support post-default collections on defaulted accounts
Act as a floor plan subject matter expert for portfolio clients
Achieve company goals and performance targets through in-person and virtual client engagement
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 mitigation and post-default collection efforts
Conduct physical inventory inspections and ensure audit, repossession and inventory accuracy
Identify and report client or internal non-compliance, fraud and other circumstances requiring company protection
Document conversations, activities and client interactions in Salesforce and complete required campaigns
Onboard new clients
Cultivate Cox Automotive cross-functional business relationships and opportunities

Requirements

What you’ll need

BA/BS with 4+ years related experience in finance, client facing, customer service, B2B, account management and/or collections
Alternatively, 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 preferred
Financial knowledge and acumen preferred
Knowledge of the automotive industry
Knowledge of the finance industry
Proficiency reading and analyzing financials such as profit & loss, balance sheet, 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 skills
Strong time management skills
Strong negotiation and collection skills
Strong analytical and problem-solving skills
Ability to work independently and in a remote environment
Ability to maintain a high level of safety awareness and take necessary safety precautions
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce
Ability to visit clients at least 60% of the time with occasional overnight travel
Valid driver’s license required
Must currently be authorized to work in the United States for any employer without current or future sponsorship
Must clear a pre-employment drug test

Benefits

Comp & perks

Flexible vacation with pay
Seven paid holidays throughout the calendar year
Up to 160 hours of paid wellness annually for the 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 sick leave
Flexible vacation/wellness days and/or PTO
Remote work option
Incentive program may be available as additional compensation