Account Manager

The Portfolio Account Manager is responsible for overseeing and managing a portfolio of 300–900 business and corporate clients. This role ensures exceptional client satisfaction while driving resolution and collection of past-due balances, primarily focusing on accounts carrying outstanding amounts of $10,000 or more.
This individual will work closely with multiple departments, internal partners, and leadership teams to meet portfolio goals and uphold service standards. They may manage high-profile or classified accounts, requiring strong professionalism, sound judgment, and effective problem‑solving in all client interactions.

• Manage a large portfolio of corporate clients while maintaining strong organization and service.
• Collect on past‑due accounts of $10,000+ and serve as the primary client contact.
• Respond to inquiries quickly and professionally and escalate issues as needed.
• Support frontline reps by serving as an escalation point.
• Handle multiple client requests, including purchase orders and ad hoc needs.
• Apply information learned from various scenarios across accounts.
• Schedule and conduct follow‑ups with portfolio clients.
• Collaborate with internal teams and leadership to meet collection goals.
• Pivot quickly to address new or unexpected client issues.
Reconcile complex, high‑volume accounts.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

- Accounting experience— must be comfortable using Excel and discussing payments, outstanding balances, reconciliations, and other financial matters with clients.

- Experience using SAP and Salesforce for billing, invoicing, or financial processes

- Moderate Excel proficiency, including the ability to perform VLOOKUPs and confidently work within complex spreadsheets.

- Business to Business (B2B) collections experience
- Experience using SAP and Salesforce for billing, invoicing, or financial processes
- 2+ years of collections experience, preferably in a B2B environment (collections, clerical support, administrative work involving financial data, purchase order management, bookkeeping, or accounting).

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.