# Portfolio Manager, Flexport Capital

**Company:** [Flexport](https://hotfix.jobs/companies/flexport)
**Location:** Dallas, TX
**Role:** Finance & Accounting
**Experience:** 7+ years
**Skills:** Salesforce, Claude, Dashboard Design, Portfolio Management, Credit Analysis, Financial Modeling, Collections, Covenant Compliance, Ucc Filings, Cross-Selling
**Posted:** 2026-06-17

> Own the full lifecycle of Flexport Capital's North American lending portfolio. Drive revenue growth, manage credit health, and lead a team of Account Managers while building systems and playbooks for portfolio performance.

## Job Description

## You Will
- Ownership of North American Flexport Capital clients - Consistently connect with the Flexport Capital clients’ C-Suite and serve as customers’ internal Flexport advocate, drive revenue growth for their current Capital products, identify at-risk accounts, and conduct quarterly business reviews.
- Maximize revenue per customer by identifying opportunities for credit line increases, utilization improvement, and cross-sell into additional Capital products, such as term loans and asset based lines of credit.
- Use Flexport's supply chain data as a commercial advantage - shipment patterns, volume spikes, transit times, and commercial invoice data tell a story about when customers need capital. You'll turn those signals into timely, targeted actions to drive sustainable growth.
- Serve as the frontline commercial intelligence for the credit and risk team. Regularly review financial health, repayment behavior, shipment data, and market conditions across the portfolio. Flag early warning signals and partner with credit to drive appropriate actions.
- Build trusted, senior-level relationships with CFOs, Finance Directors, Founders and CEOs at customer organizations, positioning Flexport Capital as a strategic working capital partner - not just a product.
- Collaborate cross-functionally with other Flexport teams to identify room for growth and develop bundled freight-capital propositions, and align on account strategy.
- Contribute to the team's growth playbook - surface insights from your client conversations that inform product, pricing, and go-to-market decisions.

## You Should Have
- 7+ years of experience in commercial finance, fintech lending, specialty finance, or a related field, with at least 2 years managing a team.
- Demonstrated ability to manage a complex, multi-product lending portfolio with hard accountability for revenue, retention, and credit health outcomes.
- Fluency in working capital structures, covenant compliance, lien priority, UCC filings, collections, and workout mechanics. Lead enforcement conversations, make judgment calls on distressed accounts, and partner as a peer with Credit and Legal.
- Strong commercial instincts with a track record of driving upsell, cross-sell, and expansion revenue within an existing customer base.
- Excellent communication and executive presence — build trusted senior relationships with CFOs and CEOs, navigate difficult conversations, and represent Flexport Capital credibly at the highest levels of a customer organization.
- Proven ability to build systems and playbooks from scratch, drive adoption across a team, and iterate quickly based on results.
- Proficiency in Salesforce, Claude, and other data tools, with the ability to design dashboards and reporting frameworks that give you a real-time view of portfolio health and team performance.

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