Portfolio Manager (Entry-Level) at OTR Solutions in Roswell, Georgia

Posted in Other 2 days ago.

Type: full-time





Job Description:

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016!

As a Portfolio Manager, you will be responsible for handling the daily operational tasks for the Fuel Desk Department. You will maintain client relationships and provide ongoing education and customer service.

Responsibilities:
  • Manage a portfolio of fuel clients focusing on fuel card usage and growth
  • Provide industry leading customer support and troubleshooting
  • Develop client relationship to educate and inform customers of how to optimize the value of the OTR fuel program
  • Work with different departments to improve features and processes
  • Become an expert at servicing customers using our partnership platforms
  • Maintain current knowledge on Fuel Desk program and strategies

What we look for:
  • Bachelor's degree in business or related field
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, negotiation, and problem-solving skills
  • Team player with multi-tasking and prioritizing abilities
  • Strong Customer Service skills

Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:

  • Eligibility for Individual and Company bonus programs
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
  • Pet Insurance, Paid Family Leave, Employee Assistance Program
  • Fully Paid Maternity Leave
  • 401(k) with Company Matching
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code
  • Company Paid Fitness Membership
  • Volunteer Days and Opportunities with Company-Partnered Charities
  • Internal Inclusion programs

OTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer
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