Company: Financial Services
Status: Full Time
Location: Dallas OR

About the Role

As an Account Specialist at OpenRoad Financial Services (ORFS), you will be responsible for building and maintaining relationships with a portfolio of clients, managing accounts, and assessing risk on freight bills. As the first point of contact for our clients, you will take the initiative in educating clients on other services we provide that will help grow their business, including the promotion and cross-selling of new services or products. Our top performers regularly go above and beyond what is required of them to add value for our clients – such as creating new business solutions, championing process improvements, or personalizing communications.


  • Manage the Account Managers to ensure their daily tasks are getting done and help answer questions when needed
  • Manage a portfolio of clients by receiving and processing invoices and other documents
  • Minimize risk by verifying the documents
  • Improve cash flow by ensuring the timely payments of customer balances (collections)
  • Daily fund and maintain clients’ accounts receivable (payment status)
  • Keep the client moving from start to finish, satisfying the clients’ needs for constant cash flow
  • Check new customer credit to evaluate worthiness of customer’s ability to pay
  • Monitor current customers and evaluate credit that has been established
  • Daily process and maintain Notice of Assignments for clients’ customers
  • Process and maintain originals received from clients and forward them to appropriate customers when requested
  • Advocate for our clients, treat and respond to the client’s customers in a professional manner
  • Develop and maintain friendly and professional rapport with employees and customers


  • High level of computer literacy
  • High productivity
  • Effective communicator in written and verbal formats
  • Reliable
  • Professional behavior, appearance, and communication
  • Possess strong organizational and time management skills
  • Self-motivated
  • Support the company and its mission by exemplifying OpenRoad’s values
  • Ability to perform objective decision-making
  • Focus on personal and professional growth

Why OpenRoad

  • Advance your career with a reliable company committed to sustainable growth
  • Full benefits package including 401k, Safe Harbor match, PTO, paid holidays, medical/dental/vision insurance, and more
  • Competitive salary with opportunities for professional growth
  • Professional, fast-paced, collaborative culture
  • Flexible work schedules
OpenRoad Financial Services is focused on helping Owner Operators and Fleets support and grow their companies with our same-day funding solutions. Our services allow these trucking companies to improve their cash flow, pay for fuel, truck maintenance, insurance, and reduce the expense of back-office tasks. Our immediate capital and professional back-office support enables these trucking companies to thrive.

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