Associate Portfolio Executive

About the Role

Join C.H. Robinson as an Associate Portfolio Executive, a full-time role with an accelerated training track focused on building and managing customer portfolios. This position is designed to provide abundant resources and development support, setting the stage for a successful career in the industry. Upon completion of the training, you will transition into a Portfolio Executive role.

Key Responsibilities

Customer Experience

• Drive sales lead conversion into active customers by establishing strong contacts, fostering relationships, and understanding customer needs.
• Proactively engage with customers, carriers, suppliers, and internal stakeholders to meet customer needs and growth targets.
• Respond promptly to customer inquiries and exceptions, managing conflict diplomatically.
• Identify automation opportunities to streamline processes and enhance operational efficiency.
• Reconnect with dormant customers to foster relationships and stimulate demand.
• Execute pricing strategy through negotiation, market acumen, and understanding customer buying habits.
• Maintain a sense of urgency in addressing both teammate and personal customer portfolios.

Service Delivery & Business Development

• Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets.
• Expand portfolio size through customer engagement, relationship building, and capitalizing on business prospects.
• Identify growth potential within accounts, transitioning transactional engagements into committed partnerships.
• Stay updated on customer, industry, and market changes to pinpoint growth opportunities.
• Execute customer-facing operational tasks such as quoting, load building, shipment activation, and handling order-level service escalations.

Process Efficiency

• Adopt and apply new tools, technology, and processes to improve workflow.
• Utilize data and reporting to identify service improvement opportunities and expand wallet share.
• Partner with internal resources to ensure account processes and SOPs are complete and adhered to.
• Maintain a minimum portfolio size of existing customers by volume and revenue.
• Participate in daily or weekly team stand-ups for communication and alignment.
• Use technology to manage order statuses and initiate corrective measures during exceptions.
• Leverage Navisphere 2.0, creating customer and supplier logins and supporting adoption.
• Assist in the development of SOPs for managing customers' business.

Requirements & Tech Stack

• High School Diploma or GED
• Minimum 6 months Customer Engagement Experience (internal or external)
• Ability to travel up to 10%
• Microsoft Office Suite

Qualifications

• Bachelor's Degree from an accredited college or university.
• Attention to detail, accuracy, and problem-solving skills.
• Demonstrated negotiation, collaboration, and influencing skills.
• Money-motivated, driven, and passionate about relationship-building and problem-solving.
• Values a diverse and inclusive work environment.

Work Environment

• Engage with peers in-office four days a week, with one day of remote work flexibility.