Associate Portfolio Executive

C.H. Robinson

Orange, CA0–2 yrs50m agovia LinkedIn

About the Role

Join C.H. Robinson as an Associate Portfolio Executive on a full-time track, starting Spring/Summer 2027. This role offers an accelerated training program focused on learning and building a customer portfolio, ensuring service delivery aligns with customer commitments. You will act as a brand ambassador, driving positive customer experiences and expanding your business portfolio. Upon successful completion of the training track, you will transition into a Portfolio Executive role. This position is a premier opportunity with abundant resources and development support, designed for a long and successful career in the industry.

Key Responsibilities

Customer Experience

  • Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and understanding customer needs to achieve the highest possible conversion rate.
  • 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, enhance operational efficiency, and ensure high-quality execution.
  • Reconnect with dormant customers, fostering relationships and stimulating demand.
  • Execute pricing strategy through negotiation skills, market acumen, and knowledge of customer buying habits.
  • Maintain a sense of urgency in addressing both your teammates' and your own developing portfolio of customers.

Service Delivery & Business Development

  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size.
  • Drive demand by engaging customers, fostering relationships, 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 overall 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 to foster communication and alignment.
  • Use technology to manage order statuses and initiate corrective measures during exceptions.
  • Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption.
  • Assist in the development of any SOPs required to manage customers' business effectively.

Requirements & Tech Stack

  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience (internal or external).
  • Ability to travel up to 10%.
  • Navisphere 2.0

Qualifications

  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience (internal or external).
  • Ability to travel up to 10%.
  • Preferred: Bachelor's Degree.
  • Preferred: Attention to detail, accuracy, and problem-solving.
  • Preferred: Demonstrated negotiation, collaboration, and influencing skills.
  • Preferred: Proficient in Microsoft Office Suite.
  • Preferred: Values a diverse and inclusive work environment.

Work Environment

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

Compensation

  • Base pay range: $19.23 - $38.47
  • Note: Base pay is determined by job-related skills, experience, and relevant education or training. This range reflects base pay only and does not include additional variable compensation.

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