Associate Portfolio Executive

C.H. Robinson

Orange, CAFresher1h agovia LinkedIn

About the Role

Join C.H. Robinson as an Associate Portfolio Executive in this full-time role with an accelerated training track. This position offers a premier opportunity with abundant resources and development support, designed for a long and successful career. You will learn and build your customer portfolio, ensuring service delivery aligns with customer commitments and driving positive customer experiences. Upon completion of the training, you will transition to a Portfolio Executive role.

Key Responsibilities

  • Customer Experience:
  • Drive the conversion of sales leads 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.
  • Re-engage dormant customers, fostering relationships and stimulating demand.
  • Execute pricing strategy using negotiation skills, market acumen, and knowledge of customer buying habits.
  • Address teammates' customers' and your own developing portfolio with a sense of urgency.
  • Service Delivery & Business Development:
  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets.
  • 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 including 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 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 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%.
  • Proficient in Microsoft Office Suite of Programs.
  • Navisphere 2.0.

Qualifications

  • Minimum 6 months Customer Engagement Experience.
  • Ability to travel up to 10%.
  • Attention to detail, accuracy, and problem-solving.
  • Demonstrated negotiation, collaboration, and influencing skills.
  • Values a diverse and inclusive work environment.

Preferred Qualifications:

  • Bachelor's Degree from an accredited college or university.

Work Environment

  • Engage with peers in-office four days a week.
  • Flexibility for remote work one day a week.

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