Associate Portfolio Executive
C.H. Robinson
About the Role
Join C.H. Robinson as an Associate Portfolio Executive. This role is part of an accelerated training track designed to help you learn and build a customer portfolio, ensuring service delivery aligns with customer commitments. As a brand ambassador, you will drive positive customer experiences and expand your business portfolio. Upon completion of the training track, 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 to achieve the highest possible conversion rate.
- Proactively engage with customers, carriers, suppliers, and internal stakeholders to attain 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 by promptly identifying and resolving operational issues.
- Reconnect with dormant customers, fostering relationships and stimulating demand.
- Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits.
- Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio.
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 various 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%.
- Microsoft Office Suite of Programs.
- Navisphere 2.0 (leveraging its capabilities).
Qualifications
- Bachelor's Degree from an accredited college or university (preferred).
- Attention to detail, accuracy, and problem-solving skills.
- Demonstrated negotiation, collaboration, and influencing skills.
- Values a diverse and inclusive work environment.
In-office engagement 4 days a week, with 1 day remote flexibility.
Compensation Range: $19.23 - $38.47