Associate Portfolio Executive
C.H. Robinson
About the Role
Join C.H. Robinson as an Associate Portfolio Executive, starting Spring/Summer 2027. 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 successful completion of the training, you will transition into a Portfolio Executive role.
Key Responsibilities
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Customer Experience
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Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversion rate.
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Proactively engage with customers, carriers, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets.
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Respond promptly to customer inquiries and exceptions while managing conflict diplomatically.
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Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues.
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Reconnect with dormant customers, fostering relationships and stimulating demand.
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Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits.
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Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers.
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Service Delivery & Business Development
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Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size.
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Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects.
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Identify growth potential within accounts, transitioning transactional engagements into committed partnerships.
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Stay updated on customer, industry, and market changes to pinpoint growth opportunities.
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Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations.
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Process Efficiency
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Adopt and apply new tools, technology, and processes to improve overall workflow.
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Utilize data and reporting to identify service improvement opportunities and expand wallet share.
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Partner with internal resources to ensure account processes and SOPs are complete and adhered to.
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Maintain a minimum portfolio size of existing customers by volume and revenue.
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Participate in daily or weekly team stand-ups to foster communication and alignment.
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Use technology to manage order statuses and initiate corrective measures during exceptions.
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Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption.
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Assist in the development of any SOPs required to manage customers' business effectively.
Requirements & Tech Stack
- Customer Engagement Experience: Minimum 6 months (internal or external).
- Technology: Navisphere 2.0.
- Tools: Microsoft Office Suite of Programs.
- Ability to travel up to 10%.
- Work Environment: Engage with peers in-office four days a week, with one day remote.
Qualifications
- Required
- High School Diploma or GED.
- Preferred
- Bachelor's Degree from an accredited college or university.
- Attention to detail, accuracy, and problem-solving skills.
- Demonstrated negotiation, collaboration, and influencing skills.
- Values a diverse and inclusive work environment.
Compensation
- Base Pay Range: $19.23 - $38.47 per hour.