Associate Portfolio Executive

Associate Portfolio Executive

Requirements

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

Responsibilities

• 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 conversation rate
• Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets
• Respond promptly to customer inquiries and exceptions while 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 of customers
• 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 like quoting, load building, shipment activation, and handling order-level service escalations
• 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 initiates 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

Preferred Qualifications

• Bachelor’s Degree from an accredited college or university.
• Attention to detail, accuracy, and problem-solving.
• Demonstrated negotiation, collaboration, and influencing skills.
• Proficient in Microsoft Office Suite of Programs.
• Values a diverse and inclusive work environment.