About the position

Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry. As an Associate Portfolio Executive, you’ll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships. What makes this role unique? Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability. We prioritize your growth. Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward. Everyday life in this role is dynamic. You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.

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

Requirements

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

Nice-to-haves

• 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.

Benefits

• Three medical plans which include Prescription drug coverage
• Enhanced Fertility benefits
• Flexible Spending Accounts
• Health Savings Account (including employer contribution)
• Dental and Vision
• Basic and Supplemental Life Insurance
• Short-Term and Long-Term Disability
• Paid observed holidays
• 2 paid floating holidays for U.S. hourly employees
• Flexible Time Off (FTO) offered to U.S. salaried employees — no accruals and no caps.
• Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
• Paid parental leave
• Paid time off to volunteer in your community
• Charitable Giving Match Program
• 401(k) with 6% company matching
• Employee Stock Purchase Plan
• Career development, networking, and team-building opportunities