Associate Portfolio Executive - Milwaukee, United States - C.H. Robinson

C.H. Robinson

Verified Company

Milwaukee, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

Our Associate Portfolio Executives don't cold call.

Instead, they are accountable to convert vetted warm leads to active customers by developing relationships and fostering business growth with customers introduced by our sales resources.

This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who execute business but don't delve as deeply into customer relationships because they spend more of their time prospecting.

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:

Customer Experience:

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 highquality execution by promptly identifying and resolving operational issues
Reconnect with dormant customers, fostering relationships and stimulating demand
Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers

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 customerfacing operational tasks like quoting, load building, shipment activation, and handling orderlevel service escalations

Process Efficiency:

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 standups 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

Required Qualifications:

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

Preferred Qualifications:

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

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With t