Associate Portfolio Executive - Starting Spring/Summer 2027
About The Position
The Associate Portfolio Executive joins an accelerated training track to learn how to build and manage a customer portfolio and ensure service delivery aligns with customer commitments. The role serves as a brand ambassador, creating positive customer experiences and expanding business. After completing the training track, the employee moves into a Portfolio Executive role. The position focuses on reconnecting with dormant accounts and contacting new opportunities, while providing support to develop customer relationships and grow business. Employees use technology and company resources to manage portfolios efficiently and work with autonomy within a collaborative environment. The company provides onboarding, development support, and opportunities for internal promotion. This is a full-time role beginning in spring/summer 2027. The work arrangement is in-office four days per week and remote one day per week. Travel may be required up to 10%.
Requirements
- High school diploma or GED.
- At least 6 months of internal or external customer engagement experience.
- 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 ability.
- Demonstrated negotiation, collaboration, and influencing skills.
- Proficiency in Microsoft Office Suite.
- Values a diverse and inclusive work environment.
Responsibilities
- Convert sales leads into active customers by establishing contacts, building relationships, and understanding customer needs.
- Engage proactively with customers, carriers, suppliers, and internal stakeholders to meet customer needs and growth targets.
- Respond promptly to customer inquiries and exceptions, managing conflicts diplomatically.
- Identify automation opportunities and operational issues to improve efficiency and execution quality.
- Reconnect with dormant customers to foster relationships and stimulate demand.
- Execute pricing strategy using negotiation skills, market knowledge, and understanding of customer buying habits.
- Maintain urgency in supporting teammates’ customers and developing a personal customer portfolio.
- Generate additional business within teammates’ portfolios, exceed monthly volume and revenue targets, and expand portfolio size.
- Develop customer demand, identify account growth potential, and transition transactional engagements into committed partnerships.
- Monitor customer, industry, and market changes to identify growth opportunities.
- Perform customer-facing operational tasks, including quoting, load building, shipment activation, and order-level service escalation handling.
- Adopt and apply tools, technology, and processes to improve workflow.
- Use data and reporting to identify service improvements and expand wallet share.
- Work with internal resources to complete and follow account processes and standard operating procedures.
- Maintain a minimum portfolio size of existing customers by volume and revenue.
- Participate in daily or weekly team stand-ups.
- Use technology to manage order statuses and initiate corrective measures when exceptions occur.
- Use Navisphere 2.0, including creating customer and supplier logins and supporting adoption.
- Assist in developing standard operating procedures needed to manage customers’ business.
Benefits
- Three medical plans, including prescription drug coverage.
- Enhanced fertility benefits.
- Flexible Spending Accounts.
- Health Savings Account, including an employer contribution.
- Dental and vision coverage.
- Basic and supplemental life insurance.
- Short-term and long-term disability coverage.
- Paid observed holidays.
- Two paid floating holidays for U.S. hourly employees.
- Flexible Time Off for U.S. salaried employees, with no accruals or caps; PTO for other U.S. and Canadian employees.
- Paid parental leave.
- Paid time off to volunteer in the community.
- Charitable Giving Match Program.
- 401(k) with 6% company matching.
- Employee Stock Purchase Plan.
- Career development, networking, and team-building opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
