Associate Portfolio Executive Roles Starting Spring/Summer 2027
About The Position
The Associate Portfolio Executive role is an accelerated training-track opportunity to learn how to build and manage a customer portfolio while ensuring service delivery aligns with customer commitments. As a brand ambassador, the Associate Portfolio Executive promotes positive customer experiences and expands business. After completing the training track, the employee moves into a Portfolio Executive role. The role focuses on re-engaging dormant accounts, cold calling new opportunities, developing customer relationships, and expanding business. The company provides onboarding, technology, development support, and a collaborative environment to help employees manage large portfolios. The position offers opportunities for internal advancement across Sales, Global Forwarding, Operations, Account Management, and other areas. The role is based on in-person collaboration four days per week, with the flexibility to work remotely one day per week. Candidates may need to travel up to 10%. The listed base pay range is $19.23–$38.47; individual base pay depends on job-related skills, experience, and relevant education or training. The posted range reflects base pay only and excludes additional variable compensation.
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, understanding customer needs, and pursuing the highest possible conversion rate.
- Engage proactively with customers, carriers, suppliers, and internal stakeholders to meet customer needs and growth targets.
- Respond promptly to customer inquiries and exceptions, managing conflict diplomatically.
- Identify automation opportunities, streamline processes, and promptly identify and resolve operational issues.
- Reconnect with dormant customers, build relationships, and stimulate demand.
- Apply pricing strategy using negotiation skills, market knowledge, and understanding of customer buying habits.
- Maintain urgency in addressing teammates' customers and the developing portfolio of customers.
- Generate additional business within teammates' portfolios, exceed monthly volume and revenue targets, and expand portfolio size.
- Drive demand by engaging customers, building relationships, and pursuing business prospects.
- 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 handling order-level service escalations.
- Adopt and apply new tools, technology, and processes to improve workflow.
- Use data and reporting to identify service improvements and expand wallet share.
- Partner 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 to support communication and alignment.
- Use technology to manage order statuses and initiate corrective measures when exceptions occur.
- Use Navisphere 2.0 to create customer and supplier logins and support 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.
- Paid Time Off for other employees in the U.S. and Canada.
- 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
