Associate Portfolio Executive Roles 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 while ensuring service delivery aligns with customer commitments. The role serves as a brand ambassador, promoting positive customer experiences and expanding business. After completing the training track, the employee moves into a Portfolio Executive role. The role focuses on re-engaging dormant accounts and calling new opportunities, without prospecting. It emphasizes relationship development, customer service, and business expansion, supported by technology, onboarding, development resources, and a collaborative culture. The position is hybrid, with in-office collaboration four days per week and remote work one day per week. Travel of up to 10% is required. The role is designed for candidates starting in Spring/Summer 2027.
Requirements
- High school diploma or GED.
- At least 6 months of 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 ability.
- Demonstrated negotiation, collaboration, and influencing skills.
- Proficiency in Microsoft Office Suite programs.
- Values a diverse and inclusive work environment.
Responsibilities
- Convert sales leads into active customers by establishing contacts, building relationships, and understanding customer needs to improve conversion rates.
- Engage 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 and operational issues, and resolve them 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.
- Address the needs of teammates’ customers and develop the employee’s own customer portfolio with urgency.
- Generate business within teammates’ portfolios, exceed monthly volume and revenue targets, and expand portfolio size.
- Drive customer demand, build relationships, and capitalize on business opportunities.
- Identify account growth potential and develop 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 escalations.
- Adopt and apply tools, technology, and processes to improve workflow.
- Use data and reporting to identify service improvements and expand wallet share.
- Partner with internal resources to ensure account processes and standard operating procedures are complete and followed.
- 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 action 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 customer business effectively.
Benefits
- Three medical plans, including prescription drug coverage.
- Enhanced fertility benefits.
- Flexible Spending Accounts.
- Health Savings Account, including 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 Canada 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
