Associate Portfolio Executive: Hybrid Growth & Relationships

C.H. Robinson; Kansas City (MO); Hybrid; USD 26,000 - 52,000; Full time

Job summary

C.H. Robinson seeks an Associate Portfolio Executive to learn and grow within an accelerated training track, focusing on re-engaging dormant accounts and cold opportunities while building a robust customer portfolio.

You’ll be supported by strong onboarding and a collaborative culture that emphasizes personal development and cross-functional movement. You will work four days per week in-office with one remote day, enabling relationship-driven expansion and exceptional service delivery.

Qualifications

• High School Diploma or GED required.
• Minimum 6 months of customer engagement experience.
• Ability to travel up to 10%.
• Bachelor's degree preferred.
• Attention to detail, accuracy, and problem-solving.
• Demonstrated negotiation, collaboration, and influencing skills.
• Proficient in Microsoft Office Suite.

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 initiate 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

Skills

Customer engagement

Negotiation

Collaboration

Problem solving

Microsoft Office

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

C.H. Robinson seeks an Associate Portfolio Executive to learn and grow within an accelerated training track, focusing on re-engaging dormant accounts and cold opportunities while building a robust customer portfolio.

You’ll be supported by strong onboarding and a collaborative culture that emphasizes personal development and cross-functional movement. You will work four days per week in-office with one remote day, enabling relationship-driven expansion and exceptional service delivery.