Portfolio Manager
C.H. Robinson
Overview Full job 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. 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 conversion rate. Proactively engage with customers, carriers, 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 effective negotiation skills, market acumen, and knowledge of customer buying habits. Maintain a sense of urgency in addressing both 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 customer‑facing operational tasks such as quoting, load building, shipment activation, and handling order‑level service escalations. Process Efficiency: 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. Required Qualifications High School Diploma or GED. Minimum 6 months of 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 problem‑solving. Demonstrated negotiation, collaboration, and influencing skills. Proficient in Microsoft Office Suite of programs. Values a diverse and inclusive work environment. Equal Opportunity and Affinitive Action Statement C.H. Robinson is a proud Equal Opportunity and Affinitive Action employer. We believe in equality for all and celebrate the diversity of our employees, customers and communities. We’re committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected. Benefits Two medical plans (including a High Deductible Health Plan) Prescription drug coverage Enhanced Fertility benefits Flexible Spending Accounts Health Savings Account (including employer contribution) Dental and Vision Basic and Supplemental Life Insurance Short‑Term and Long‑Term Disability Paid and floating holidays Paid time off (PTO) Paid parental leave Paid time off to volunteer in your community Charitable Giving Match Program 401(k) with 6% company matching Employee Stock Purchase Plan Broad range of career development, networking, and team‑building opportunities #J-18808-Ljbffr
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