Associate Portfolio Executive, Gavin Caldwell

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. This position offers abundant resources and development support, making it an ideal opportunity for a long and successful career in this industry.

About the role

As an Associate Portfolio Executive, you’ll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion. Our unparalleled support system, robust technology, and emphasis on autonomy enable you to manage large portfolios efficiently. We prioritize your growth with a strong onboarding program, personal development opportunities, and a collaborative culture.

Everyday life in this role is dynamic, offering daily wins with our established customer base. We promote a supportive environment with work-life balance, including support for PTO.

Responsibilities

• Customer Experience:
  • Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and understanding customer needs.
  • Proactively engage with customers, carriers, suppliers, and internal stakeholders to meet growth targets.
  • Respond promptly to customer inquiries and manage conflict diplomatically.
  • Identify automation opportunities to streamline processes and enhance operational efficiency.
  • Reconnect with dormant customers to stimulate demand.
  • Execute pricing strategy through negotiation, market acumen, and knowledge of customer buying habits.
  • Maintain urgency in addressing customer needs within your developing portfolio.
• Service Delivery & Business Development:
  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets.
  • Drive demand by engaging customers 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 customer-facing operational tasks like quoting, load building, shipment activation, and handling service escalations.
• Process Efficiency:
  • Adopt and apply new tools, technology, and processes to improve 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, including creating customer and supplier logins and supporting adoption.
  • Assist in developing SOPs required to manage customers' business effectively.

Requirements

• 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 skills.
• Demonstrated negotiation, collaboration, and influencing skills.
• Proficient in Microsoft Office Suite.
• Values a diverse and inclusive work environment.

Schedule

This role engages with peers in-office four days a week, with the flexibility for remote work one day a week.

Pay

The compensation range for this role is $19.23 - $38.47 per hour. The base pay reflects the minimum and maximum for this location, with individual pay determined by job-related skills, experience, and relevant education or training. Additional variable compensation may apply.

Benefits

• Health & Wellness:
  • Three medical plans including prescription drug coverage.
  • Enhanced fertility benefits.
  • Flexible Spending Accounts and Health Savings Account (including employer contribution).
  • Dental and Vision coverage.
  • Basic and Supplemental Life Insurance.
  • Short-Term and Long-Term Disability.
• Time Off:
  • Paid observed holidays.
  • 2 paid floating holidays for U.S. hourly employees.
  • Flexible Time Off (FTO) for U.S. salaried employees — no accruals and no caps.
  • Paid Time Off (PTO) for all other employees in the U.S. and Canada.
  • Paid parental leave.
  • Paid time off to volunteer in your community.
• Financial & Career:
  • 401(k) with 6% company matching.
  • Employee Stock Purchase Plan.
  • Charitable Giving Match Program.
  • Broad range of career development, networking, and team-building opportunities.