Associate Portfolio Executive - Starting Spring/Summer 2027
C.H. Robinson · Chicago, IL · 1 mo ago
Sales$19.23–$38.47/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We need to parse the job posting.
Key parts:
- Intro: "*Full-time positions staring spring/summer 2027* 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. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry. 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, setting us apart from competitors who spend more time finding leads than nurturing customer relationships. What makes this role unique? Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability. We prioritize your growth. Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward. Everyday life in this role is dynamic. You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO. If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!"
We need to put this into a section "About the role" maybe. The heading "About the role" is typical. We'll include that.
Then "RESPONSIBILITIES:" heading. We'll make
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We need to parse the job posting.
Key parts:
- Intro: "*Full-time positions staring spring/summer 2027* 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. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry. 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, setting us apart from competitors who spend more time finding leads than nurturing customer relationships. What makes this role unique? Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability. We prioritize your growth. Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward. Everyday life in this role is dynamic. You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO. If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!"
We need to put this into a section "About the role" maybe. The heading "About the role" is typical. We'll include that.
Then "RESPONSIBILITIES:" heading. We'll make Responsibilities
and then a - list of responsibilities.
We need to extract responsibilities bullet points from the text after "RESPONSIBILITIES:" until "Required Qualifications:" maybe.
Let's copy that block:
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 conversation rateProactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targetsRespond promptly to customer inquiries and exceptions while managing conflict diplomaticallyIdentify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issuesReconnect with dormant customers, fostering relationships and stimulating demandExecute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habitsMaintain a sense of urgency in addressing both your 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 sizeDrive demand by engaging customers, fostering relationships, and capitalizing on business prospectsIdentify growth potential within accounts, transitioning transactional engagements into committed partnershipsStay updated on customer, industry, and market changes to pinpoint growth opportunitiesExecute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: Adopt and apply new tools, technology, and processes to improve overall workflowUtilize data and reporting to identify service improvement opportunities and expand wallet sharePartner with internal resources to ensure account processes and SOPs are complete and adhered toMaintain a minimum portfolio size of existing customers by volume and revenueParticipate in daily or weekly team stand-ups to foster communication and alignmentUse technology to manage order statuses and initiates corrective measures during exceptionsLeverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoptionAssist in the development of any SOPs required to manage customers' business effectively
We need to split into separate bullet points. The text is concatenated without punctuation. We need to parse manually: It seems each responsibility phrase starts after a colon or after a period? Let's try to separate by capital letters after a period? Actually the text has no periods, just concatenated sentences. We need to infer bullet points.
Let's rewrite responsibilities as list items:
- 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, 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
Now "Required Qualifications:" block:
Required Qualifications: High School Diploma or GED.Minimum 6 months Customer Engagement Experience internal or externalAbility to travel up to 10%
We need to split: maybe bullet list:
- High School Diploma or GED
- Minimum 6 months Customer Engagement Experience (internal or external)
- Ability to travel up to 10%
Then "Preferred Qualifications:" block:
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.
We can treat as "Qualifications" maybe separate sections: Required Qualifications and Preferred Qualifications. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can have "Required Qualifications" under "Requirements" maybe. But they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide where to put required and preferred qualifications. Could combine into Requirements (required) and Qualifications (preferred). Or we could have Requirements for required, Qualifications for preferred. Skills maybe from preferred qualifications like attention to detail, problem-solving, negotiation, collaboration, influencing skills, Microsoft Office proficiency, values diversity.
We also have schedule info: "In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy." That's schedule info: 4 days in-office, 1 day remote. So we can include a Schedule section.
Pay: "Compensation Range $19.23 - $38.47". Also description about base pay. So we can include Pay section.
Benefits: there is a big Benefits block: "Benefits Your Health, Wealth and Self Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including: Three medical plans which includePrescription drug coverageEnhanced Fertility benefitsFlexible Spending Accounts Health Savings Account (including employer contribution)Dental and VisionBasic and Supplemental Life InsuranceShort-Term and Long-Term Disability Paid observed holidays 2 paid floating holidays for U.S. hourly employeesFlexible Time Off (FTO) offered to U.S. salaried employees — no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and CanadaPaid parental leavePaid time off to volunteer in your communityCharitable Giving Match Program401(k) with 6% company matchingEmployee Stock Purchase PlanPlus a broad range of career development, networking, and team-building opportunities Learn more about our benefit offerings on our BENEFITS & WELLBEING page"
We need to extract benefits list. It's a bit messy but we can list bullet points:
- Three medical plans which include
- 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 observed holidays
- 2 paid floating holidays for U.S. hourly employees
- Flexible Time Off (FTO) offered to U.S. salaried employees — no accruals and no caps.
- Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
- 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
We need to ensure we don't include boilerplate like EEO etc. We removed those.
Now we need to output HTML fragment only, no markdown.
We'll produce:
About the role
... (the intro paragraph(s) ...). We need to preserve all substantive information; we can combine into one or multiple paragraphs. Probably one
containing the intro text.
Then
Responsibilities
with - items.
Then
Requirements
for required qualifications.
Then Qualifications
for preferred qualifications (maybe also skills). But we also have Skills section; we could extract skills from preferred qualifications: Attention to detail, accuracy, problem-solving, negotiation, collaboration, influencing skills, Proficient in Microsoft Office Suite, Values a diverse and inclusive work environment. Could put those under Skills.
But the instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Qualifications and Skills into one section? But they gave examples of headings; we can include both if they have content. Let's see: Required Qualifications is definitely content. Preferred Qualifications also content. Skills could be derived from preferred qualifications but we could also put them under Qualifications. To avoid many thin sections, we could have Requirements (required) and Qualifications (preferred + skills). But they said we can use Skills heading; we could still include it if we have substantive content. Let's decide: We'll have Requirements (required), Qualifications (preferred), and Skills (derived). That's three sections; still okay.
But we need to ensure we
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide where to put required and preferred qualifications. Could combine into Requirements (required) and Qualifications (preferred). Or we could have Requirements for required, Qualifications for preferred. Skills maybe from preferred qualifications like attention to detail, problem-solving, negotiation, collaboration, influencing skills, Microsoft Office proficiency, values diversity.
We also have schedule info: "In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy." That's schedule info: 4 days in-office, 1 day remote. So we can include a Schedule section.
Pay: "Compensation Range $19.23 - $38.47". Also description about base pay. So we can include Pay section.
Benefits: there is a big Benefits block: "Benefits Your Health, Wealth and Self Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including: Three medical plans which includePrescription drug coverageEnhanced Fertility benefitsFlexible Spending Accounts Health Savings Account (including employer contribution)Dental and VisionBasic and Supplemental Life InsuranceShort-Term and Long-Term Disability Paid observed holidays 2 paid floating holidays for U.S. hourly employeesFlexible Time Off (FTO) offered to U.S. salaried employees — no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and CanadaPaid parental leavePaid time off to volunteer in your communityCharitable Giving Match Program401(k) with 6% company matchingEmployee Stock Purchase PlanPlus a broad range of career development, networking, and team-building opportunities Learn more about our benefit offerings on our BENEFITS & WELLBEING page"
We need to extract benefits list. It's a bit messy but we can list bullet points:
- Three medical plans which include
- 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 observed holidays
- 2 paid floating holidays for U.S. hourly employees
- Flexible Time Off (FTO) offered to U.S. salaried employees — no accruals and no caps.
- Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
- 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
We need to ensure we don't include boilerplate like EEO etc. We removed those.
Now we need to output HTML fragment only, no markdown.
We'll produce:
About the role
... (the intro paragraph(s) ...). We need to preserve all substantive information; we can combine into one or multiple paragraphs. Probably one
containing the intro text. Then
Responsibilities
- with
- items.
Then
Requirements
- for required qualifications.
Then
Qualifications
- for preferred qualifications (maybe also skills). But we also have Skills section; we could extract skills from preferred qualifications: Attention to detail, accuracy, problem-solving, negotiation, collaboration, influencing skills, Proficient in Microsoft Office Suite, Values a diverse and inclusive work environment. Could put those under Skills.
But the instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Qualifications and Skills into one section? But they gave examples of headings; we can include both if they have content. Let's see: Required Qualifications is definitely content. Preferred Qualifications also content. Skills could be derived from preferred qualifications but we could also put them under Qualifications. To avoid many thin sections, we could have Requirements (required) and Qualifications (preferred + skills). But they said we can use Skills heading; we could still include it if we have substantive content. Let's decide: We'll have Requirements (required), Qualifications (preferred), and Skills (derived). That's three sections; still okay.
But we need to ensure we