Strategic Account Specialist

Duties And Responsibilities

• Build and maintain account plans for all assigned customers
• Expand services within key accounts across trade lanes and logistics functions (FFW, Customs, FRT, WHS, etc.)
• Identify and pursue up-sell/cross-sell opportunities aligned with client goals
• Identify and pursue new business opportunities in assigned territories and industry verticals
• Prepare tailored proposals, support RFQs, and drive opportunity closure
• Support marketing initiatives and attend relevant trade shows or networking events

Client Relationship Management

• Serve as the primary commercial point of contact for assigned accounts
• Conduct regular client visits, QBRs, and performance reviews (minimum 2 per year per account)
• Track all client engagement and ensure
• Deliver 90%+ customer satisfaction based on feedback and surveys

Pricing, Quoting & Collaboration

• Generate quotes and support strategic pricing efforts aligned with operational capacity
• Work closely with operations and procurement to ensure aligned and seamless service delivery
• Provide feedback to inform pricing strategy and market positioning
• Support financial health of accounts, including invoice aging and margin integrity

CRM & Reporting

• Log all activities, pipeline opportunities, and client interactions in CRM systems (e.g., CargoWise)
• Provide accurate sales forecasts and regular pipeline visibility to leadership
• Ensure 100% participation in SOP updates and pricing feedback initiatives