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Associate Portfolio Executive

Job ID R39624 Address 801 Broadway Ave NW, Grand Rapids, Michigan, United States, 49504-4462 Job Type Full time
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Are you ready to turn your customer service expertise into a rewarding career? Become an Associate Portfolio Executive and utilize your exceptional relationship-building skills to craft positive customer experiences while mastering the art of managing and expanding a business portfolio. With a unique training track and growth opportunity into a Portfolio Executive role, this is the perfect opportunity for those looking to begin a successful career in the Supply Chain industry.

Success Profile

What makes a successful Portfolio Sales Executive? Check out the traits we’re looking for and see if you have the right mix.

  • Self-Starter
  • Customer-minded
  • Results Driven
  • Collaborative
  • Communicator
  • Technologically Savvy

Career Path

There are many journeys you can choose to take with us - this is just one example! We also offer opportunities for advancement and leadership based on your desired path and life goals.

  • Associate Portfolio Executive

  • Portfolio Executive

  • Lead Portfolio Executive

  • Senior Portfolio Executive

Headshot of Kim

I know that I'm doing well in my job when my volume and revenue grow, and my customers are not looking to go anywhere except me. I love the feeling of success that I get when a customer decides to automate with us, and the exciting part, for me, is growing their businesses of all shapes and sizes.

Portfolio Executive, Phoenix, AZ
Headshot of Phillip

I would describe my job as a sales focused role with operational aspects. I manage a book of business in which I am responsible for maintaining and growing year over year. I have gained so much knowledge and have made many connections. C.H. Robinson gave me a career path in something that is extremely relevant in the world, logistics and supply chain, and the company culture is why I plan to continue to grow my career here.

Portfolio Executive, Philadelphia, PA
Headshot of Phillip
Headshot of Kelvin

I came from a position where I worked on one primary account and things were a bit monotonous. The PE role will give you experience in about every part of the business, from selling to the customer, to booking carriers on your own loads. With all the business flowing into the primary segment, our team is growing more each week.

Portfolio Executive, Pooler, GA

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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.

Our Associate Portfolio Executives don't cold call. Instead, they are accountable to convert vetted warm leads to active customers by developing relationships and fostering business growth with customers introduced by our sales resources. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who execute business but don’t delve as deeply into customer relationships because they spend more of their time prospecting.

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!


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 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

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 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 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 initiates 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 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.

We value an environment where you can grow by challenging yourself, and are supported with the potential for internal promotion – within Sales, Global Forwarding, Operations, Account Management or other areas – so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.

Questioning if you meet the mark? Studies have shown that women, people of color, and individuals with disabilities may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we’re building a diverse and inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!

Equal Opportunity and Affirmative Action Employer

C.H. Robinson is proud to be an Equal Opportunity and Affirmative Action employer. We believe in equality for all and celebrate the diversity of our employees, customers and communities. We believe this increases creativity and innovation, drives business growth and enables engaged and thriving teams.  We’re committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.

Affirmative Action Employer/EOE/M/F/Disabled/Veteran 


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:

  • 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

  • Plus a broad range of career development, networking, and team-building opportunities

Dig in to our full list of benefits on OUR CULTUREpage.

Why Do You Belong at C.H. Robinson?

C.H. Robinson solves logistics problems for companies across the globe and across industries, from the simple to the most complex. With $22 billion in freight under management and 19 million shipments annually, we are one of the world’s largest logistics platforms and rank in the FORTUNE 200. We’ve been an innovator in logistics for over 100 years. Our global suite of services accelerates trade to seamlessly deliver the products and goods that drive the world’s economy. With the combination of our multimodal transportation management system and expertise, we use our information advantage to deliver smarter solutions for more than 90,000 customers and 450,000 contract carriers on our platform. Our technology is built by and for supply chain experts to bring faster, more meaningful improvements to our customers’ businesses.

As a responsible global citizen, we contribute millions of dollars to support causes that matter to us and our people. FORTUNE has named C.H. Robinson one of the World’s Most Admired Companies 2024, showcasing our position as a leader in our industry. Our commitment to excellence is further affirmed by being named a Great Place to Work 2023-24 by the Great Place to Work Institute, one of Forbes’ Best Employers for Diversity and one of America’s Greatest Workplaces in 2023 by Newsweek. Join us as we collaborate, innovate, and work as one global team to make life better and more sustainable for our customers, communities, and world. For more information, visit us at

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