Customer Success Account Executive

Posted 10 Days Ago
Be an Early Applicant
Somerset, NJ
Junior
Information Technology • Logistics • Software • Transportation • 3PL: Third Party Logistics
The Role
The Customer Success Account Executive will manage tier 2/3 accounts, providing operational support, generating reports, handling client shipments, resolving accounts receivable issues, and ensuring excellent customer service while leveraging technology to enhance efficiency.
Summary Generated by Built In

Roadtex Transportation has become a leader in the nationwide LTL industry, specializing in transporting time and temperature-sensitive products. We handle refrigerated and LTL needs by leveraging no sailing schedules, our nationwide network of 32 strategically placed temperature-controlled facilities, our state-of-the-art tracking, and our specialized equipment and warehousing capabilities. In 2022, Roadtex was acquired by Echo Global Logistics. The acquisition brings a truckload brokerage and expanded transportation management solutions to Roadtex's customers while providing Echo with our national warehouse footprint and advanced temperature-controlled transportation solutions. 

Position Overview: As an Account Executive, you will focus mainly on managing the daily operations of our Tier 2 & 3 accounts. You will be responsible for supporting accounts by collaborating with internal and external partners to ensure we go above and beyond customer expectations. This includes day to day support, data entry, document collection, verifying timely pick-ups and deliveries, resolving issues, complying with department SOPs, and managing account profiles. We trust you to drive efficiency for the overall book of business by analyzing and executing new strategies for increased growth and profitability. You will maintain current operating procedures and review past sales activity for historic trends and expectations.

Job Duties & Responsibilities

  • Will directly support a book of tier 2/3 accounts and focus on executing tasks that lead to operational success for each of the accounts 

  • Provide operational support for your accounts by prioritizing between standard daily duties and ad hoc requests to effectively manage account relationships

  • Assist with generating and executing reporting for each account as needed for leaders to analyze the business

  • Manage the entry of pickup and delivery requests for client shipments 

  • Assist in resolving Accounts Receivable issues

  • Work with Account Coordinators and Sr Account Executives to provide world-class customer service to clients and ensure operational efficiencies are being followed

  • Proactively communicate issues to the team

  • Gain competency and adopt Roadtex/Echo's technology to be as efficient as possible

Skills & Qualifications

  • 2+ year of logistics or relevant experience

  • Bachelors Degree highly preferred but not required

  • Proven track record handling and resolving  customer issues

  • Ability to and proven track record to multiple task in a fast-paced collaborative team environment

  • Excellent communication (written/verbal) skills to effectively support external and internal clients

  • Intermediate working knowledge of Microsoft Office: Outlook, Word, and Excel

You…

  • Have 3-5 years of Customer Service experience

  • Can display a sense of urgency in managing time and accomplishing tasks

  • Are always one step ahead, looking for creative ways to improve old processes

  • Have mastered the ability to build and maintain strong client partnerships

  • Possess the ability to communicate at all levels and with a wide range of personalities

  • Can solve any problem that's thrown your way

  • Are always ready for the next challenge

We...

  • Value collaboration, intellectual honesty, go-getters, and positive energy and we never stop seeking ways to get better

  • Put our customers' needs into everything we do

  • Care about your career development as much as you do

  • Work hard, period

  • Offer competitive compensation and benefits packages, challenging projects, company-wide events, co-workers you will actually like working with, and a sense of community you won’t find anywhere

Work Environment & Physical Demands:

This job operates in an office environment and uses a computer, telephone, and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the work day. The employee is regularly required to sit, talk, or hear.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran.

Top Skills

MS Office
The Company
HQ: Chicago, IL
2,600 Employees
Hybrid Workplace
Year Founded: 2005

What We Do

Echo is a leading provider of technology-enabled business process outsourcing, serving the transportation and logistics needs of our clients. Our proprietary web-based technology, dedicated service teams and robust procurement power enables our clients to see significant transportation savings while receiving best-in-class service.

Why Work With Us

At Echo you don’t just have a job—you have a career. Passion for what you do keeps you on the road to success. It’s teamwork and relationships that make our team truly successful. The chance to work alongside friends, have your voice heard, and be mentored by those who genuinely want to see you grow and thrive makes every day even better.

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