Primary Job Functions and Decision-Making Ownership Business Development & Sales Support Own assigned account support activities for strategic customers, including pipeline follow-up, opportunity tracking, customer communication, and coordination of internal actions needed to advance business objectives. Evaluate customer needs, pricing inputs, operational feasibility, and service requirements to recommend onboarding actions, rate setup, proposal support, and follow-up priorities tied to new or expanded business. Maintain accurate CRM data, including account activity, pricing records, forecasts, contact notes, and reporting outputs. Generate weekly and monthly reporting on pipeline health, customer performance, account activity, and growth opportunities. Lead small-scale business development projects, including lane analysis, pricing comparisons, customer opportunity reviews, and win/loss tracking, with responsibility for findings, recommendations, and follow-through. Identify, assess, and escalate new opportunities within existing accounts, underdeveloped lanes, or network gaps, including recommendations for pursuit, prioritization, or operational review. Account & CRM Management Own assigned account records and ensure customer interactions, rates, contracts, commitments, decisions, risks, and follow-up actions are documented accurately and maintained for business visibility. Independently manage day-to-day customer touchpoints within assigned scope, including scheduling coordination, status updates, service questions, issue tracking, and determination of appropriate next steps. Prepare account review materials, interpret performance data, identify trends or risks, and recommend action items to improve customer outcomes, account stability, and internal execution. Determine when customer expectations require clarification, escalation, operational adjustment, or leadership review, and coordinate alignment between customer commitments and execution capabilities. Operational Support (3PL Coordination) Provide backup coverage and operational decision support for 3PL Coordinators during peak volume periods, PTO, staffing gaps, or elevated service events. Assist with load coverage, carrier sourcing, shipment tracking, exception monitoring, and customer updates when needed. Own execution-related projects that improve service, reduce cost, increase efficiency, or strengthen operational consistency, including analysis, recommendations, implementation coordination, and follow-up. Collaborate cross-functionally with Customer Service, Dispatch, Transportation Operations, carrier partners, and internal stakeholders. Resolve or escalate service exceptions by assessing impact, clarifying ownership, determining recovery actions, communicating updates, and ensuring appropriate follow-through. Cross-Functional Collaboration Act as a decision-support liaison between Sales, Operations, Customer Service, and Transportation teams to ensure smooth handoffs from opportunity development through execution. Evaluate and recommend alignment on pricing strategy, service commitments, customer requirements, operational capacity, and execution feasibility. Participate in pipeline reviews, team meetings, customer performance discussions, and recurring operating cadences. Own improvements to scalable processes that increase speed, consistency, accountability, decision quality, and customer confidence across the 3PL business. Ownership and Decision-Making Authority Own assigned customer account support activities and determine appropriate prioritization based on business impact, customer urgency, revenue opportunity, service risk, and operational feasibility. Exercise discretion in evaluating customer needs, service exceptions, account performance data, and internal constraints to recommend solutions, escalation paths, or corrective actions. Make independent recommendations that influence account strategy, customer retention, service commitments, pricing support, operational recovery, and growth opportunities. Represent assigned account priorities in internal discussions and coordinate cross-functional decisions with Sales, Operations, Transportation, Customer Service, and carrier partners. Escalate matters requiring leadership approval while maintaining ownership of analysis, communication, documentation, and follow-through through resolution. Key Performance Indicators (KPIs) CRM accuracy, reporting completeness, timely account documentation, and clear ownership of assigned account actions. Pipeline visibility, reporting timeliness, quality of opportunity tracking, and effectiveness of recommendations supporting business growth. Support contribution to new business wins, account expansions, and customer retention. Responsiveness, judgment, and effectiveness in operational support, including load coverage, issue resolution, customer updates, and escalation management. Contribution to service performance, account stability, and customer satisfaction. Project ownership, analytical support quality, decision support, and follow-through on assigned actions through completion. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.