Brokerage, Business Development, Contact Management, Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Driver's License, Freight Forwarding, Life Insurance, Logistics, Marketing, Microsoft Excel, Microsoft Office, Onboarding, Organizational Skills, Performance Metrics, Problem Solving Skills, Reporting Skills, Sales, Sales Management, Strategic Analysis, Supply Chain, Tableau, Trade Shows, Willing to Travel
Sales & Account Development Coordinator
Location: Milwaukee, WI – Hybrid Schedule
Compensation: Non-Exempt, Non-Commission Based + Annual Bonus Potential
A well-established leader in the Customs Brokerage and Freight Forwarding industry is seeking a proactive professional to join their dynamic team. This role is designed for a relationship-driven individual who excels at providing high-quality service support and identifying growth opportunities within an existing client base.
This position offers a unique "foundational" experience; while you will primarily support current accounts, the role is designed to provide the exposure and skills necessary for potential progression into broader business development or senior management.
Key Responsibilities
- Proactive Account Management: Maintain strong relationships through regular communication, conducting service reviews, and resolving customer concerns.
- Customer Onboarding: Facilitate the setup of new accounts and independently manage small-volume client transitions.
- Strategic Growth: Analyze account activity to identify cross-service opportunities and execute re-engagement strategies for past or low-activity clients.
- Reporting & Analytics: Utilize CargoWise, Tableau, and Excel to track customer contact frequency, prepare KPI reports, and maintain accurate activity logs.
- Regional Engagement: Travel approximately 50% within the local Milwaukee/Madison area for client meetings and industry trade shows.
Candidate Profile
- Education: Post-secondary education in Sales, Marketing, Supply Chain, or a related field.
- Experience: At least one year of customer service or account support (experience in logistics, international trade, or customs is a major plus).
- Technical Skills: Strong proficiency in Microsoft Office (Excel); experience with CRM systems, CargoWise, Canva, or Tableau is preferred.
- Attributes: You are a self-motivated, resourceful problem-solver who can work independently with minimal supervision.
- Requirements: Must have a valid driver’s license and reliable transportation for local travel.
Why Join This Team?
Our client prides itself on a "family-friendly" mindset and a culture that emphasizes teamwork and work-life balance. They offer a robust benefits package and a modern work environment, including:
- Hybrid Work: Enjoy flexibility with a schedule of Tuesday–Thursday in-office
- Financial Security: 401K matching, annual bonuses based on company profit, and comprehensive Health/Vision/Dental/Life insurance.
- Career Growth: Ample opportunities for industry-related education and advancement into leadership roles.