Job Overview
- Execute and monitor internal business processes, including credit assessments, rate sourcing, legal and financial reviews, logistics business sessions (LBS) and customer onboarding workflows.
- Coordinate cross-functional activities with Procurement, Legal, Operations, Finance, Settlement, and other teams to ensure seamless new business implementation and customer expansion.
- Proactively track progress, follow up on approvals, and maintain project momentum.
- Create, analyze, and maintain P&L models, pricing scenarios, and business case simulations to support financial and operational decisions.
- Manage and maintain CRM and data systems (Salesforce, Cello, etc.) ensuring accuracy, data integrity, and usability for the Business Development team.
- Support management with periodic reports, performance dashboards, and executive presentation materials.
- Assist in planning and logistics for client meetings, business reviews, and business development events.
- Identify and recommend process improvements to enhance efficiency and reporting accuracy.
- Operate enterprise systems (Cello, Salesforce, SAP, etc.) to manage approvals, documentation, and reporting workflows.
- Conduct market and competitor research (Zoominfo, Panjiva, Navigator, etc.) to identify growth opportunities and emerging trends within logistics and supply chain markets.
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