Client Success Specialist (Brokerage & Logistics)

On-site role serving as the primary liaison between UniGroup Brokerage and its agent network, focused on helping agents understand, adopt, and maximize transportation and brokerage solutions.

Responsibilities

• Serve as the primary point of contact for agents utilizing brokerage and transportation solutions, providing guidance, support, and ongoing relationship management.
• Educate agents on brokerage capabilities, transportation services, pricing programs, self-service tools, and full-service offerings to drive adoption and utilization.
• Partner with agents to understand their business objectives and transportation needs, identifying opportunities to align solutions with their goals.
• Support the onboarding and implementation of new agents, affiliates, programs, and technology solutions through planning, training, communication, and post-launch support.
• Act as a liaison between agents and internal teams, including Brokerage, Pricing, Operations, Technology, and Member Success, to ensure successful execution and issue resolution.
• Provide training and ongoing support for transportation management systems (TMS), brokerage tools, reporting platforms, and related operational resources.
• Monitor agent engagement, service utilization, and performance metrics to identify trends, opportunities, and areas for improvement.
• Support departmental initiatives, projects, and growth strategies that contribute to agent retention, brokerage expansion, and revenue generation.

Qualifications

Required

• Bachelor's degree in Business, Supply Chain, Logistics, or a related field, or an equivalent combination of education and experience.
• Two (2) years of experience in transportation, logistics, freight brokerage, third-party logistics (3PL), or supply chain operations.
• Working knowledge of transportation concepts, including truckload (TL), less-than-truckload (LTL), freight brokerage, or related logistics services.
• Strong communication, relationship-building, and organizational skills.
• Ability to manage multiple priorities and collaborate effectively across cross-functional teams.
• Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Outlook.

Preferred

• Experience onboarding customers, partners, or clients to new services, systems, or operational programs.
• Experience with transportation management systems (TMS), CRM platforms, or logistics technology solutions.
• Experience supporting sales, account management, or business development activities.
• Experience utilizing reporting and analytics to support business decisions and performance improvement.

Benefits

• Medical, dental, and vision coverage
• Company-paid life and disability insurance
• 401(k) with company match
• Generous paid time off and company holidays
• Paid parental leave
• Employee assistance program
• Professional development and learning opportunities

Applicants must be currently authorized to work in the United States on a full-time basis; employment sponsorship is not available for this position.