Client Success Specialist (Brokerage & Logistics)

Position Overview

The Client Success Specialist (Brokerage & Logistics) serves as a liaison between UniGroup Brokerage and its agent network, helping agents understand, adopt, and maximize transportation and brokerage solutions. This role combines relationship management, onboarding, training, and project coordination to support agent success and drive utilization of brokerage services. Working closely with Brokerage, Pricing, Operations, and Technology teams, the Client Success Specialist helps agents identify opportunities to improve operations, expand service offerings, and grow their business.

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

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

UniGroup offers a competitive benefits package designed to support the health, well-being, and financial security of our employees, including:

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

Work Authorization

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

We foster diversity, in part, by imposing a strict policy of non-discrimination. Employment decisions are made without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, age, religion, disability, veteran or military status, genetic information or other status protected by the law.

We value the unique skills and experiences that veterans and separated service members bring to our workforce. While serving our country you have gained skills such as leadership, flexibility, and agility, which will help to make you successful here. We are dedicated to supporting military families and ensuring that we provide a welcoming environment for our country's heroes. We hope you consider joining the UniGroup family.

UniGroup is committed to the full inclusion of all qualified individuals. As part of this commitment, UniGroup will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.