Client Success Specialist (Brokerage & Logistics)

Work Arrangement: On-Site

Position Overview:

The Client Success Specialist serves as a trusted advisor to UniGroups agent network, helping agents understand, adopt, and maximize transportation and brokerage solutions that support operational success and business growth.

This role combines relationship management, onboarding, training, problem solving, and project coordination to ensure agents are successful in utilizing UniGroups brokerage capabilities. Working closely with Brokerage, Pricing, Operations, Technology, and Member Success teams, the Client Success Specialist helps agents identify opportunities to improve operations, expand service offerings, increase brokerage utilization, and grow their business.

This position plays an important role in expanding brokerage utilization and identifying new revenue opportunities within the UniGroup agent network.

Who Were Looking For

Were looking for someone who is curious, business-minded, and enjoys building relationships.

You dont need to be a brokerage expert on day one, but you should have a foundational understanding of transportation, logistics, operations, or customer-facing business environments and be eager to learn. Were seeking someone who is comfortable asking questions, solving problems, collaborating across teams, and helping customers succeed.

You may be a great fit if you have experience as a:

• Logistics Account Manager
• Brokerage Account Manager
• 3PL Account Manager
• Transportation Coordinator
• Transportation Analyst
• Carrier Sales Representative
• Carrier Account Manager
• Logistics Operations Supervisor
• Customer Success Specialist
• Customer Success Manager
• Supply Chain Coordinator
• Operations Coordinator
• Operations Manager supporting logistics, transportation, or customer-facing business functions

Were also open to candidates who have built strong customer relationships in operational or service-based environments and are ready to apply those skills in a highly collaborative, growth-oriented role.

Responsibilities

• Serve as the primary point of contact for agents utilizing brokerage and transportation solutions, providing guidance, support, and strategic partnership.
• Build strong relationships with agents to understand their business goals, operational challenges, and growth opportunities.
• Educate agents on brokerage capabilities, transportation solutions, pricing programs, self-service tools, and value-added services.
• Support the onboarding and implementation of new agents, affiliates, programs, and technology solutions through planning, communication, training, and post-launch support.
• Partner with agents to identify opportunities to improve operations, expand service offerings, and increase utilization of brokerage solutions.
• Act as a liaison between agents and internal teams, including Brokerage, Pricing, Operations, Technology, and Member Success, to ensure successful execution and issue resolution.
• Deliver training and ongoing support for transportation management systems (TMS), brokerage tools, reporting platforms, and related resources.
• Monitor engagement, utilization, and performance metrics to identify trends, opportunities, and areas for improvement.
• Support initiatives that contribute to agent retention, brokerage growth, operational efficiency, and revenue generation.
• Participate in special projects and strategic initiatives that support the continued growth and success of UniGroups brokerage business.

Qualifications

Required

• Bachelors degree in Business, Supply Chain, Logistics, Communications, or a related field, or an equivalent combination of education and experience.
• Two (2) years of experience in customer success, account management, operations, project coordination, transportation, logistics, supply chain, or a related business environment.
• Basic understanding of transportation, logistics, brokerage, supply chain, or operational business processes.
• Strong communication, relationship-building, and customer service skills.
• Ability to train, influence, and support customers, business partners, or stakeholders.
• Strong organizational skills with the ability to manage multiple priorities and projects simultaneously.
• Ability to work collaboratively across departments and build effective working relationships.
• Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Outlook.

Preferred

• 2+ years of experience in transportation, logistics, freight brokerage, third-party logistics (3PL), or supply chain operations.
• Familiarity with transportation concepts such as truckload (TL), less-than-truckload (LTL), carrier management, freight brokerage, or related logistics services.
• Experience onboarding customers, partners, or clients to new programs, services, systems, or technologies.
• Experience with transportation management systems (TMS), CRM platforms, or logistics technology solutions.
• Experience supporting account management, customer success, business development, or sales-related 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 careers@unigroup.com.