Client Success Specialist (Brokerage & Logistics)

Work Arrangement: On-SitePosition Overview: The Client Success Specialist serves as a trusted advisor to UniGroup's 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 UniGroup's 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 We're Looking For We're looking for someone who is curious, business-minded, and enjoys building relationships. You don't 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. We're 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 We're 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 UniGroup's brokerage business.

Qualifications Required Bachelor's 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, influen