Client Success & Sales Operations Specialist (Onsite)

Forward Air Corp.; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base pay

Health insurance

401(k) with employer match

Paid time off

Collaborative culture

Job summary

Forward Air Corp. in Los Angeles, CA is seeking a Client Success Specialist to support customer satisfaction, retention, and revenue growth. This role coordinates with Sales, Operations, Supply Chain, and Finance to ensure onboarding, accurate quotes, order execution, and timely issue resolution.

The position emphasizes cross-functional collaboration, strong organizational skills, and proactive problem solving in a fast-paced environment, with on-site work in LA.

Qualifications

• Experience in customer success, sales support, or related roles.
• Experience in freight forwarding/logistics environments preferred.
• Proficiency with CRM systems, quoting platforms, TMS, reporting tools, and Microsoft Excel.

Responsibilities

• Serve as the primary point of contact for day-to-day customer needs including orders and inquiries.
• Coordinate onboarding activities and ensure completion of required documentation, system setup, and milestones.
• Support contract preparation, review coordination, execution tracking, and renewal management.
• Monitor customer accounts and maintain accurate account documentation and SOPs.
• Prepare customer quotes, pricing proposals, bids, and RFP responses based on customer needs.
• Validate pricing accuracy and margins to ensure compliance with standards.
• Partner with Sales, Operations, Supply Chain, Customer Service, and Finance to ensure execution of commitments.
• Resolve billing issues, pricing discrepancies, and documentation exceptions promptly.
• Monitor invoice aging and follow up on outstanding balances.
• Generate sales reports, dashboards, and customer performance metrics.

Skills

CRM proficiency

Strong communication

Analytical skills

Cross-functional collaboration

Attention to detail

Excel/Power BI experience

Education

Associate or Bachelor’s degree in Business/Logistics

Tools

Salesforce

CargoWise

WorldTrak

Power BI

MS Excel

Job description

Forward Air Corp. in Los Angeles, CA is seeking a Client Success Specialist to support customer satisfaction, retention, and revenue growth. This role coordinates with Sales, Operations, Supply Chain, and Finance to ensure onboarding, accurate quotes, order execution, and timely issue resolution.

The position emphasizes cross-functional collaboration, strong organizational skills, and proactive problem solving in a fast-paced environment, with on-site work in LA.