Logistics Client Success & Onboarding Specialist (Hybrid)

Omnitrans; New York (NY); Hybrid; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Insurance program

401K

Zusammenfassung

Metro Customs Brokers, a subsidiary of Omnitrans, is seeking a Client Success Specialist to join the Client Success Team in the US. You will onboard new clients, coordinate with departments for seamless integration, and ensure issues are resolved during onboarding.

You will demonstrate Metro/Omnitrans products, train clients, monitor satisfaction, and log opportunities in Salesforce. A startup mindset with strong English communication is preferred.

Qualifikationen

• Degree in Business Administration or Supply Chain is an asset.
• Minimum 3 years in customs brokerage or freight forwarding.
• Experience with CRM platforms like Salesforce.
• Startup environment: creative problem solver and process integration.
• Results-oriented with strong decision-making and deadlines.
• Solid operations background and strong analytical skills.
• Excellent written and verbal English.

Aufgaben

• Initiate client onboarding meetings.
• Develop Account Management SOP for new clients.
• Coordinate with departments for successful integration into operations.
• Address non-compliance issues identified during onboarding.
• Resolve client inquiries with internal teams during onboarding.
• Be versed in Metro/ Omnitrans products and value strategies for clients.
• Drive usage of products and technology solutions.
• Demonstrate products and train clients on systems.
• Monitor client satisfaction at service milestones.
• Log growth opportunities in Salesforce.
• Analyze client feedback to improve onboarding.
• Transition accounts to the Client Experience team.
• Perform general administrative duties.

Kenntnisse

CRM (Salesforce)

Analytical skills

English communication

Problem solving

Onboarding

Ausbildung

Bachelor's degree in Business Administration or Supply Chain

Tools

Salesforce CRM

Jobbeschreibung

Metro Customs Brokers, a subsidiary of Omnitrans Inc. ( A fastfrate Group Company) , is looking for a Client Success Specialistto join our Client Success Team in the US.

We are seeking a Client Success Specialist to:

• Collaborate with Business Units to provide an unparalleled onboarding experience to new clients and add value to the customers’ journey by leveraging expertise to resolve problematic situations quickly.
• Work closely with team members by sharing client insights and developing strategies for retention and growth of the client portfolio.
• Monitor account performance through variance analysis to ensure projected volumes are actualized.

What You will Do:

• Initiate client onboarding meetings.
• Develop Account Management SOP for new clients.
• Coordinate with departments to ensure successful integration into operations.
• Work with clients to rectify areas of non-compliance as identified by the Customs Brokerage operations group (i.e., documentation issues, etc.) during the onboarding cycle.
• Make certain that client inquiries are resolved within the respective internal operational or functional teams during the onboarding cycle.
• Be fully versed in all of Metro/ Omnitrans’ product and service offerings to ensure a long-term value strategy that will align with the clients' mission-focused outcomes.

• Drive the usage of products and technology solutions and ensure that clients receive quality service while taking advantage of company products and solutions.

• Work with various internal resources required for integration.
• Conduct product demonstrations of Metro/Omnitrans technology products and train clients as required in the use of the various systems.
• Explain Metro/ Omnitrans’ various online tools (i.e., track and trace, e-billing, etc.) to clients, through presentations and product demonstrations.

• Monitor the client’s satisfaction at specific service milestones.
• Identify growth opportunities and log in to Salesforce
• Analyze client feedback and work through internal collaboration to improve all aspects of the client’s onboarding experience
• Transition the account to the Client Experience team for ongoing account management.
• Perform general administrative duties.

What You Bring:

• A degree in Business Administration or Supply Chain is an asset.
• A minimum of 3 years of relevant experience working in a customs brokerage or freight forwarding environment.
• Experienced in using a CRM platform such as Salesforce or the likes
• Thrives in a start-up environment – creative problem solver, proficient at systems/process integration & driving proactive suggestions for improvement.
• Results-oriented with strong decision-making skills and the ability to prioritize multiple objectives while meeting aggressive deadlines.
• Solid background in operations.
• Strong analytical skills.
• Capable of navigating the company to obtain information for clients.
• Ability to proactively problem-solve and troubleshoot issues ranging from minor processes to complex business solutions.

• Ability to organize, work in a highly autonomous environment and be accountable.
• Excellent verbal and written communication skills in English.

What We Offer:

• To be part of an international company with offices across Canada, the United States and China, which has been providing logistics and customs brokerage services for 45 years.
• To work with a highly collaborative team and strong professionals in the industry.
• Industry leading compensation package.
• Have access to a complete insurance program.
• 401K and contribution of the company.
• A hybrid work environment with two days per week at the office.
• A work environment that allows you to bring your ideas to life and develop your potential.
• Work-life balance.

$60,000- $75,000

Salary range varies depending on location, relevant experience, qualifications, and skills.

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