Senior Client Services Advisor

Transportation Insight•Hickory, NC

About The Position

The Client Services Advisor provides business analytical support to internal team members and external clients, while supporting client relationship management from both internal and external perspectives. The role analyzes client data and carrier performance, manages open client requests, conducts regular client reviews, and identifies opportunities for freight cost savings, operational efficiencies, and organic revenue growth. It also reviews clients’ use of company tools and services and recommends relevant offerings and cost-saving solutions.

Requirements

  • Direct industry experience of 0–3 years.
  • Detail-oriented, self-starting, and strong work ethic with a desire to succeed.
  • Ability to manage relationships with assigned clients’ personnel, respond empathetically to client needs, and achieve strong performance.
  • Detailed understanding of transportation.
  • Ability to use spreadsheets, databases, and other analytical tools.
  • Good understanding of presentation applications such as PowerPoint.
  • Ability to read, analyze, and interpret common financial reports and legal documents.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Ability to present information effectively to clients and management.
  • Ability to comprehend and apply generally accepted business and accounting mathematics.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret mathematical or diagrammatic information involving abstract and concrete variables.
  • Ability to act upon verbal and written instructions.
  • Ability to work Monday through Friday, 8:00 a.m. to 5:00 p.m., and occasionally evenings and weekends during peak periods.
  • Ability to travel locally; limited out-of-state travel may be required for special client needs or training and conferences.
  • Ability to perform the described physical functions, including sitting, standing, walking, reaching, communicating, and occasionally lifting boxes up to 20 pounds.

Nice To Haves

  • BS/BA degree in logistics or business, or equivalent industry experience preferred.

Responsibilities

  • Review and analyze client data to identify trends, issues, freight cost savings, and efficiency opportunities.
  • Review open client requests, check their status, and support progress toward closure and client satisfaction.
  • Review carrier performance and client satisfaction with carrier performance.
  • Conduct monthly client reviews.
  • Review company tools and services available to assigned clients, document usage and client satisfaction, and introduce tools the client may not be using.
  • Engage clients on new services and, where applicable, offer additional cost-saving opportunities through cost analysis.
  • Identify more cost-attractive solutions and other ways assigned clients can reduce operational costs while maintaining or improving service levels.
  • Support client turnover and client revenue retention program activities as directed.
  • Track lost savings and routing optimization.
  • Conduct an annual business alignment meeting with the assigned book of business.
  • Perform other duties as assigned.

Benefits

  • Benefits-eligible position.
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