Job Title: Client Success and Marketing Specialist Location: Barrie, Ontario Shift Time: 8:00am to 4:30pm (In:Office) Terms: Permanent Full:Time Salary: Competitive, based on experience Reports To: Executive Director Team About Us: North American Freight Forwarding is a Canadian based company specializing in logistics services with specific strength in warehousing and distribution, LTL consolidations, expedites, full truckloads and specialized equipment service to and from Canada, United States and Mexico. As a professional international freight forwarder, we provide overseas import and export ocean and air freight services all over the world. We seek out driven, talented individuals to join our team to meet and exceed our clients needs. We offer a rewarding career and brand that our employees are proud to represent. Job Purpose: The Client Success and Marketing Specialist plays a key role in enhancing customer experience and supporting business growth. This position serves as the critical link between the sales team, internal departments, and our clients by ensuring smooth onboarding experience, proactive communication, and ongoing client engagement. With a strong blend of customer service, marketing, and coordination skills, the role is responsible for maintaining client satisfaction, assisting in sales activities, and creating impactful marketing materials. The goal is to foster lasting relationships, drive client retention, and ensure every customers touchpoint reflects the companys commitment to excellence. Duties and Responsibilities: Support company Objectives and Key Results (OKRs) by proactively contributing to initiatives that drive strategic goals and organizational success Client Relationships Respond promptly and courteously to customer inquiries and issues Make outbound follow:up calls and emails to existing customers Assist with the onboarding of new clients by coordinating internal introduction, setting client : business expectations, and ensuring operational readiness Conduct regular account health checks with new and existing customers Monitor and respond to customer satisfaction survey results Track and report on client success metrics (retention, engagement, CSAT) Support customer communications during critical industry events (e.g., postal strike, regulatory changes) Sales Support Maintain accurate and organized customer data in CRM Systems Ensure thorough lead follow:up by passing qualified leads to Account Managers with full context and clear next steps Support sales team by researching customers, preparing background info, and performing follow:ups Send and track quotes and proposals to prospective clients Set up and track a program to review the rate and renewal process for client base Assist in providing customer:specific and company reports Serve as the bridge between internal teams and external clients during the onboarding phase to ensure a seamless customer handover experience Marketing and Presentation Development Design and send email marketing campaigns to Tier 4 and 5 Accounts Assist in the creation of marketing materials (one:pagers, presentations, etc.) according to our brand standards Book and facilitate Quarterly Business Review (QBR) meetings, and create the presentation content Manage feedback loops and action items from QBRs Contribute to internal and external communication strategies supporting sales and client engagement Develop a library of templates and tools for common customer communications Mindset and Personality: Proactive and Solutions Oriented: Anticipates customers needs and doesnt wait to be asked Relationship Driven: Genuinely enjoys connecting with others and builds trust quickly Customer Focused: Client focused, providing exceptional experience for our potential and existing customers Energetic: Approaches tasks with enthusiasm and positively represents the company to customers and co