Strategic Client Growth Manager

UGA Finance; Parkville (MO); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Voluntary life insurance

Short-term disability

Simple IRA with 3% match

Paid Time Off

Job summary

UGA Finance is seeking a dedicated client services professional to own client relationships and drive growth. You will serve as the primary contact, ensuring timely communication and issue resolution while guiding onboarding and ongoing partnership activities.

Collaborating across Operations, Sales, Compliance, and Finance, you will educate clients on processes, products, and updates to maximize engagement and retention.

Qualifications

• Excellent customer service and relationship skills.
• Strong verbal and written communication, able to collaborate across teams.
• Organizational and time management abilities.

Responsibilities

• Serve as the primary contact for assigned clients, managing day-to-day communications, requests, and issue resolution.
• Develop and maintain strong, long-term relationships with reliability and transparency.
• Lead client onboarding and training for a smooth transition from implementation to ongoing partnership.
• Coordinate cross-functional onboarding to align systems, documentation, and expectations.
• Provide ongoing education on processes, products, and updates to maximize engagement and success.
• Lead regular touchpoints and business reviews to ensure alignment with client goals and identify improvement opportunities.
• Accept and manage incoming client communications professionally and promptly.
• Investigate, troubleshoot, and resolve client issues with internal teams.
• Document cases and resolutions to identify trends and propose improvements.
• Partner with Operations, Sales, Compliance, and Finance to streamline workflows.
• Contribute to internal and client-facing documentation and guides.
• Audit new client setups and generate client reports to assess performance and satisfaction.
• Educate clients on company products and updates to drive engagement and retention.

Skills

Customer service

Relationship management

Communication

Team collaboration

Time management

CRM experience

Microsoft Office

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

UGA Finance is seeking a dedicated client services professional to own client relationships and drive growth. You will serve as the primary contact, ensuring timely communication and issue resolution while guiding onboarding and ongoing partnership activities.

Collaborating across Operations, Sales, Compliance, and Finance, you will educate clients on processes, products, and updates to maximize engagement and retention.