UGA Finance is looking for Client Success Manager in Kansas City, MO. This local job opportunity with ID 3833793308 is live since 2026-09-14 17:00:07.

Why Join Us?

• Performance-driven culture with measurable impact.
• Opportunity to grow your career and develop professionally.
• Collaborative team environment focused on success and continuous improvement.
• Meaningful opportunity to directly influence company revenue and client success.

UGA offers full-time employees a benefit package that includes employer-subsidized health insurance, dental and vision insurance, voluntary life and short-term disability insurance, a Simple IRA with a 3% match, and Paid Time Off.

As the primary point of contact and an internal advocate for our clients, you won't just manage accounts-you will shape their growth strategy. You will collaborate deeply across our internal departments, lead cross-functional alignment, and champion the seamless experiences our partners love. If you are an exceptional communicator, a natural problem solver, and a strategic thinker looking for a company culture that empowers you to truly own your portfolio and innovate, we want you on our team.

Principle Responsibilities:

• Client Relationship Ownership:
• • Serve as the primary point of contact for assigned clients, managing day-to-day communications, requests, and issue resolution.
  • Develop and maintain strong, long-term relationships built on reliability, timely communication, and transparency.
  • Lead client onboarding and training, ensuring a smooth transition from implementation to ongoing partnership.
  • Coordinate cross-functional support during onboarding to ensure systems, documentation, and expectations are aligned.
  • 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 opportunities for improvement or expansion.
• Client Support and Problem Resolution:
• • Accept and manage incoming client communications in a professional and timely manner.
  • Investigate, troubleshoot, and resolve client and consumer issues in collaboration with internal teams.
  • Document cases, resolutions, and recurring issues to identify trends and propose process enhancements.

• Process Improvement and Documentation:
• • Follow and maintain written procedures and checklists to ensure consistency and compliance.
  • Partner with internal departments (Operations, Sales, Compliance, and Finance) to streamline workflows and improve service delivery.
  • Contribute to the creation and continuous improvement of internal and client-facing documentation, FAQs, and guides.
• Reporting and Data Management:
• • Conduct audits of new client and merchant setups, communicate discrepancies and coordinate corrections.
  • Generate and analyze client reports and key metrics to assess performance and satisfaction.
  • Maintain accurate and organized records of client interactions and activities.
• Client Growth and Engagement:

• • Educate clients on company products, services, and updates to drive engagement and retention.
  • Collaborate with the Product and Marketing team to identify and pursue opportunities for account expansion or optimization.
  • Support customer satisfaction initiatives and feedback loops to ensure continuous improvement.

Knowledge, Skills, and Abilities:

• Excellent customer service/customer relationship skills; service-oriented and able to resolve customer grievances.
• Excellent interpersonal skills with a proven ability to collaborate with a team. This includes strong verbal and written communication skills.
• Excellent organizational and time management skills.
• Demonstrated critical thinking and problem-solving skills, with strong attention to detail.
• Proficient in Microsoft Office Suite, CRM or case management systems, and related software.
• Basic understanding of clerical procedures and systems such as recordkeeping and filing.

Work Experience:

• 1+ year customer service experience strongly preferred .

Training and Education:

• High school diploma or equivalent required.
• Complete all required training as assigned.

Working Environment and Requirements to Perform Job Responsibilities

• Ability to work full-time (average of 40-hours per week).
• Ability to work in a shared office, private office, and/or cubicle in accordance with job duties and responsibilities.
• Ability to be on location and/or assigned confidential location(s) for client services for all work hours.
• Effective with shifting roles, responsibilities, and expectations in a changing work environment.
• Ability to see computer screen, read, and complete forms
• Ability to lift up to 10 pounds with the ability to push, pull, bend, reach, and sit.
• Ability to sit for prolonged periods of time/work at a desk.
• Ability to answer the phone in a busy environment - hear callers and be responsive.
• Ability to work in a high intensity/fast paced work environment and be able to multi-task and prioritize.

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