Ramsey Solutions · 12 hours ago
Relationship Manager
Nashville, TN
Full-time
Onsite
Entry Level
$45K/yr - $60K/yr
1+ years expRamsey Solutions is a well-known company in personal finance, founded by Dave Ramsey. As a Relationship Manager on the SmartDollar team, you will support a book of business by building strong client relationships and driving renewals while ensuring accurate account data management.
Financial Services
No H1B
Responsibilities
Support a book of business by building strong client relationships, delivering a great experience, and driving renewals
Lead regular communication, coach clients on how to promote SmartDollar, and keep account data accurate and up to date
Deliver a high-quality experience for each client that reflects the Ramsey brand
Lead regular check-ins and proactively engage clients with helpful communication
Coach clients on how to successfully promote SmartDollar within their organization
Keep all Salesforce and SmartCenter data accurate and up to date
Maintain strong renewal rhythms and proactively communicate with clients 60+ days before their contract ends
Identify opportunities to grow accounts and pitch additional services where needed
Report accurately on revenue and surface any obstacles that could impact renewals
Qualification
Required
1–2 years of experience in client service, account management, customer success or equivalent
Effective communicator who can lead calls and coach clients with confidence
Organized, responsive, and manage time and tasks well
Enjoy building relationships and being the go-to person clients can trust
Proactive, coachable, and quick to take ownership
Passionate about Ramsey's mission and want to help companies change lives through SmartDollar
Benefits
Health insurance (includes plans eligible for an HSA—with a company match up to $500!)
401(k) retirement plan with 4% match/company contribution
Annual wellness, counseling and grocery membership reimbursement
On-campus cafe with subsidized pricing for breakfast, lunch and coffee bar
Dependent care FSA
Tons of cultural activities, like weekly devotional, leadership development courses, Battle of the Bands, and one epic Christmas party!
Company
Ramsey Solutions
Ramsey Solutions provides biblically based, commonsense education and empowerment to people from all walks of life, giving them HOPE.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
D
Daniel Hopper
Executive Director of Software Engineering
Recent News
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