Ramsey Solutions · 20 hours ago
Client Relationship Manager
Nashville, TN
Full-time
Onsite
Entry, Mid Level
2+ years expRamsey Solutions is a well-known company in personal finance, founded by Dave Ramsey. They are seeking a Client Relationship Manager to support their RamseyTrusted real estate agents, tax pros, and investing pros by holding them accountable to high standards and helping them succeed in their businesses.
Financial Services
Responsibilities
Lead and facilitate monthly group coaching calls
Communicate regularly with your book of business via Zoom, phone and email
Maintain high monthly retention of client base
Maintain detailed notes of all interactions and activities with accounts in our CRM
Foster a high level of accountability with clients
Look for ways to help providers thrive and identify opportunities to expand their impact
Qualification
Required
2+ years of experience in sales or customer-facing service, with a proven track record of driving accountability and results
Confident on the phone and on screen, naturally commanding attention and building trust quickly
Ability to influence and hold business professionals to high standards while maintaining respect and rapport
Clear, concise, and persuasive communicator
Skilled at leveraging tools like Microsoft Office Suite and Salesforce CRM to stay organized and effective
Deeply aligned with Ramsey principles and passionate about helping others achieve financial peace
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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