Client Relationship Manager

As a Client Relationship Manager, you will support RamseyTrusted real estate agents, tax pros, and investing pros, helping them succeed in their businesses while upholding RamseyTrusted principles. You will guide them, ensuring accountability to high standards that result in positive customer feedback. This role offers career advancement and significant earning potential through a performance-based growth track beyond the first year.

Must Have

• 2+ years of experience in sales or customer-facing service
• Proven track record of driving accountability and results
• Confident on the phone and on screen
• Ability to influence and hold business professionals to high standards
• Clear, concise, and persuasive communicator
• Skilled at leveraging Microsoft Office Suite and Salesforce CRM
• Deeply aligned with Ramsey principles
• Passionate about helping others achieve financial peace
• Lead and facilitate monthly group coaching calls
• Communicate regularly with book of business via Zoom, phone, and email
• Maintain high monthly retention of client base
• Maintain detailed notes of all interactions and activities in CRM
• Foster a high level of accountability with clients
• Look for ways to help providers thrive and expand their impact

Perks & 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!

Description

Team: RamseyTrusted

A Little Bit About Us: You might know us from our founder and CEO, Dave Ramsey, who’s given no-nonsense money advice on the radio since 1992. Three decades later, we are a household name in personal finance, with a mission to change the toxic money culture for good.

Our Mission: We provide biblically based, commonsense education and empowerment that give HOPE to everyone in every walk of life.

Here’s a Taste of Our 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!

Where and How You’d Work:

We value our strong, unified company culture because we believe the best work is done together. That’s why all of our team members work on-site under the same roof. But work-life balance is also important to us, so we offer flexible work schedules to take the stress out of appointments, family obligations and other needs that may pop up.

While every team member has a designated workspace (with an electronic sit-stand desk), our campus was designed to house a variety of unique work and play zones (e.g., quiet library space, coffee bar/lounge areas, recreational game zone, and outside/patio work and break areas).

What You’d Do in This Role:

As a Client Relationship Manager, you’ll come alongside our RamseyTrusted real estate agents, tax pros, and investing pros helping them crush it in their businesses while staying true to the principles that make RamseyTrusted so unique. You’ll be their go-to guide, holding them accountable to the high standards that keep customers raving about our program. And beyond your first year, this role opens the door to career advancement and significant increases in earning potential through our performance-based growth track.

You’re Probably a Match If:

• You’ve got 2+ years of experience in sales or customer-facing service, with a proven track record of driving accountability and results
• You’re confident on the phone and on screen. You naturally command attention and build trust quickly
• You’ve got the ability to influence and hold business professionals to high standards while maintaining respect and rapport
• You’re a clear, concise, and persuasive communicator
• You’re skilled at leveraging tools like Microsoft Office Suite and Salesforce CRM to stay organized and effective
• You’re deeply aligned with Ramsey principles and passionate about helping others achieve financial peace

What Winning Looks Like:

• 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

Other Stuff to Know:

We’re looking for people who are passionate about our mission. This isn’t just a J-O-B. We experience resistance every day because what we believe is absolutely countercultural. We actually hate debt. We actually cut up our credit cards . . . like, for real. Some of us are still fighting our way out of debt, but we aren’t going back. If you don’t know much about us and our founder, Dave Ramsey, we encourage you to download the Ramsey Network mobile app and consume our content.

If this sounds like a workplace where you can get excited about Mondays, apply today. We can’t wait to hear from you!

EOE, including disability/vets

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