Client Relationship Manager

undefined ago • 2 Years + • $50,000 PA - $60,000 PA

Job Summary

Job Description

As a Client Relationship Manager, you’ll come alongside our RamseyTrusted real estate agents, 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. 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.
Must have:
  • Lead and facilitate monthly group coaching calls with real estate agents
  • 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
Good to have:
  • 2 years of prior sales or client relationship manager experience
  • Ability to build relationships and serve all types of business professionals
  • Excellent written and verbal communication skills
  • Experience using the Microsoft Office Suite
  • Experience with Salesforce CRM
  • Live and breathe the Ramsey principles
  • Passionate about helping others achieve financial peace
Perks:
  • 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!

Job Details

Description

Team: RamseyTrusted

Salary: $50,000-$60,000/year* (includes base and commission)

*Range depends on skill level, overall experience, and performance-based commission. As you progress through the growth track after year 1, there is potential to increase your earnings.

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:

Our Headquarters is located just outside of Nashville in Franklin, Tennessee. 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, 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.

You’re Probably a Match If:

  • You have 2 years of prior sales or client relationship manager experience.
  • You can build relationships and serve all types of business professionals.
  • You communicate with ease, both written and verbal.
  • You have experience using the Microsoft Office Suite.
  • You have experience with Salesforce CRM.
  • You live and breathe the Ramsey principles and are passionate about helping others achieve financial peace.

What Winning Looks Like:

  • Lead and facilitate monthly group coaching calls with real estate agents
  • 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 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

#LI-onsite

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About The Company

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

Franklin, Tennessee, United States (On-Site)

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