Client Relationship Manager

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

Job Summary

Job Description

As a Relationship Manager, you will support RamseyTrusted financial providers. You will guide them, helping them succeed while maintaining the high standards of the program. Responsibilities include leading group coaching calls, communicating with clients regularly, maintaining client retention, maintaining detailed notes in the CRM, and fostering accountability. The role requires building relationships and serving business professionals, with a focus on helping others achieve financial peace.
Must have:
  • 2 years of sales or client relationship manager experience.
  • Ability to build relationships with business professionals.
  • Excellent written and verbal communication skills.
  • Experience with Microsoft Office Suite.
  • Experience with Salesforce CRM.
  • Passion for Ramsey principles and helping others achieve financial peace.
Perks:
  • Health insurance with HSA eligibility and 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.
  • Dependent care FSA.
  • Cultural activities.

Job Details

Team: RamseyTrusted

 

Location: Franklin, TN—on-site, relocation assistance available, flexible schedules available

 

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, Ramsey Solutions is a household name in personal finance, with a mission to change the toxic money culture for good.

 

Our Mission: Ramsey Solutions provides 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:

Ramsey Solutions 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 Relationship Manager, you’ll come alongside our RamseyTrusted financial providers, 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 providers
  • 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 Ramsey Solutions and our founder, Dave Ramsey, we encourage you to download the Ramsey Network mobile app and consume our content.

 

If Ramsey Solutions 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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