Sr. Relationship Manager

Ramsey Solutions, a household name in personal finance, is seeking a Sr. Relationship Manager for their SmartDollar team. This role involves supporting top enterprise clients, ensuring their long-term success from onboarding through renewal. The manager will build strategic relationships with business leaders, guide organizations toward financial wellness outcomes, and collaborate internally to drive retention and growth. This position requires managing a substantial book of business and up to 50% travel.

Must Have

• Support SmartDollar’s top enterprise clients ($50K+ annually)
• Ensure long-term client success from onboarding through renewal
• Build deep, strategic relationships with business leaders
• Guide organizations toward meaningful employee financial wellness outcomes
• Collaborate across departments to drive retention and multi-year growth
• Maintain monthly client communication
• Meet each partner onsite annually
• Manage a substantial book of business
• Represent SmartDollar with professionalism and mission-driven conviction
• 5+ years of relationship management or customer success experience
• Confident and polished in conversations with C-suite leaders and senior stakeholders
• Mission-driven and able to hold firm to values

Good to Have

• Bilingual (Spanish speaking) capability

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!
• Relocation assistance available
• Flexible schedules available

Description

Team: SmartDollar

Please note that applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

—on-site, relocation assistance available, flexible schedules available

Salary: $95,000-$110,000/year* (includes base and commission)

*Range depends on skill level, overall experience, and performance-based commission.

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

Our Mission: 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:

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:

You’ll support SmartDollar’s top enterprise clients—those investing $50K+ annually—by ensuring their long-term success from onboarding through renewal. In this role, you’ll build deep, strategic relationships with business leaders, guide organizations toward meaningful employee financial wellness outcomes, and collaborate across departments to drive retention and multi-year growth. You’ll maintain monthly client communication, meet each partner onsite annually, manage a substantial book of business, and represent SmartDollar with professionalism and mission-driven conviction, including up to 50% travel.

You’re Probably a Match If:

• You have 5+ years of relationship management or customer success experience, ideally in B2B SaaS, financial wellness, or employee benefits.
• You’re confident and polished in conversations with C-suite leaders and senior stakeholders, with bilingual (Spanish speaking) capability preferred .
• You build trust through intentional long-term relationships—not transactional interactions.
• You’re mission-driven and able to hold firm to values while engaging in corporate environments.
• You collaborate naturally across teams and enjoy solving complex client problems with unity and clarity.

What Winning Looks Like:

• You deeply understand your clients—their goals, challenges, operations, and culture.
• You drive high retention and multi-year renewals through impactful relationship-building.
• You maintain strong monthly engagement rhythms and deliver excellent annual onsite visits.
• You anticipate challenges, demonstrate high business IQ, and guide clients toward solutions.
• You celebrate employee life change alongside clients and help maximize SmartDollar adoption.

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 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

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