Customer Success Agent

Description

Team: Financial Peace

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.

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

Salary: $45,100 - $55,000/year\* + profit sharing + benefits

\*Range depends on skill level and overall experience.

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:

We’re looking for a customer-focused professional to create positive and lasting experiences for those engaging with Financial Peace. In this role, you’ll be the trusted human connection between customers and our brand—managing 30–50 tickets per day across multiple channels with a 24-hour response time. You’ll resolve issues empathetically and effectively, build trust through warm communication, and empower customers with relevant resources and product knowledge. You’ll also “surprise and delight” customers with thoughtful touches, contribute to the development of self-service content, and ensure every interaction leaves people feeling heard, helped, and valued. Beyond daily support, you’ll represent the Voice of the Customer by identifying trends, sharing feedback, and collaborating with leaders and product teams to improve the customer journey.

You’re Probably a Match If:

• You’re energized by serving others with empathy, patience, and clear communication.
• You thrive in fast-paced environments and can manage multiple conversations with ease.
• You love solving problems, providing resources, and empowering people to help themselves.
• You’re detail-oriented and proactive, always striving for excellence in your work.
• You’re collaborative, humble, and motivated by Ramsey’s mission to bring hope and transformation.

What Winning Looks Like:

• Customers feel heard, valued, and confident after every interaction.
• Tickets are resolved quickly, accurately, and within the 24-hour response standard.
• Customers are surprised and delighted weekly through thoughtful gestures.
• Product knowledge is current, and self-service resources are improved through your feedback.
• Trends, challenges, and customer insights are regularly shared with leaders and product teams to improve processes and experiences.

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

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