Client Relationship Manager

Ramsey Solutions • Nashville, TN

37d • Onsite

About The Position

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.

Requirements

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

Responsibilities

• 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

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Educational Services
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees