Client Relationship Manager

Applicants must be authorized to work in the U.S. without sponsorship.

About Us

Ramsey Solutions, founded by Dave Ramsey in 1992, is a leader in personal finance, offering biblically based, commonsense education and empowerment to change the toxic money culture. Our mission is to give HOPE to everyone in every walk of life.

Location

This role is based at our headquarters in Franklin, TN (metro Nashville). Relocation assistance is available. All team members work on-site, but flexible schedules are offered to support work-life balance. The campus features designated workspaces (including sit-stand desks), quiet library areas, lounges, a coffee bar, recreational zones, and outdoor/patio spaces.

Responsibilities

• Coach RamseyTrusted real estate professionals through calls, masterminds, and one-on-one conversations to improve communication and referral follow-through.
• Provide timely, constructive feedback—both positive and corrective—within 24 hours to drive performance.
• Set and model high standards for service by responding quickly, resolving issues efficiently, and maintaining detailed, up-to-date documentation.
• Facilitate masterminds to strengthen pros’ platform habits and referral conversion rates.
• Respond to pros within 24 hours via phone or email, routing issues to the right team without delay.
• Conduct fee reviews with pros 60 days ahead of their anniversary date, consistently.
• Maintain accurate CRM records, including notes, deactivations, and pro documentation, ensuring nothing slips through the cracks.
• Uphold team culture by embodying Ramsey’s core values and actively participating in team meetings.

What Winning Looks Like

• Coach 80% of your pros to consistent platform engagement, achieving a conversation rate of 19% or higher on their opportunities.

Requirements

• 4+ years of experience in relationship or account management, working directly with B2B or B2C clients in a service-driven role.
• Strong communication skills: confident, articulate, and able to hold people accountable without damaging relationships.
• Professional presence in all interactions—calls, emails, and in-person meetings.
• Ability to manage a high volume of calls monthly while maintaining focus and structure.
• Strong interpersonal skills: reads people well and adapts communication style accordingly.
• CRM experience (Salesforce is a plus).
• Alignment with Ramsey Solutions’ mission and values; passion for countercultural financial principles (e.g., debt-free living).

Benefits

• Health insurance, including HSA-eligible plans with a company match up to $500.
• 401(k) retirement plan with a 4% company match/contribution.
• Annual reimbursements for wellness, counseling, and grocery memberships.
• On-campus café with subsidized breakfast, lunch, and coffee bar pricing.
• Dependent care FSA.
• Cultural activities: weekly devotional, leadership development courses, Battle of the Bands, and an annual Christmas party.