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Client Relationship Manager

Team: RamseyTrusted

 

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

 

Targeted Compensation for Year 1: $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 Real Estate 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 experience.
  • You can build relationships and serve all type 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 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  

 

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Average salary estimate

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$50000K
$60000K

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What You Should Know About Client Relationship Manager, Ramsey Solutions

Are you passionate about building relationships and helping people achieve financial peace? As a Client Relationship Manager at Ramsey Solutions, you’ll have the opportunity to work alongside our Real Estate providers in Franklin, TN. Here, your role will be much more than just a job; it’s about being part of a mission to transform the toxic money culture into one that uplifts and empowers. With a targeted compensation range of $50,000 - $60,000 per year, including base and commission, your earnings potential will grow as you excel in your role. You’ll lead monthly coaching calls, maintain client relationships through regular communication, and keep our high standards on track. Plus, working at our beautiful headquarters, you’ll enjoy a strong company culture that emphasizes collaboration, flexibility, and fun. Think game zones, coffee bars, and a campus that nurtures innovation. If you have at least two years of sales or client relationship experience, and thrive on connecting with people, you are probably a match for the role. Join us at Ramsey Solutions where we don’t just offer a paycheck—we offer a purpose. We can’t wait for you to help us change lives for the better!

Frequently Asked Questions (FAQs) for Client Relationship Manager Role at Ramsey Solutions
What is the role of a Client Relationship Manager at Ramsey Solutions?

The Client Relationship Manager at Ramsey Solutions is responsible for fostering strong relationships with Real Estate providers, conducting coaching sessions, and maintaining high retention rates. This position is critical for ensuring our clients adhere to the high principles that define RamseyTrusted, all while promoting financial peace.

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What qualifications do I need to become a Client Relationship Manager at Ramsey Solutions?

To qualify for the Client Relationship Manager position at Ramsey Solutions, candidates should have at least two years of sales or client relationship experience, excellent communication skills, and familiarity with tools like the Microsoft Office suite and Salesforce CRM.

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What can I expect in terms of compensation as a Client Relationship Manager with Ramsey Solutions?

As a Client Relationship Manager, you can expect a targeted compensation range of $50,000 - $60,000 per year, which includes both base salary and performance-based commission. Your earnings can increase as you progress through the company's growth track.

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Does Ramsey Solutions offer relocation assistance for the Client Relationship Manager position?

Yes, Ramsey Solutions does offer relocation assistance for the Client Relationship Manager position in Franklin, TN, making it easier for talented individuals from various locations to join our mission-driven team.

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What type of work environment can I expect working at Ramsey Solutions?

Ramsey Solutions' work environment is vibrant and collaborative. Our headquarters in Franklin, TN, is designed with various unique work and play zones, promoting teamwork while also allowing for flexibility through adjustable schedules to accommodate work-life balance.

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How does the onboarding process work for a Client Relationship Manager at Ramsey Solutions?

Upon hiring, the onboarding process for a Client Relationship Manager at Ramsey Solutions includes comprehensive training on our values, tools, and client management techniques. New hires receive support to ensure they are well-equipped to thrive in their role and contribute positively to our mission.

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What benefits does Ramsey Solutions provide to its employees in the Client Relationship Manager role?

Employees in the Client Relationship Manager role at Ramsey Solutions enjoy a comprehensive benefits package that includes health insurance, a 401(k) retirement plan with company matching, wellness reimbursement, and more initiatives that foster overall well-being and job satisfaction.

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Common Interview Questions for Client Relationship Manager
How do you handle difficult conversations with clients?

To tackle difficult conversations, I prepare by gathering all relevant information and am empathetic, ensuring I listen carefully to the client's concerns. I focus on finding common ground and offering solutions that align with their goals while ensuring they understand the values of Ramsey Solutions.

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Can you give an example of how you maintained a long-term client relationship?

Absolutely! In my previous role, I scheduled regular follow-ups and provided valuable resources tailored to their needs. This commitment to consistent communication built trust, leading to an increase in referrals—a testament to the strength of our relationship.

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What strategies do you use to facilitate effective coaching calls?

I ensure that my coaching calls are structured but interactive. I set clear objectives, encourage open conversation, and always prepare relevant data to back my suggestions, helping the client feel empowered and engaged throughout the discussion.

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How do you measure success in your role as a Client Relationship Manager?

Success as a Client Relationship Manager is measured through client retention, satisfaction scores, and the growth of my client base. I also assess my effectiveness based on the feedback I receive from clients and the outcomes we achieve together.

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What tools or software are you comfortable using for client management?

I have extensive experience using Salesforce CRM for client management, alongside Microsoft Office for communication and documentation. I'm also adaptable and keen on learning any new software tools that Ramsey Solutions employs.

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How do you keep yourself motivated in challenging situations?

During challenging situations, I remind myself of our mission at Ramsey Solutions and the difference we make in people’s lives. Additionally, I maintain a supportive network with colleagues to share ideas and encouragement, keeping my spirits high.

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Can you describe a time when you went above and beyond for a client?

Certainly! I had a client struggling to meet their deadlines. I proactively offered additional resources and scheduled extra check-ins to ensure their needs were met. This demonstrated my commitment to their success and strengthened our relationship.

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What is your understanding of the Ramsey principles?

The Ramsey principles revolve around financial stewardship, encouraging debt-free living, and teaching sound money management strategies. I share these beliefs passionately and incorporate them into client interactions to align our goals.

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How do you approach cross-functional collaboration in a company like Ramsey Solutions?

Collaboration is key at Ramsey Solutions. I approach it by actively engaging with other teams, sharing insights, and working towards common goals. Building relationships across departments fosters a united front that enhances client experiences.

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What do you love most about helping clients as a Client Relationship Manager?

I truly enjoy witnessing the transformation in clients’ lives as they adopt sound financial principles. Being a catalyst for their success brings me immense satisfaction and aligns perfectly with the Ramsey mission of empowerment and hope.

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Dental Insurance
Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Disability Insurance
Performance Bonus
Family Medical Leave
Paid Holidays

Ramsey Solutions provides biblically based, common sense education and empowerment which give HOPE to everyone in every walk of life.

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Full-time, on-site
DATE POSTED
November 26, 2024

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