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Client Success Coach

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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CEO of Ramsey Solutions
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Average salary estimate

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$60000K

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What You Should Know About Client Success Coach, Ramsey Solutions

If you're looking for an exciting new opportunity as a Client Success Coach with Ramsey Solutions, you're in for a treat! Located in the vibrant community of Franklin, TN, our company is all about empowering individuals towards financial wellness, and we want you to be a part of this mission. As a Client Success Coach, you won't just be another face in the crowd; you'll be an essential guide for our Real Estate providers. Your role will involve facilitating their growth, ensuring they adhere to the high standards we believe in, and transforming their businesses for the better. With your strong background in client relationships, you will lead engaging coaching calls and maintain consistent communication via Zoom, phone, and email. You'll be pivotal in helping providers achieve amazing results while upholding the principles that make Ramsey Trusted so special. Plus, you can expect a supportive workplace culture with plenty of opportunities for personal and professional growth. In addition to a competitive compensation package that includes a base salary and performance-based commission, we offer fantastic benefits like health insurance with HSA options, a 401(k) with company matching, and a range of wellness incentives. Imagine working in an innovative space that promotes collaboration, balances work-life needs, and houses both quiet work zones and fun recreational areas! If you share our passion for changing the toxic money culture and helping others win with money, then this is the right place for you. Join us at Ramsey Solutions and get ready to make a real difference while enjoying a fulfilling career!

Frequently Asked Questions (FAQs) for Client Success Coach Role at Ramsey Solutions
What does a Client Success Coach at Ramsey Solutions do?

As a Client Success Coach at Ramsey Solutions, you'll play a crucial role in supporting Real Estate providers by providing effective coaching, fostering accountability, and ensuring high retention rates. Your insights and dedication will help these businesses thrive while adhering to the financial principles that Ramsey Solutions stands by.

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What qualifications are needed for the Client Success Coach position at Ramsey Solutions?

To be a successful Client Success Coach at Ramsey Solutions, you should have at least two years of experience in sales or client relationship management, excellent communication skills, and familiarity with Salesforce CRM and the Microsoft Office suite. A genuine passion for Ramsey's mission and principles is also essential.

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What is the salary range for a Client Success Coach at Ramsey Solutions?

The targeted compensation for your first year as a Client Success Coach at Ramsey Solutions is between $50,000 to $60,000, which includes both a base salary and performance-based commission. As you progress in your career, there is potential for increased earnings based on your performance.

Join Rise to see the full answer
What benefits does Ramsey Solutions offer for the Client Success Coach role?

As a Client Success Coach at Ramsey Solutions, you can enjoy a comprehensive benefits package. This includes health insurance with HSA options, a 401(k) plan with company matching, wellness reimbursements, and access to a fun and engaging work environment with various amenities.

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Is there room for growth as a Client Success Coach at Ramsey Solutions?

Yes! At Ramsey Solutions, we believe in continuous growth. As you excel as a Client Success Coach, you'll have access to various development opportunities, coaching, and training to enhance your skills and advance your career within the company.

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What does the work environment look like at Ramsey Solutions?

Ramsey Solutions fosters a vibrant and collaborative work environment where all team members work on-site in Franklin, TN. You'll have designated workspaces alongside various unique zones for recreation and relaxation, promoting a healthy work-life balance and team camaraderie.

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What makes Ramsey Solutions different from other companies?

Ramsey Solutions stands out due to its commitment to transforming financial culture through biblically-based education and empowerment. With an emphasis on real values and financial peace, we focus on helping people make informed money decisions and live debt-free lives.

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Common Interview Questions for Client Success Coach
How would you define the role of a Client Success Coach?

A Client Success Coach serves as a strategic partner to clients, guiding them through their journey, ensuring they achieve their business goals while adhering to company principles. During the interview, emphasize your understanding of accountability and support as key components in your approach.

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What strategies would you use to build strong relationships with clients?

To build strong connections with clients, focus on open and honest communication, active listening, and consistently delivering value. Share examples of how you've fostered relationships in previous roles and the positive outcomes that resulted from those interactions.

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How do you handle difficult conversations with clients?

Handling difficult conversations requires empathy, clarity, and patience. Explain how you would prepare for such discussions by gathering relevant information, maintaining professionalism, and focusing on collaborative solutions to resolve any issues effectively.

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Describe your experience with Salesforce CRM and how you've utilized it.

Discuss your experience with Salesforce CRM, emphasizing how you've used it to track client interactions, manage your pipeline, and analyze data for better decision-making. Provide specific examples of how CRM usage has enhanced your effectiveness in relationship management.

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How would you assess a client's needs and provide appropriate guidance?

Assessing client needs starts with asking the right questions and actively listening. Share how you would tailor your approach to meet each client's unique situation while aligning with the principles of Ramsey Solutions.

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What techniques do you find effective for retaining clients?

Retention techniques might include regular check-ins, personalized communication strategies, offering proactive solutions, and celebrating client successes. Point out your innovative methods that have successfully increased retention in past roles.

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Can you give an example of when you went above and beyond for a client?

Sharing a specific story where you took initiative beyond the standard expectations speaks volumes. Focus on the steps you took, the challenges faced, and the positive impact it had on the client relationship, showcasing your commitment.

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How do you prioritize your workload and balance multiple client accounts?

Discuss your time management strategies, possibly utilizing tools or software for tracking tasks, setting reminders for follow-ups, and how you assess urgency and importance in case of competing client demands.

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What do you know about Ramsey Solutions and our mission?

Familiarize yourself with Ramsey Solutions' mission to provide commonsense financial education grounded in biblical values. Share your passion for financial wellness and how it aligns with your personal values, demonstrating that you've done your homework.

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Why do you want to work as a Client Success Coach at Ramsey Solutions?

Share your enthusiasm for Ramsey Solutions and how the company's mission resonates with you personally. Express your desire to contribute to a culture that genuinely makes a difference in people's financial lives, highlighting your relevant skills and experiences.

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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 27, 2024

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