Client Relationship Manager

Ramsey Solutions; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Wellness reimbursement

On-campus cafe

Dependent care FSA

Cultural activities

Job summary

Ramsey Solutions is seeking a Protections Coach to coach RamseyTrusted Pros, grow their businesses, and protect program integrity. You’ll build trusted relationships, provide practical guidance, and hold Pros to Ramsey standards through one-on-one and group coaching.

The role emphasizes accountability, strategic partnership, and thorough CRM activity tracking on-site at our Franklin, TN campus.

Qualifications

• Experience coaching, consulting, or developing business professionals to achieve measurable results.
• Strong relationship-building skills with the ability to hold others accountable to high standards.
• Clear, direct feedback delivered constructively.

Responsibilities

• Coach RamseyTrusted Pros to grow their businesses while serving fans the Ramsey way.
• Build strategic relationships with a portfolio of Pros through coaching and communication.
• Document activity in CRM systems and keep coaching notes up to date.
• Facilitate Mastermind sessions and one-on-one coaching to drive measurable results.

Skills

Coaching

Consulting

Relationship building

CRM management

Salesforce

Tools

Salesforce

Job description

Description

Team: RamseyTrusted

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

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 Protections Coach, you'll build trusted relationships with RamseyTrusted Pros, coaching them to grow their businesses while serving our fans the Ramsey way. You'll provide practical guidance, hold Pros accountable to Ramsey standards, and help them continuously improve their performance. Through one on one coaching, group coaching, and ongoing relationship management, you'll become a strategic partner committed to helping Pros succeed while protecting the integrity of our programs.

You’re Probably a Match If

• You have experience coaching, consulting, or developing business professionals to achieve measurable results
• You naturally build trust while confidently holding others accountable to high standards
• You're an effective coach who provides clear, direct feedback and practical advice in a way that is constructive and well received
• You're comfortable having candid conversations and addressing difficult topics with professionalism and respect
• You're a strong relationship builder who enjoys partnering with business owners to help them grow
• You're an organized communicator who can effectively manage a portfolio of relationships while documenting activity in CRM systems
• You're deeply aligned with Ramsey principles and passionate about helping others win

What Winning Looks Like

• Coach and hold RamseyTrusted Pros accountable to improve their performance and better serve our fans
• Build trusted, strategic relationships with your portfolio of Pros through consistent coaching and communication
• Facilitate impactful Mastermind sessions and one on one coaching conversations that drive measurable results
• Maintain strong provider retention by developing high quality Pros and making difficult decisions when standards are not met
• Keep accurate, detailed account activity and coaching notes in Salesforce to ensure effective relationship management
• Protect the integrity of the RamseyTrusted program by upholding Ramsey standards while helping Pros grow their businesses

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.

EOE, including disability/vets

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.