Client Relationship Manager

Ramsey Solutions; Nashville (TN); On-site; USD 60,000 - 95,000; 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 an experienced Account Manager to join RamseyTrusted in Franklin, TN on-site. The role focuses on coaching real estate pros, managing relationships, and driving referrals with prompt, honest, and caring communication.

You will work directly with B2B and B2C clients, maintain CRM records (Salesforce is a plus), and help build trust with pros to serve clients better. Relocation assistance available and flexible schedules.

Qualifications

• 4+ years of experience in relationship or account management with service-driven clients.
• Strong communication skills and professional presence in calls, emails, and meetings.
• Experience tracking relationships and outcomes in a CRM is a plus (Salesforce preferred).

Responsibilities

• Coach pros through calls and one-on-one conversations to improve follow-through on referrals.
• Provide fast, actionable feedback to pros and keep relationship details documented in CRM.
• Maintain high responsiveness, resolving issues promptly and guiding pros to next steps.

Skills

Relationship management

Account management

Communication

Tools

Salesforce

Job description

Description

Team: RamseyTrusted

Please note that applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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

You'll help RamseyTrusted real estate pros show up for their clients the way Ramsey shows up for ours: promptly, honestly, and with real care. That means coaching pros through calls, masterminds, and one-on-one conversations that sharpen their communication and their follow-through on referrals, and it means giving feedback, good and bad, quickly enough that it actually helps. You'll set the bar for what strong service looks like by living it yourself, responding fast, resolving pro issues without letting them stall, and keeping every detail of the relationship documented and current. It's relationship work through and through: you're building trust with pros so they can build trust with the people they serve.

You're Probably a Match If

• You have 4+ years of experience in relationship or account management, working directly with B2B or B2C clients in a service-driven role.
• You're confident and well spoken, and you know how to hold people accountable without damaging the relationship.
• You bring a professional, polished presence to every conversation, whether it's a call, an email, or a face-to-face meeting.
• You're comfortable keeping a structured schedule and can manage a high volume of calls each month without losing focus.
• You read people well and naturally adjust your approach depending on who you're talking to.
• You've used a CRM (Salesforce experience is a plus) to track relationships and keep detailed, accurate records.

What Winning Looks Like

• Coaching 80 percent of your pros to consistent platform engagement, with a conversation rate of 19 percent or higher on their opportunities.
• Sharing timely, specific feedback with your pros, celebrating what's working and addressing what isn't within 24 hours.
• Facilitating masterminds that help pros build stronger platform habits and better conversion rates with their referrals.
• Taking ownership of team culture by living out Ramsey's core values and staying fully engaged in team meetings.
• Responding to your pros within 24 hours by phone or email, and routing pro issues to the right next step without delay.
• Conducting fee reviews with pros 60 days ahead of their anniversary date, every time.
• Keeping CRM notes, deactivations, and pro documentation accurate and current, without letting anything slip through the cracks.

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