Client Relationship Manager
@ Ramsey Solutions

Nashville, Tennessee, United States
$55,000
On Site
Full-time (ramsey)
Posted 1 day ago

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XXXXXXXXXX XXXXXXXXX XXXXXXX******* @ramseysolutions.com
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Job Details

Overview

Ramsey Solutions, home of the RamseyTrusted team, is seeking a Client Relationship Manager to provide dedicated support to our real estate agents in Franklin, TN. You will help maintain high client retention while enforcing Ramsey's principles.

What You’ll Do

In this role, you will:

  • Lead monthly group coaching calls via virtual channels.
  • Communicate regularly with clients through Zoom, phone, and email.
  • Maintain detailed notes and manage accounts in Salesforce CRM.
  • Foster accountability with clients and identify growth opportunities.

Who You Are

You are experienced (2+ years in sales or client management), proficient in Microsoft Office and Salesforce CRM, and are passionate about Ramsey Solutions' mission to change the toxic money culture.

Benefits & Work Environment

Enjoy health insurance (with HSA), a 401(k) plan with a 4% match, annual wellness programs, and on-campus amenities such as a cafe and break zones. You will work on-site at our headquarters in Franklin, TN with flexible schedules available.

Key Skills/Competency

  • Client Management
  • Sales
  • Coaching
  • CRM (Salesforce)
  • Microsoft Office
  • Communication
  • Accountability
  • Team Leadership
  • Retention
  • Relationship Building
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How to Get Hired at Ramsey Solutions

🎯 Tips for Getting Hired

  • Review Ramsey Solutions culture: Understand their mission and values.
  • Customize your resume: Highlight sales and client management experience.
  • Emphasize CRM skills: Detail your Salesforce proficiency.
  • Prepare for behavioral interviews: Reflect on past client relationship successes.

📝 Interview Preparation Advice

Technical Preparation

Review Salesforce CRM functionalities.
Practice Microsoft Office advanced features.
Analyze client data trends.
Familiarize with CRM reporting.

Behavioral Questions

Describe a challenging client interaction.
Explain your conflict resolution strategy.
Share an example of accountability in work.
Discuss teamwork during stressful periods.

Frequently Asked Questions