About Company
Ramsey Solutions is a Nashville-area based company dedicated to providing biblically-based financial education and guidance. Founded by Dave Ramsey, our mission is to help people get out of debt, build wealth, and live fulfilling lives. We offer a wide range of products and services, including financial education programs like Financial Peace University, budgeting tools such as EveryDollar, and personalized financial coaching. With a team of over 1,000 passionate individuals, we are committed to helping our customers make smart money choices and achieve their financial goals. Our culture is driven by strong values, a commitment to excellence, and a deep desire to serve others. We believe in providing a workplace where team members can thrive, grow, and make a significant impact, all while working towards a shared, impactful mission.
Job Description
Are you a proactive problem-solver with a genuine passion for building lasting relationships and empowering clients to succeed? Ramsey Solutions is seeking a dynamic Customer Relationship Executive to join our fully remote team. In this pivotal role, you will serve as the primary point of contact for a portfolio of our most valued clients, fostering deep connections and ensuring they maximize the value of our financial education and coaching solutions. This is not a sales role, but rather a strategic partnership position where your ability to understand client needs, provide expert guidance, and advocate for their success will be paramount. You will leverage your exceptional communication skills to engage with clients through various remote channels, including video calls, phone, and email, ensuring a seamless and supportive experience across different time zones.
As a Customer Relationship Executive, you will be instrumental in maintaining high client satisfaction, driving retention, and identifying opportunities for growth within existing accounts. You’ll be responsible for conducting regular, proactive check-ins, delivering personalized insights tailored to each client’s financial journey, and proactively addressing any challenges or opportunities that arise. Your day-to-day will involve a blend of strategic planning, empathetic problem resolution, and educational outreach, all designed to reinforce our clients’ journey toward financial freedom. This role demands a high degree of autonomy, strong organizational skills, and a genuine desire to make a tangible difference in people’s lives. If you thrive in a collaborative remote environment, possess an unwavering commitment to customer success, and are eager to contribute your talents to a mission-driven organization that changes lives daily, we strongly encourage you to apply.
Key Responsibilities
- Manage and nurture a dedicated portfolio of key client accounts, serving as their primary point of contact and trusted advisor.
- Develop and execute strategic client engagement plans to ensure high satisfaction, retention, and loyalty through remote interactions.
- Proactively identify client needs, pain points, and opportunities for additional value creation through Ramsey Solutions offerings.
- Conduct regular virtual meetings and check-ins with clients to review progress, address concerns, and provide tailored guidance.
- Collaborate cross-functionally with internal teams (e.g., product, marketing, support) to resolve client issues and enhance their experience.
- Monitor client health metrics, analyze feedback, and report on key performance indicators (KPIs) related to client success.
- Educate clients on new features, best practices, and resources available to help them achieve their financial goals.
- Document all client interactions, communications, and relevant account information accurately within our CRM system.
- Act as a client advocate internally, communicating their needs and feedback to drive continuous improvement in our products and services.
Required Skills
- 2+ years of experience in customer success, account management, or a related client-facing role.
- Proven ability to build and maintain strong, long-term client relationships in a remote setting.
- Excellent verbal and written communication skills, with a talent for clear, concise, and empathetic interaction.
- Strong problem-solving abilities and a proactive approach to addressing client challenges.
- Proficiency with CRM software (e.g., Salesforce) and virtual communication tools (e.g., Zoom, Microsoft Teams).
- Exceptional organizational skills and the ability to manage multiple priorities effectively in a fast-paced environment.
- Self-motivated and able to work independently with minimal supervision while contributing effectively to a remote team.
- A deep understanding of customer service principles and a commitment to delivering an outstanding client experience.
Preferred Qualifications
- Bachelor’s degree in Business, Communications, Marketing, or a related field.
- Experience working in the financial services or personal finance industry.
- Familiarity with Ramsey Solutions' principles and products.
- Certifications in customer success or relationship management.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) with company match to help secure your future.
- Generous paid time off and company holidays.
- Paid parental leave to support growing families.
- Access to our financial wellness programs and resources.
- Opportunities for professional development and continuous learning.
- A supportive and collaborative remote work culture.
- Meaningful work that genuinely impacts people's lives every day.
How to Apply
Ready to help clients achieve financial peace of mind? If you are a dedicated relationship builder who thrives in a remote environment, we invite you to explore this exciting opportunity. Please click on the application link below to submit your resume and cover letter. Tell us why you are the perfect fit for Ramsey Solutions and this Customer Relationship Executive role. We look forward to reviewing your application!