Customer Success Agent

DescriptionTeam: EveryDollarPlease 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 availableSalary: *Range depends on skill level and overall experience.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 BenefitsHealth insurance (includes plans eligible for an HSA—with a company match up to $500!)401(k) retirement plan with 4% match/company contributionAnnual wellness, counseling and grocery membership reimbursementOn-campus cafe with subsidized pricing for breakfast, lunch and coffee barDependent care FSATons of cultural activities, like weekly devotional, leadership development courses, Battle of the Bands, and one epic Christmas party!Where And How You’d WorkRamsey 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 RoleAs a Customer Success Agent for EveryDollar, you’ll guide users to fully engage with the product by combining customer support, product expertise, and coaching. You’ll interact with customers through live messaging, coaching calls, and webinars, helping them solve problems, build better habits, and gain confidence in their financial journey. You’ll also take ownership of customer issues, contribute to product improvements, and create Help Center content that supports both users and AI-driven Ramsey tools—ultimately driving retention, satisfaction, and product adoption.You’re Probably a Match IfYou have 2–4 years of experience customer success, support, or a related fieldand want to build a career in Customer SuccessYou are comfortable in customer-facing environments, including live chat, coaching calls, and webinarsYou have strong written and verbal communication skills and enjoy teaching and coaching, not just answering questionsYou take ownership of problems and work to resolve them independently rather than escalating unnecessarilyYou are comfortable navigating multiple systems at once, including ticketing platforms, internal tools, AI resources, and knowledge bases to research and resolve issues efficiently.You are motivated to become a product expert and continuously improve your skillsYou care about building something meaningful and are aligned with Ramsey’s missionWhat Winning Looks LikeManage a consistent volume of customer interactions while maintaining high-quality support and strong customer satisfaction scoresDrive customer outcomes, including active product usage, renewals, and upgrades to EveryDollar premiumReduce repeat issues by providing clear communication and contributing to effective Help Center contentDeliver interactions where customers feel coached and supported, not just assistedContribute to product improvements through feedback, escalations, and ticket supportBecome a trusted product expert and coach who adds value to fans and the teamOther Stuff To KnowWe’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