Relationship Manager

Relationship Manager – B2B Financial Partnerships

Location:

Central Houston, TX (Hybrid)

NOW CFO is seeking an accomplished Relationship Manager to drive growth and strategic partnerships across Oregon. This role is ideal for professionals with commercial banking or financial services backgrounds who excel at cultivating trusted relationships with business leaders and financial partners.

As a market-facing representative for NOW CFO, you’ll develop and manage relationships with Centers of Influence (COIs) — including bankers, CPAs, private equity groups, and business owners — to expand our footprint and deliver tailored financial consulting solutions. You’ll combine the relationship depth of banking with the proactive networking and deal execution of high-level B2B sales.

• Develop and strengthen referral relationships with bankers, CPAs, and financial professionals statewide.
• Serve as a trusted advisor to business owners and executives, identifying operational and financial needs.
• Build and manage a robust pipeline through targeted outreach, warm introductions, and ongoing relationship management.
• Represent NOW CFO at banking, finance, and professional networking events to elevate market visibility.
• Oversee the entire business development cycle—from introduction to close—ensuring a seamless client handoff to our consulting team.
• Track and manage all activities within Microsoft Dynamics CRM while maintaining consistent weekly engagement (20–25 meetings).
• Collaborate closely with internal market leaders and consultants to align client solutions with business objectives.

• 5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales.
• Established relationships within the banking, accounting, or financial services community (strongly preferred).
• Proven success building referral networks, nurturing long-term partnerships, and closing complex business deals.
• Strong understanding of accounting or finance principles with the ability to translate financial insights into client value.
• Polished communication, presentation, and negotiation skills with C-suite and financial decision-makers.
• Self-motivated, disciplined, and highly organized with a professional, client-first approach.
• Bachelor’s degree in Finance, Accounting, Business, or a related field preferred.

• A competitive base salary with uncapped commission potential.
• A collaborative, entrepreneurial culture that rewards initiative and results.
• The opportunity to develop lasting partnerships and influence financial strategy across industries.

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