Relationship Manager
On-site · Dallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Relationship Manager to develop and manage referral partnerships with bankers, CPAs, and financial professionals statewide, serving as a trusted advisor to business owners and executives, building a robust pipeline, representing NOW CFO at banking, finance, and professional events, and guiding the full business development cycle from introduction to close while coordinating with the consulting team.
Required Qualifications
- 5+ years in B2B relationship management, commercial banking, financial partnerships, or consultative sales
- Established relationships within banking/accounting/financial services community (strongly preferred)
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred
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