NOW CFO · 1 day ago
Relationship Manager
Houston, TX
Full-time
Hybrid
Senior Level
5+ years expNOW CFO is a fast-growing national consulting firm seeking an accomplished Relationship Manager to drive growth and strategic partnerships. This role involves developing and managing relationships with financial partners to deliver tailored financial consulting solutions and making a lasting impact through trust-based relationship management and strategic business development.
Accounting
Hiring Manager
Tara Saisani
Responsibilities
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
Qualification
Required
5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales
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
Preferred
Established relationships within the banking, accounting, or financial services community (strongly preferred)
Bachelor's degree in Finance, Accounting, Business, or a related field preferred
Benefits
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.
Company
NOW CFO
We specialize in providing full-service CFOs, controllers, and operational accountants to consult with our clients.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amber Taylor
Consultant- Controller at NOW CFO
Brenda Van Gelder
Consultant (Fractional Controller/CFO)
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