Relationship Manager

Blue Bridge Financial, Inc.; Reston (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Blue Bridge Financial, Inc. in Reston, VA is seeking a Relationship Manager to nurture existing referral partnerships and expand the partner network. You will manage communications with current accounts, onboard new partners, and educate partners on products, terms, and requirements, while driving activity and revenue growth.

The role offers a clear career path in executive relationship management, with collaboration across the sales and finance teams to deliver tailored financing solutions.

Qualifications

• Bachelor’s degree or equivalent work experience in sales and account management.
• 1-2 years of sales, channel management, credit or portfolio management experience.
• Exceptional verbal and written communication skills for phone, email communication and record keeping.
• Effective time management and strong analytical skills.
• A results-oriented sales professional with a successful track record able to accomplish clearly defined goals and objectives.
• Must be detail oriented, organized, determined, ambitious.

Responsibilities

• Conduct regular outbound calls to existing referral partners to build strong relationships and increase submission volume.
• Conduct outbound calls and onboarding of NEW partners, while developing and nurturing those relationships for continued business.
• Leverage platforms to identify opportunities to onboard new referral partners, whether they are brokers, banks, competitors with syndication opportunities, equipment insurance reps, etc...
• Identify inactive or low producing accounts and re-engage those to identify new opportunities for business and move them from occasional business to consistent business.
• Educate partners on new and existing finance products, terms and requirements.
• Collect useful information on the alternative finance marketplace and industry trends to identify opportunities for program improvements and growth.
• Provide a high level of customer service through all stages of the sales process.
• Maintain complete record keeping of all communication with partner accounts.
• Be self-motivated to schedule and track follow-up calls with your accounts to encourage increased business activity.

Skills

Outbound calling

Verbal & written communication

Time management

Analytical skills

Results oriented

Detail oriented

Education

Bachelor’s degree or equivalent

Job description

Blue Bridge Financial, Inc. is an independent equipment finance lender delivering flexible commercial financing solutions to small and mid-sized businesses across the country, as well as to manufacturers, vendors, and distributors of commercial equipment and inventory. By building strong relationships with direct customers, dealer partners, and third-party originators, we’ve developed a diverse, high-performing portfolio spanning a wide range of industries nationwide. As a true independent lender, we have the flexibility to shape how we origin, underwrite, and service our transactions—allowing us to move quickly, think creatively, and tailor solutions to our clients’ needs. That independence fuels a collaborative, growth-oriented culture where innovation is encouraged and career development is a priority. We are excited to add a Relationship Manager to our Reston, VA team, as we continue to grow.

This is an exciting opportunity for individuals currently in portfolio management, credit or partner relationship management wanting to expand their career and take the next step. You will be responsible for maintaining business relations and providing support to existing referral partners, as well as strengthening communications with low volume accounts to encourage increased business activity. You will also be responsible for proactively identifying new referral partners and conducting outbound calls to build newrelationships. Qualified applicants will be willing to work with a referral partner through all stages of the process, including document requests, preparation and discussion of contract terms and rates. Support will be provided to maximize your opportunities in a team-based approach to the process. This role provides a career pathway into executive relationship management.

• Conduct regular outbound calls to existing referral partners to build strong relationships and increase submission volume.
• Conduct outbound calls and onboarding of NEW partners, while developing and nurturing those relationships for continued business.
• Leverage platforms to identify opportunities to onboard new referral partners, whether they are brokers, banks, competitors with syndication opportunities, equipment insurance reps, etc...
• Identify inactive or low producing accounts and re-engage those to identify new opportunities for business and move them from occasional business to consistent business.
• Educate partners on new and existing finance products, terms and requirements.
• Collect useful information on the alternative finance marketplace and industry trends to identify opportunities for program improvements and growth.
• Provide a high level of customer service through all stages of the sales process.
• Maintain complete record keeping of all communication with partner accounts.
• Be self-motivated to schedule and track follow-up calls with your accounts to encourage increased business activity.

Required Skills/Education/Experience:

• Bachelor’s degree or equivalent work experience in sales and account management.
• 1-2 years of previous sales, channel management, credit or portfolio management experience required.
• Exceptional verbal and written communication skills for phone, email communication and record keeping.
• Effective time management and strong analytical skills are a must.
• A results-oriented sales professional with a successful track record able to accomplish clearly defined goals and objectives.
• Must be detail oriented, organized, determined, ambitious, and a \