Relationship Manager, Partner Growth & Onboarding

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. 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.