Business Development & Relationship Manager (Cheltenham)

Business Development & Relationship Manager (Cheltenham)

03 Aug
|
CFO On call
|
Cheltenham

03 Aug

CFO On call

Cheltenham

Business Development & Relationship Manager
Help Australian businesses grow by connecting them with experienced Fractional CFOs
About CFO On Call

CFO On Call is Australia's leading Fractional CFO franchise network, helping ambitious business owners improve profitability, cash flow and business value through strategic financial leadership.

Now part of the ASV Wadeson Group (AFR Top 100 Accounting Firm), we're entering an exciting period of growth and are looking for an exceptional Relationship Manager to become the commercial link between our franchisees, our clients and our growing referral network.

This is much more than an account management role. You'll combine relationship management, consultative sales and business development to help franchisees win more clients and deliver outstanding client experiences.

About the Role

You'll work closely with our network of experienced CFOs, helping them grow successful advisory practices while ensuring prospective and existing clients receive exceptional service.

A significant part of the role involves meeting with business owners, understanding their challenges and helping them determine whether a Fractional CFO is the right solution. You'll guide prospects through our sales process before introducing them to the most suitable CFO within our network.

If you enjoy building trusted relationships, having commercial conversations with business owners and helping people succeed, this is a highly rewarding chance.

Key Responsibilities
Business Development & Sales

- Conduct Discovery and Diagnostic meetings with prospective clients.

- Understand business owners' challenges and identify opportunities where CFO On Call can add value.

- Present the value of Fractional CFO services in a clear and compelling way.

- Qualify opportunities and match clients with the most suitable franchisee.

- Work alongside franchisees to convert opportunities into long-term engagements.





- Follow up prospective clients and referral opportunities through the sales pipeline.

- Develop and nurture relationships with referral partners.

Franchisee Success

- Build strong relationships with franchisees across Australia.

- Support franchisees with business development opportunities and client conversations.

- Act as the key liaison between Head Office and franchisees.

- Help identify opportunities for franchisees to grow their practices.

Client Experience

- Ensure smooth onboarding of new clients.

- Maintain regular contact with clients to ensure they are receiving exceptional value.

- Identify additional opportunities where clients may benefit from other services within the ASV Wadeson ecosystem.

- Resolve issues quickly and professionally.

Growth

- Contribute ideas to improve our sales process, client experience and franchisee support.

- Help grow the CFO On Call brand through strong relationships and exceptional service.

About You

You'll probably have experience in one or more of the following:

- Business advisory

- Professional services

- Accounting or finance

- Financial services

- B2B consulting

- Technology or SaaS sales

Most importantly, you'll be someone who:

- Loves building trusted relationships.

- Is naturally curious and asks great questions.

- Is confident meeting with business owners and senior decision-makers.

- Can communicate commercial concepts in a simple, engaging way.

- Is organised, proactive and follows through.

- Takes ownership and gets things done.

- Enjoys working collaboratively with a national team.

- Wants to help others succeed.

Experience selling professional services or consulting solutions will be highly regarded.

Why Join CFO On Call?

- Join Australia's leading Fractional CFO network.

- Be part of the ASV Wadeson Group (AFR Top 100).

- Work with experienced CFOs and ambitious business owners.

- Make a genuine difference to the success of Australian SMEs.

- Be part of a collaborative, supportive and growing team.

- Opportunity to shape and grow the role as the business expands.

📌 Business Development & Relationship Manager (Cheltenham)
🏢 CFO On call
📍 Cheltenham

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