CFP Board
The Relationship Development Manager / Cross Sell is responsible for identifying cross-sell opportunities across the client bases of Commercial Fire Protection and its family of companies, nurturing existing client relationships, and driving revenue growth in the Bay Area. This inside/outside role involves phone and email outreach as well as field visits with clients to present tailored fire protection solutions. The position requires building long-term relationships with property managers and facilities directors while meeting quarterly sales quotas.
Headquarters
Washington, District Of Columbia, United States
Company Size
51-200 employees
Founded
1985
CFP Board (Certified Financial Planner Board of Standards, Inc.) is a nonprofit organization that owns and administers the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, setting rigorous education, examination, experience, and ethical standards for financial planners. It maintains the national registry of CFP® professionals, approves education programs, administers the CFP® exam, and enforces a code of ethics and disciplinary processes to protect consumers. CFP Board also provides consumer resources to find and verify financial planners, promotes public awareness of financial planning, and advances professional competency and public trust in the profession.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CFP Board.