Remote Strategic Renewal & Growth Advisor

Cardiff; Cardiff; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and eye

401(k) retirement framework

Flexible PTO

Remote-first flexibility

Job summary

Cardiff, Inc. seeks a Customer Relations Representative to manage a strategic portfolio of corporate clients approaching financing cycle conclusions.

You will drive asset retention by securing contract renewals while identifying upsell opportunities, serving as a trusted partner to optimize capital access for growth. In a remote-first, fast-moving environment, you will build strong client relationships, coordinate renewals, and document activities in CRM.

Qualifications

• 2+ years in account management or renewal-focused sales, preferably in alternative finance or merchant cash advance.
• Proven success in high-velocity, transactional commercial environments.
• Exceptional relationship management and negotiation capabilities for long-term partnerships.
• Advanced proficiency with CRM frameworks; Salesforce is highly regarded.

Responsibilities

• Engage corporate accounts nearing contract maturity to evaluate renewals and incremental financing opportunities.
• Explain funding options aligned with strategic expansion and long-term goals.
• Advise a dedicated portfolio, provide status reporting, and secure strong client partnerships.
• Lead stakeholders through end-to-end renewals to ensure asset retention.
• Maintain pipeline discipline and log interactions in CRM for visibility.
• Meet or exceed monthly targets for retention, renewals, and upsell.

Skills

Account management

Negotiation

Remote-first work

Communication skills

Strategic prospecting

CRM proficiency

Tools

Salesforce

CRM systems

Job description

Cardiff, Inc. seeks a Customer Relations Representative to manage a strategic portfolio of corporate clients approaching financing cycle conclusions.

You will drive asset retention by securing contract renewals while identifying upsell opportunities, serving as a trusted partner to optimize capital access for growth. In a remote-first, fast-moving environment, you will build strong client relationships, coordinate renewals, and document activities in CRM.