Customer Relations Representative

Cardiff; United States; À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Comprehensive medical, dental, and vis

401(k) retirement framework

Flexible PTO and holidays

Remote-first flexibility with home/obd

Diversity and inclusive workplace

Résumé du poste

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

You will drive renewals, explore expansions via upsell, and serve as the trusted partner for capital access and growth. You will engage high-velocity accounts, articulate funding options, and lead end-to-end renewal processes with strong relationship management.

Qualifications

• 2+ years in account management or renewal-focused sales.
• Proven success in high-velocity, transactional commercial environments.
• Excellent relationship management and negotiation capabilities.
• Advanced proficiency with CRM systems, especially Salesforce.
• Strategic prospecting to identify opportunities in large corporate databases.
• Self-directed, with strong communication and time-management skills.
• Comfort with a remote-first, fast-moving organization.

Responsabilités

• Cultivate proactive engagement with accounts nearing contract maturity to evaluate renewals and financing opportunities.
• Diagnose funding architectures aligned with operational expansion and long-term objectives.
• Act as the strategic advisor for a dedicated portfolio and provide status reporting.
• Guide stakeholders through the renewal lifecycle to secure asset retention.
• Maintain pipeline discipline and document borrower interactions in CRM.
• Meet or exceed monthly benchmarks for portfolio retention, renewals, and upsell initiatives.

Connaissances

Account management

Negotiation

Relationship management

Prospecting

Communication skills

Remote work

Outils

Salesforce

CRM systems

Description du poste

POSITION SUMMARY

The Customer Relations Representative commands a strategic portfolio of existing corporate clients approaching the conclusion of their financing cycle. In this high-impact role, you will drive asset retention by securing contract renewals while identifying tactical expansion avenues through integrated upsell and cross-sell initiatives. Serving as the definitive strategic partner, you will empower entrepreneurs to optimize their capital access and sustain long-term operational growth.

KEY RESPONSIBILITIES

• Cultivate proactive engagement with corporate accounts nearing contract maturity to evaluate capital reinvestment, facility renewals, and incremental financing opportunities.
• Diagnose and articulate advanced funding architectures that align with strategic operational expansion and long-term business objectives.
• Function as the authoritative strategic advisor for a dedicated portfolio, facilitating comprehensive status reporting and securing authentic human partnership.
• Navigate sophisticated client stakeholders through the end-to-end renewal lifecycle to ensure seamless asset retention and capital continuity.
• Maintain rigorous pipeline discipline and document strategic borrower interactions within CRM frameworks to provide executive stakeholders with full operational visibility.
• Consistently achieve or surpass formalized monthly benchmarks for portfolio retention, contract renewals, and integrated upsell initiatives.

REQUIRED QUALIFICATIONS

• 2+ years of demonstrated performance in account management or renewal-focused sales, with a distinct preference for alternative commercial finance and merchant cash advance expertise.
• Documented history of achieving success within high-velocity, transactional commercial environments.
• Exceptional relationship management competencies and advanced negotiation capabilities to secure long-term client partnerships.
• Advanced technical proficiency, including mastery of CRM frameworks—Salesforce expertise is highly regarded.
• Strategic prospecting mindset, featuring the capability to autonomously identify and activate opportunities within expansive corporate databases.
• Self-directed professional with superior verbal and written communication skills and disciplined time management.
• Proven ability to maintain peak operational performance within a remote-first, fast-moving organizational structure.

WHO YOU ARE

• You are highly organized and naturally proactive
• You thrive in fast-moving environments with evolving priorities
• You enjoy solving operational problems and improving systems
• You communicate clearly and follow through consistently
• You balance strategic thinking with a willingness to execute

THIS ROLE MAY NOT BE A FIT IF YOU:

• Prefer highly structured corporate environments
• Need extensive direction or oversight
• Dislike fast-changing priorities
• Prefer maintaining systems over building and improving them

HOW WE WORK

• High ownership and accountability
• Fast-moving, low-bureaucracy environment
• Collaborative and solutions-oriented culture
• AI-assisted workflows and continuous improvement encouraged
• Strong preference for people who improve systems, not just maintain them

BENEFITS & PERKS

• Comprehensive medical, dental, and vision coverage
• 401(k) retirement framework to ensure long-term financial security.
• Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance.
• Remote-first flexibility complemented by strategic home office infrastructure support.

Cardiff, Inc., is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.