Remote-First Renewal & Strategic Accounts Advisor

Rippling; United States; A distancia; USD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision coverage

401(k)

Flexible PTO & holidays

Descripción de la vacante

Cardiff, Inc. is seeking a Customer Relations Representative to manage a strategic portfolio of corporate clients approaching the end of their financing cycles.

You will drive asset retention by securing renewals and identify upsell opportunities, acting as the definitive strategic partner to optimize capital access for entrepreneurs. In this remote-first role, you will engage senior stakeholders, navigate renewal lifecycles, and maintain rigorous CRM documentation to provide executives with

Formación

• 2+ years of account management or renewal-focused sales experience.
• Experience in high-velocity, transactional commercial environments.
• Strong relationship management and negotiation capabilities.
• CRM proficiency; Salesforce experience preferred.
• Strategic prospecting to identify opportunities within large corporate databases.
• Excellent verbal and written communication; strong time management.
• Experience in a remote-first, fast-moving organization.

Responsabilidades

• Cultivate proactive engagement with corporate accounts nearing contract maturity to evaluate capital reinvestment and renewal opportunities.
• Explain and advocate advanced funding structures aligned with growth objectives.
• Serve as the strategic advisor for a dedicated portfolio, providing status updates and ensuring strong partnerships.
• Navigate complex stakeholders through the renewal lifecycle to secure asset retention and capital continuity.
• Maintain pipeline discipline and document interactions in CRM for executive visibility.
• Meet or exceed monthly benchmarks for portfolio retention, renewals, and upsell activities.

Conocimientos

Account management

Merchant cash advance

High-velocity sales

Negotiation

Relationship management

Salesforce

Strategic prospecting

Communication skills

Herramientas

Salesforce

Descripción del empleo

Cardiff, Inc. is seeking a Customer Relations Representative to manage a strategic portfolio of corporate clients approaching the end of their financing cycles.

You will drive asset retention by securing renewals and identify upsell opportunities, acting as the definitive strategic partner to optimize capital access for entrepreneurs. In this remote-first role, you will engage senior stakeholders, navigate renewal lifecycles, and maintain rigorous CRM documentation to provide executives with