Senior Relationship Manager - Renewals Rep

Small Biz Heroes; Charlotte (NC); On-site; CAD 75,000 - 124,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

20 Days Paid Time Off

Sandler sales training

Mentorship from VP of Sales and CEO

Modern Charlotte office near Bank of 4

Salesforce and automation tools

Job summary

Small Biz Heroes is seeking a Senior Relationship Manager to manage a growing book of business in a dynamic, in‑office Charlotte setting. The role offers a base of $54,000 with uncapped commissions (25% New Business, 15% Renewals) and a path to build lasting client relationships.

You’ll guide clients through underwriting and funding processes, leveraging the partner network and Salesforce CRM to drive renewals, referrals, and long‑term growth.

Qualifications

• At least two years of experience in alternative business finance.
• Knowledge of MCA, term loans, SBA loans, lines of credit, and equipment financing.
• Ability to build long‑term client relationships and understand client needs.

Responsibilities

• Convert qualified inbound opportunities into funded clients.
• Manage an active book of business and identify renewal and growth opportunities.
• Guide clients through underwriting, funding, and long‑term capital planning.
• Educate business owners on fundability and financing strategies.
• Build referral relationships and generate repeat business.
• Collaborate with operations, lending partners, and leadership to deliver an exceptional client experience.
• Manage your pipeline and client portfolio in CloudSquare / Salesforce CRM.

Skills

Relationship management

Client relationships

Sales experience

Financial product knowledge

Communication skills

Tools

Salesforce

Job description

Senior Relationship Manager | Renewals Rep

Charlotte, NC | Full-Time | In-Office

$54,000 Base + Uncapped Commission | 25% New Business | 15% Renewals

Ready to Stop Chasing Cold Leads and Start Building Lasting Client Relationships?

You’ve built your reputation in alternative business finance.

You know how to structure deals, guide clients through the funding process, and earn their trust.

Now you’re looking for something more.

More opportunity.

More stability.

More support.

More purpose.

If you’re ready to join a company where every lead you work is warm, relationships matter, and your experience is valued, we’d love to meet you.

Welcome to Small Biz Heroes

At Small Biz Heroes, we’re on a mission to help entrepreneurs win.

We help small business owners access honest guidance, responsible capital, and funding solutions that move their businesses forward. Every conversation is an opportunity to build trust, solve problems, and make a lasting impact.

We’re building something special and we’re looking for people who want to grow with us.

Why Join Small Biz Heroes?

Forget spending your day chasing cold leads.

Our partner network and marketing systems generate a steady flow of qualified inbound opportunities, allowing you to focus on what you do best—building relationships, solving problems, and helping business owners grow.

As a Senior Funding Manager, you’ll manage both new opportunities and an existing book of business, creating long‑term client relationships that generate repeat business, referrals, and lasting impact.

You’ll work directly with our leadership team while helping build the future of Small Biz Heroes.

What You Will Do

As a Senior Relationship Manager, you’ll serve as a trusted advisor to business owners throughout their funding journey.

You’ll:

• Convert qualified inbound opportunities into funded clients.
• Manage an active book of business while identifying renewal and growth opportunities.
• Guide clients through underwriting, funding, and long‑term capital planning.
• Educate business owners on fundability and financing strategies.
• Build referral relationships and generate repeat business.
• Collaborate with operations, lending partners, and leadership to deliver an exceptional client experience.
• Manage your pipeline and client portfolio through our CloudSquare / Salesforce CRM.

You’ll Thrive Here If You…

• Have at least two years of experience in alternative business finance.
• Understand MCA, term loans, SBA loans, lines of credit, equipment financing, and other commercial lending products.
• Enjoy building long‑term client relationships—not simply closing transactions.
• Communicate complex financial concepts with confidence and clarity.
• Take ownership, embrace accountability, and genuinely care about your clients’ success.
• Want to help build a growing company while continuing to grow your own career.

Your Career Path…

We’re building leaders - not just funding managers.

This role offers a clear path toward: Sales Leadership to Strategic Growth Initiatives.

If you’re looking for a place where your experience can influence the future of an organization, you’ll find that opportunity here.

Compensation & Benefits

• $54,000 annual base salary

• Uncapped commission

  • 25% New Business
  • 15% Renewals

• Health, Dental & Vision Insurance

• Syndication opportunities

• 20 Days Paid Time Off

• Sandler sales training and ongoing professional development

• Direct mentorship from the VP of Sales and CEO

• Modern Charlotte office near Bank of America Stadium

• Best-in-class technology, Salesforce, and automation tools

• Free parking, snacks, beverages, and a collaborative team environment

Our HERO Values

Everything we do is built around four core values:

H - Honest
We tell the truth and always do what’s right.

E - Enduring
We embrace challenges and stay committed to excellence.

R - Responsible
We own our actions, commitments, and results.

O - Optimistic
We focus on solutions, opportunities, and continuous growth.

Ready to Build Something Bigger?

If you’re ready to join a company where relationships matter, your experience is valued, and your work helps entrepreneurs build stronger businesses, we’d love to meet you.

Small Biz Heroes is proud to be an Equal Opportunity Employer. We believe diverse backgrounds, experiences, and perspectives make us stronger. Employment decisions are made based on qualifications, character, capability, and business needs—without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable law.