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.

Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership

Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed.

By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services.