Customer Relations Representative
# Customer Relations Representative **Cardiff** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Entry-level` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Client-Relations-Representative]` `[Account-Manager]` `[Renewals-Specialist]` `[Client-Relations]` `[Account-Retention]` `[Customer-Relations-Specialist]` `[Customer-Relations-Coordinator]` `[Customer-Representative]` `[Customer-Service-Representative-(CSR)]` `[Customer-Relationship-Specialist]` `[Customer-Support-Representative]` `[Client-Relationship-Representative]` `[Customer-Service]` --- ### About the Role 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. 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) - Flexible Paid Time Off (PTO) and observed holidays to promote sustainable performance and balance. Originally posted on Himalayas
- Client-Relations-Representative
- Account-Manager
- Renewals-Specialist
- Client-Relations
- Account-Retention
- Customer-Relations-Specialist
- Customer-Relations-Coordinator
- Customer-Representative
- Customer-Service-Representative-(CSR)
- Customer-Relationship-Specialist
- Customer-Support-Representative
- Client-Relationship-Representative
- Customer-Service
Наблюдалась 2026-10-12, впервые 2026-10-12, источник — Himalayas (JSON API).