[Hiring] Customer Relations Representative @Cardiff

Role Description

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.

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

• 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.