Portfolio Manager

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🕒 July 27

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Cardiff

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Cardiff is a business finance provider that offers a range of lending products for small and medium-sized businesses. Cardiff provides business credit cards, business loans, equipment financing (including ability to finance both titled and non-titled transactions), lines of credit, merchant cash advances, and SBA loans, and targets industry verticals such as auto repair, construction/contracting, dental practices, excavation, landscaping, masonry, plumbing, restaurants, and trucking. The company positions itself as a partner for businesses needing payroll, new equipment, or other working capital needs.

📋 Description

• Drive recurring revenue growth through disciplined renewal management, proactive risk mitigation, and precise forecasting to ensure superior client outcomes across your entire book of business. • Complete onboarding and develop a working understanding of Cardiff’s products, funding criteria, and renewal process. • Shadow senior team members and review existing client accounts to understand portfolio composition and relationship history. • Get up to speed on Salesforce CRM workflows, internal tools, and cross-functional team processes. • Establish initial contact with key accounts and begin building rapport with existing clients. • Take full ownership of your assigned book of business and begin managing active renewal conversations independently. • Build and maintain an accurate renewal pipeline in Salesforce, with reliable forecasting of upcoming opportunities. • Identify upsell and capital expansion opportunities within the existing portfolio and begin converting them. • Conduct initial business reviews with priority accounts and establish a cadence for ongoing client engagement. • Consistently meet or exceed monthly renewal and revenue targets, demonstrating measurable portfolio performance impact. • Operate with full independence across your portfolio, proactively identifying at-risk accounts and taking corrective action before churn occurs. • Deliver regular portfolio health analysis with forward-looking insights to leadership on retention trends and growth opportunities. • Be recognized as a trusted strategic partner by your clients, someone they proactively reach out to, not just respond to.

🎯 Requirements

• Minimum of 2 years within customer success, account management, or revenue-generating renewal functions. • Background in fintech, commercial lending, or merchant cash advance ecosystems. • Demonstrated success in overseeing client portfolios and exceeding established financial objectives. • Exceptional aptitude for persuasive communication, professional negotiation, and long-term relationship cultivation. • Disciplined organizational skills with a mastery of high-velocity time management.

🏖️ 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.