Customer Relations Representative

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🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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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

• 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.

🎯 Requirements

• 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.

🏖️ 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.