Renewals Manager

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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

• Lead and develop a team of 3–6 Renewal Account Managers and Customer Relationship Representatives. • Conduct regular coaching sessions focused on call quality, customer engagement, sales effectiveness, and professional development. • Provide real-time guidance on complex customer situations and renewal opportunities. • Foster a culture of accountability, collaboration, and continuous improvement. • Support onboarding and training of new team members. • Conduct regular pipeline reviews to ensure opportunity progression and forecast accuracy. • Serve as a second voice on key opportunities to help maintain team performance and customer retention objectives. • Monitor individual and team KPIs, identifying risks and implementing corrective action plans when necessary. • Drive consistent execution of renewal processes and best practices. • Ensure accurate CRM management and reporting across the team. • Identify bottlenecks and inefficiencies within current workflows. • Partner with leadership to develop and implement scalable systems, processes, and operational improvements. • Analyze team performance trends and recommend strategies to improve productivity, retention, and customer satisfaction. • Assist in creating training materials, playbooks, and process documentation. • Act as a strategic partner to the Renewals Director in managing team performance and execution.

🎯 Requirements

• 3+ years of experience leading or managing renewal, retention, account management, customer success, or relationship management teams. • Demonstrated success improving team performance through coaching and accountability. • Strong experience conducting pipeline reviews and managing performance metrics. • Excellent communication, leadership, and conflict-resolution skills. • Ability to analyze performance data and translate insights into action. • Experience working in CRM platforms such as Salesforce, HubSpot, or similar systems.

🏖️ 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.