Cardiff

Role Description The Account Executive owns the most important transition in the sales process, turning approved opportunities into funded deals. Their performance directly impacts revenue, growth, and the return on all the work completed before the approval stage. The Account Executive manages the critical transition from approval to funding, ensuring approved files successfully reach final execution. This role drives conversion through diligent closing processes, with performance anchored in Funding Percentage and Cardiff Internal Unit milestones. The initial 90-day period for an Account Executive centers on establishing the routine habits and domain expertise required to drive high-velocity conversion from approval to funding. - First 30 Days: Foundational Knowledge - Master the end-to-end mechanics of Cardiff’s funding lifecycle - Attain technical proficiency in CRM workflows and operational reporting - Develop collaborative relationships with underwriting and operations partners - Days 31–60: Pipeline Execution - Transition to independent management of an active approval pipeline - Execute clear, professional communications with brokers and external clients - Identify and proactively mitigate common funding bottlenecks - Days 61–90: Performance Impact - Consistently reach or exceed established Funding % benchmarks - Deliver steady Cardiff Internal Unit contributions via successful deal closings - Display advanced pipeline oversight and accurate revenue forecasting Qualifications - Minimum 5 years of direct closing experience - Experience in MCA, small business lending, or financial services preferred - Strong verbal and written communication skills - Proven track record of consistent close rates and quota attainment - Proficient in Salesforce or comparable CRM Requirements - Contact approved applicants promptly and present the Cardiff offer with clarity and conviction - Effectively communicate value, address objections, and close the funding - Gather all required stipulations and manage every condition needed to reach funded status - Maintain accurate pipeline activity and file disposition in Salesforce - When a funded client falls into default, serve as the primary point of contact to communicate with the client and work toward restoring the account to good standing Benefits - Comprehensive medical, dental, and vision coverage - Robust 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

Role Description Cardiff is searching for an accomplished Renewals Manager to guide, mentor, and elevate a team of account specialists focused on nurturing active client relationships and maximizing recurring revenue. This leadership position centers on execution, rigorous accountability, and operational precision. In this role, you will govern team metrics, advise representatives through intricate deal cycles, accelerate retention performance, and deploy scalable workflows that enhance efficiency and client satisfaction. We are seeking an experienced Renewals Manager to lead, coach, and develop a team of Renewal Account Managers responsible for managing existing customer relationships and driving repeat business. This role is focused on leadership, accountability, and operational excellence. The ideal candidate is a proven leader with experience managing renewal, retention, account management, or customer success teams in a high-performance sales environment. They are highly organized, data-driven, and passionate about developing people while driving measurable business results. Qualifications - 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. Requirements - 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. - 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. - Participate in interviewing, candidate evaluations, onboarding, and performance management discussions. - Support leadership initiatives designed to improve accountability, scalability, and overall team effectiveness. 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.

Role Description Cardiff’s growth depends on the strength of its client relationships. As a Portfolio Manager, you are the anchor of that relationship, the person our clients trust to guide them through renewals, capitalize on new funding opportunities, and ensure their long-term success with Cardiff. This is not a passive account maintenance role. It is a revenue-generating, relationship-first position that sits at the intersection of sales, strategy, and service. The work you do directly impacts client retention, portfolio performance, and Cardiff’s continued expansion across diverse industries nationwide. Cardiff is looking for a proactive Portfolio Manager to oversee and expand a dedicated book of active clients. In this capacity, you will: - Cultivate enduring partnerships - Recognize strategic opportunities for renewal or upsells - Act as the central liaison across the entire client journey We are searching for a consultative professional who excels in high-velocity settings, demonstrates superior relationship oversight, and possesses a documented history of accelerating revenue within established accounts. Qualifications - 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 Requirements - Drive recurring revenue growth through disciplined renewal management, proactive risk mitigation, and precise forecasting - 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 - 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 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