Customer Relations Representative
Location
United States
Posted
2 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
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.
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