Customer Relations Representative

Cardiff

13d • Remote

About The Position

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.

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.

Nice To Haves

• Salesforce expertise is highly regarded.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed