Portfolio Manager

Cardiff

10d • Remote

About The Position

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, and 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.

Requirements

• 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.
• Highly organized and naturally proactive
• Thrive in fast-moving environments with evolving priorities
• Enjoy solving operational problems and improving systems
• Communicate clearly and follow through consistently
• Balance strategic thinking with a willingness to execute

Nice To Haves

• Familiarity with Salesforce, Google Workspace, Slack, and Zoom is a plus, not a requirement.

Responsibilities

• Drive recurring revenue growth through disciplined renewal management, proactive risk mitigation, and precise forecasting to ensure superior client outcomes across your entire book of business.
• Take full ownership of an active client book, serving as the primary strategic partner.
• Initiate proactive consultation to align funding solutions with client business objectives and expansion plans.
• Champion account retention through high-touch service and disciplined relationship management.
• Detect and capitalize on strategic opportunities for renewals, capital increases, and service expansions.
• Govern a robust renewal pipeline with high accuracy in forecasting portfolio performance.
• Execute regular business reviews to deepen partnerships and ensure continued strategic alignment.
• Liaise across internal underwriting, operations, and leadership to deliver an integrated client journey.
• Maintain precise data integrity and account history within the Salesforce CRM environment.
• Consistently surpass established revenue benchmarks for monthly and annual portfolio renewals.
• Analyze portfolio health metrics to implement proactive engagement and retention improvements.

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