Customer Relations Representative

Cardiff helps small businesses access fast, flexible funding through a lending experience built around speed, transparency, and real partnership Since its inception in 2004, Cardiff has deployed over $12 billion in capital nationwide, leveraging tech-driven underwriting and high-touch service to help entrepreneurs secure the funding they need with speed. By bridging the gap between innovative fintech and authentic human partnership, Cardiff serves as a strategic ally to diverse industries, including construction, logistics, healthcare, and professional services. POSITION SUMMARY 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

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