Customer Relations Representative

This is a fully remote position, open to applicants in California.

📋 Description

• Foster proactive engagement with corporate accounts approaching contract expiration to assess options for capital reinvestment, facility renewals, and additional financing opportunities.

• Analyze and communicate sophisticated funding structures that align with strategic operational growth and long-term business goals.

• Serve as the primary strategic consultant for a dedicated portfolio, facilitating thorough status updates and nurturing genuine human relationships.

• Guide complex client stakeholders through the complete renewal process to ensure smooth asset retention and capital flow.

• Uphold strict pipeline management and document strategic interactions with borrowers within CRM systems to offer executive stakeholders comprehensive operational insights.

• Regularly meet or exceed established monthly targets for portfolio retention, contract renewals, and integrated upsell efforts.

⛳️ Requirements

• A minimum of 2 years of proven experience in account management or sales focused on renewals, with a strong preference for expertise in alternative commercial finance and merchant cash advances.

• A track record of success in fast-paced, transactional commercial settings.

• Outstanding relationship management skills and advanced negotiation techniques to secure enduring client partnerships.

• High-level technical skills, including proficiency in CRM systems—Salesforce expertise is particularly valued.

• A strategic prospecting approach, capable of independently identifying and leveraging opportunities within large corporate databases.

• A self-motivated professional with excellent verbal and written communication abilities and strong time management skills.

• Demonstrated capability to maintain optimal operational performance in a remote-first, dynamic organizational environment.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• 401(k) retirement plan to ensure long-term financial stability.

• Flexible Paid Time Off (PTO) and recognized holidays to encourage sustainable performance and work-life balance.

• Remote-first flexibility supported by strategic home office infrastructure assistance.