Portfolio Manager

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

📋 Description

• Drive growth in recurring revenue by effectively managing renewals, proactively addressing risks, and accurately forecasting to ensure exceptional client outcomes across your complete portfolio.

• Complete the onboarding process and gain a thorough understanding of Cardiff’s products, funding criteria, and the renewal process.

• Shadow experienced team members and analyze existing client accounts to grasp the composition of the portfolio and the history of relationships.

• Familiarize yourself with Salesforce CRM workflows, internal tools, and processes across different teams.

• Initiate contact with key accounts and start to develop relationships with current clients.

• Take full responsibility for your assigned portfolio and manage active renewal discussions independently.

• Create and maintain an accurate renewal pipeline in Salesforce, ensuring reliable forecasting of future opportunities.

• Identify upselling and capital expansion opportunities within the current portfolio and work on converting them.

• Conduct initial business reviews with priority accounts and establish a routine for ongoing client engagement.

• Consistently achieve or surpass monthly renewal and revenue goals, showcasing measurable performance impact on your portfolio.

• Operate independently within your portfolio, proactively identifying at-risk accounts and implementing corrective measures to prevent churn.

• Provide regular portfolio health analyses with forward-looking insights to leadership regarding retention trends and growth opportunities.

• Establish yourself as a trusted strategic partner for your clients, someone they actively reach out to rather than just responding to.

⛳️ Requirements

• A minimum of 2 years of experience in customer success, account management, or roles focused on revenue-generating renewals.

• Experience in fintech, commercial lending, or merchant cash advance environments.

• Proven track record in managing client portfolios and surpassing set financial targets.

• Outstanding ability in persuasive communication, professional negotiation, and fostering long-term relationships.

• Strong organizational skills and a proven mastery of effective time management in a fast-paced environment.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage.

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

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

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